Purchases and Sales Made in Q1 2022 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.06% |
$257 - $303
|
3.5K
$481K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.2% |
$129 - $152
|
504
$69.3K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2- 0.12% |
$257 - $303
|
1.68K
$231K
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-19- 1.09% |
$2.45K - $2.88K
|
1.73K
$238K
|
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-24- 0.38% |
$3.09K - $3.64K
|
6.33K
$870K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-29- 0.5% |
$3.73K - $4.4K
|
5.82K
$800K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-30- 60.0% |
$3.86K - $4.55K
|
20
$2.75K
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
SELL
|
- |
-37Closed |
$4.76K - $5.61K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-37- 0.97% |
$4.76K - $5.61K
|
3.8K
$522K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-45- 6.65% |
$5.79K - $6.83K
|
632
$86.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-48- 2.56% |
$6.18K - $7.28K
|
1.83K
$251K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-50- 4.67% |
$6.44K - $7.59K
|
1.02K
$140K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-50- 0.75% |
$6.44K - $7.59K
|
6.59K
$905K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
SELL
|
- |
-55- 11.22% |
$7.08K - $8.35K
|
435
$59.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-59- 2.8% |
$7.59K - $8.95K
|
2.05K
$281K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-78- 12.72% |
$10K - $11.8K
|
535
$73.5K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-86Closed |
$11.1K - $13K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-97Closed |
$12.5K - $14.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-100- 2.33% |
$12.9K - $15.2K
|
4.2K
$577K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
SELL
|
- |
-151Closed |
$19.4K - $22.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 20.05% |
$21.1K - $24.9K
|
654
$89.9K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-199- 15.21% |
$25.6K - $30.2K
|
1.11K
$152K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-215Closed |
$27.7K - $32.6K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-219- 42.69% |
$28.2K - $33.2K
|
294
$40.4K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-240Closed |
$30.9K - $36.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-242Closed |
$31.2K - $36.7K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-247- 58.95% |
$31.8K - $37.5K
|
172
$23.6K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-296Closed |
$38.1K - $44.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-298- 14.29% |
$38.4K - $45.2K
|
1.79K
$246K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-299- 0.88% |
$38.5K - $45.4K
|
33.5K
$4.6M
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-300Closed |
$38.6K - $45.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-301- 13.44% |
$38.7K - $45.7K
|
1.94K
$267K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-306Closed |
$39.4K - $46.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-307- 6.23% |
$39.5K - $46.6K
|
4.62K
$635K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-309- 6.3% |
$39.8K - $46.9K
|
4.6K
$632K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-405- 3.84% |
$52.1K - $61.5K
|
10.2K
$1.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-432- 7.3% |
$55.6K - $65.5K
|
5.49K
$755K
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-434- 3.87% |
$55.9K - $65.9K
|
10.8K
$1.48M
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-480- 6.2% |
$61.8K - $72.8K
|
7.26K
$998K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-493- 16.32% |
$63.5K - $74.8K
|
2.53K
$347K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-563- 17.31% |
$72.5K - $85.4K
|
2.69K
$370K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-612- 5.19% |
$78.8K - $92.9K
|
11.2K
$1.54M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-745- 2.86% |
$95.9K - $113K
|
25.3K
$3.47M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-756- 2.66% |
$97.3K - $115K
|
27.7K
$3.8M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-844- 14.06% |
$109K - $128K
|
5.16K
$709K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-945- 32.06% |
$122K - $143K
|
2K
$275K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-977- 22.42% |
$126K - $148K
|
3.38K
$465K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.37K- 0.86% |
$177K - $208K
|
159K
$21.9M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.4K- 16.35% |
$181K - $213K
|
7.18K
$987K
|