Purchases and Sales Made in Q3 2022 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
98.4K+ 172.01% |
$10.5M - $12.9M
|
156K
$20M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.2K+ 62.68% |
$4.82M - $5.9M
|
117K
$15.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.2K+ 62.68% |
$4.82M - $5.9M
|
117K
$15.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
16.4K+ 73.42% |
$1.75M - $2.14M
|
38.7K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.1K+ 4.28% |
$1.72M - $2.1M
|
392K
$50.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
15.7K+ 709.23% |
$1.68M - $2.06M
|
18K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7K+ 124.63% |
$1.57M - $1.92M
|
26.5K
$3.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
13.4KNew |
$1.42M - $1.75M
|
13.4K
$1.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.98KNew |
$957K - $1.17M
|
8.98K
$1.15M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
7.89K+ 37.56% |
$841K - $1.03M
|
28.9K
$3.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
5.03K+ 3.49% |
$536K - $657K
|
149K
$19.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.43K+ 111.17% |
$472K - $578K
|
8.41K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
3.85K+ 18.07% |
$410K - $503K
|
25.2K
$3.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
3.53KNew |
$376K - $461K
|
3.53K
$454K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.41K+ 32.53% |
$363K - $445K
|
13.9K
$1.79M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.31KNew |
$353K - $432K
|
3.31K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.21K+ 5.04% |
$342K - $419K
|
66.8K
$8.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.16K+ 24.38% |
$336K - $412K
|
16.1K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 1.45% |
$284K - $348K
|
186K
$23.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.46KNew |
$262K - $321K
|
2.46K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.41KNew |
$256K - $314K
|
2.41K
$309K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2.4K+ 32.51% |
$255K - $313K
|
9.77K
$1.26M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 27.6% |
$255K - $312K
|
11K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.29KNew |
$244K - $299K
|
2.29K
$294K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.11K+ 13.95% |
$225K - $276K
|
17.3K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.9K+ 0.71% |
$202K - $248K
|
270K
$34.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.85K+ 15.93% |
$197K - $241K
|
13.4K
$1.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.57K+ 22.88% |
$167K - $205K
|
8.43K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.53K+ 3.67% |
$163K - $200K
|
43.1K
$5.55M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.23K+ 54.73% |
$131K - $161K
|
3.49K
$448K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$107K - $131K
|
1K
$129K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
913+ 45.18% |
$97.3K - $119K
|
2.93K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
664New |
$70.8K - $86.7K
|
664
$85.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
570+ 21.24% |
$60.8K - $74.4K
|
3.25K
$418K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
419New |
$44.7K - $54.7K
|
419
$53.9K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
375New |
$40K - $49K
|
375
$48.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
331+ 64.15% |
$35.3K - $43.2K
|
847
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
325+ 18.8% |
$34.6K - $42.4K
|
2.05K
$264K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
315+ 5.02% |
$33.6K - $41.1K
|
6.59K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
294+ 0.45% |
$31.3K - $38.4K
|
66K
$8.49M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
293+ 4.94% |
$31.2K - $38.3K
|
6.22K
$800K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
280New |
$29.8K - $36.6K
|
280
$36K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
274+ 3.71% |
$29.2K - $35.8K
|
7.66K
$985K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
265+ 2.11% |
$28.2K - $34.6K
|
12.8K
$1.65M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
210New |
$22.4K - $27.4K
|
210
$27K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
183+ 34.53% |
$19.5K - $23.9K
|
713
$91.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
161+ 5.55% |
$17.2K - $21K
|
3.06K
$394K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
104New |
$11.1K - $13.6K
|
104
$13.4K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
95+ 8.52% |
$10.1K - $12.4K
|
1.21K
$156K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 25.13% |
$10.1K - $12.4K
|
473
$60.8K
|