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 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
65New |
$6.93K - $8.49K
|
65
$8.35K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
53+ 0.31% |
$5.65K - $6.92K
|
17.1K
$2.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44+ 0.38% |
$4.69K - $5.75K
|
11.5K
$1.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
37New |
$3.94K - $4.83K
|
37
$4.76K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
26New |
$2.77K - $3.4K
|
26
$3.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
24+ 0.59% |
$2.56K - $3.13K
|
4.06K
$522K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20+ 6.83% |
$2.13K - $2.61K
|
313
$40.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
12New |
$1.28K - $1.57K
|
12
$1.54K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
9+ 0.2% |
$959 - $1.18K
|
4.48K
$576K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4+ 0.12% |
$426 - $522
|
3.43K
$441K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3+ 0.03% |
$320 - $392
|
8.76K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.04% |
$213 - $261
|
4.57K
$588K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.49% |
$107 - $131
|
205
$26.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1+ 11.11% |
$107 - $131
|
10
$1.29K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.16% |
$107 - $131
|
620
$79.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$1.07K - $1.31K
|
4.54K
$583K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 1.5% |
$1.07K - $1.31K
|
657
$84.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 1.5% |
$1.07K - $1.31K
|
657
$84.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-24- 0.63% |
$2.56K - $3.13K
|
3.77K
$485K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-33- 0.31% |
$3.52K - $4.31K
|
10.7K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35- 0.83% |
$3.73K - $4.57K
|
4.2K
$540K
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-35- 0.46% |
$3.73K - $4.57K
|
7.59K
$976K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-35- 0.95% |
$3.73K - $4.57K
|
3.66K
$470K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-38- 0.59% |
$4.05K - $4.96K
|
6.41K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50- 2.55% |
$5.33K - $6.53K
|
1.91K
$246K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54- 1.17% |
$5.76K - $7.05K
|
4.55K
$584K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-57- 1.23% |
$6.08K - $7.44K
|
4.59K
$590K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 2.05% |
$7.89K - $9.67K
|
3.54K
$455K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 2.05% |
$7.89K - $9.67K
|
3.54K
$455K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-81- 1.05% |
$8.63K - $10.6K
|
7.61K
$978K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-92- 4.49% |
$9.81K - $12K
|
1.96K
$251K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-105- 1.04% |
$11.2K - $13.7K
|
9.95K
$1.28M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-142- 44.1% |
$15.1K - $18.5K
|
180
$23.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-152- 10.73% |
$16.2K - $19.9K
|
1.26K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-160- 0.48% |
$17.1K - $20.9K
|
33.3K
$4.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-180- 2.41% |
$19.2K - $23.5K
|
7.3K
$938K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 5.71% |
$21.3K - $26.1K
|
3.3K
$424K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-201- 5.13% |
$21.4K - $26.3K
|
3.72K
$478K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-251- 7.55% |
$26.8K - $32.8K
|
3.07K
$395K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-285- 2.07% |
$30.4K - $37.2K
|
13.5K
$1.73M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-306- 4.95% |
$32.6K - $40K
|
5.88K
$756K
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-386- 15.89% |
$41.1K - $50.4K
|
2.04K
$263K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-439- 18.36% |
$46.8K - $57.3K
|
1.95K
$251K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-446- 11.31% |
$47.5K - $58.3K
|
3.5K
$450K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-504- 9.55% |
$53.7K - $65.8K
|
4.77K
$614K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-550- 19.72% |
$58.6K - $71.8K
|
2.24K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-585- 14.99% |
$62.3K - $76.4K
|
3.32K
$426K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-603- 2.82% |
$64.3K - $78.8K
|
20.8K
$2.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-612- 10.74% |
$65.2K - $79.9K
|
5.09K
$654K
|