Purchases and Sales Made in Q2 2022 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
14+ 0.69% |
$1.65K - $2.16K
|
2.05K
$282K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10+ 0.45% |
$1.18K - $1.54K
|
2.22K
$305K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9New |
$1.06K - $1.39K
|
9
$1.24K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
5New |
$589 - $770
|
5
$687
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4New |
$471 - $616
|
4
$550
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.79% |
$471 - $616
|
508
$69.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.07% |
$353 - $462
|
4.6K
$632K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$235 - $308
|
33.5K
$4.61M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.99% |
$235 - $308
|
204
$28K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.59% |
$118 - $154
|
170
$23.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.19% |
$118 - $154
|
516
$70.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.5% |
$118 - $154
|
41
$5.64K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 0.24% |
$118 - $154
|
418
$57.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15- 1.27% |
$1.77K - $2.31K
|
1.17K
$161K
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24- 1.17% |
$2.83K - $3.7K
|
2.02K
$278K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 2.19% |
$2.94K - $3.85K
|
1.12K
$153K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.57% |
$3.3K - $4.31K
|
1.76K
$242K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30- 0.35% |
$3.53K - $4.62K
|
8.65K
$1.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 6.73% |
$5.18K - $6.78K
|
610
$83.9K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-52- 7.55% |
$6.12K - $8.01K
|
637
$87.6K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-52- 1.13% |
$6.12K - $8.01K
|
4.57K
$628K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-52- 8.93% |
$6.12K - $8.01K
|
530
$72.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-64- 21.77% |
$7.53K - $9.86K
|
230
$31.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-67Closed |
$7.89K - $10.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-67- 3.3% |
$7.89K - $10.3K
|
1.96K
$270K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 2.0% |
$8.24K - $10.8K
|
3.43K
$472K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-71- 1.93% |
$8.36K - $10.9K
|
3.62K
$497K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-71- 1.93% |
$8.36K - $10.9K
|
3.62K
$497K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-100- 2.78% |
$11.8K - $15.4K
|
3.5K
$481K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-100- 0.98% |
$11.8K - $15.4K
|
10.1K
$1.38M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-112- 4.59% |
$13.2K - $17.3K
|
2.33K
$320K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-122- 2.1% |
$14.4K - $18.8K
|
5.7K
$783K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-125- 33.33% |
$14.7K - $19.3K
|
250
$34.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-142- 87.65% |
$16.7K - $21.9K
|
20
$2.75K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-210- 10.83% |
$24.7K - $32.3K
|
1.73K
$238K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 4.46% |
$25.5K - $33.4K
|
4.65K
$639K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-233- 9.11% |
$27.4K - $35.9K
|
2.33K
$320K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-234- 5.27% |
$27.5K - $36K
|
4.21K
$578K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-260- 17.83% |
$30.6K - $40K
|
1.2K
$165K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-329- 18.85% |
$38.7K - $50.7K
|
1.42K
$195K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-377- 4.8% |
$44.4K - $58.1K
|
7.47K
$1.03M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-398- 6.04% |
$46.9K - $61.3K
|
6.19K
$851K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-446- 10.21% |
$52.5K - $68.7K
|
3.92K
$539K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-535Closed |
$63K - $82.4K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-544- 16.72% |
$64K - $83.8K
|
2.71K
$372K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-613- 11.88% |
$72.2K - $94.4K
|
4.55K
$625K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-613- 18.02% |
$72.2K - $94.4K
|
2.79K
$383K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-861- 10.46% |
$101K - $133K
|
7.37K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-915Closed |
$108K - $141K
|
0
$0
|