Purchases and Sales Made in Q4 2022 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
258K+ 1382.68% |
$28.2M - $34.5M
|
277K
$36.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
55.6KNew |
$6.07M - $7.44M
|
55.6K
$7.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
12.8KNew |
$1.4M - $1.71M
|
12.8K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11.5KNew |
$1.25M - $1.54M
|
11.5K
$1.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$1.17M - $1.43M
|
10.7K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.48KNew |
$1.04M - $1.27M
|
9.48K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.98K+ 5.2% |
$982K - $1.2M
|
182K
$23.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.9KNew |
$863K - $1.06M
|
7.9K
$1.04M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.26K+ 159.74% |
$794K - $972K
|
11.8K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.12K+ 103.19% |
$778K - $954K
|
14K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
5.24KNew |
$573K - $702K
|
5.24K
$688K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.06K+ 152.41% |
$553K - $677K
|
8.38K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.63KNew |
$506K - $620K
|
4.63K
$607K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.44KNew |
$485K - $594K
|
4.44K
$582K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.19KNew |
$458K - $561K
|
4.19K
$550K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$449K - $550K
|
4.11K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.6KNew |
$394K - $483K
|
3.6K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.46K+ 52.55% |
$379K - $464K
|
10.1K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.25KNew |
$355K - $435K
|
3.25K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
3KNew |
$328K - $402K
|
3K
$394K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33KNew |
$255K - $312K
|
2.33K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.33K+ 70.34% |
$255K - $312K
|
5.64K
$740K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.06K+ 105.48% |
$225K - $276K
|
4.01K
$526K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.83KNew |
$200K - $245K
|
1.83K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$189K - $231K
|
1.73K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.72KNew |
$188K - $230K
|
1.72K
$226K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.7K+ 2.47% |
$186K - $228K
|
70.7K
$9.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.63KNew |
$178K - $218K
|
1.63K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.63KNew |
$178K - $218K
|
1.63K
$213K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.61KNew |
$176K - $216K
|
1.61K
$212K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.58KNew |
$173K - $212K
|
1.58K
$207K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.57KNew |
$172K - $210K
|
1.57K
$206K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.52KNew |
$166K - $203K
|
1.52K
$199K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
840New |
$91.8K - $112K
|
840
$110K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
836+ 18.67% |
$91.4K - $112K
|
5.31K
$697K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
804+ 23.06% |
$87.9K - $108K
|
4.29K
$563K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
782+ 117.77% |
$85.5K - $105K
|
1.45K
$190K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
700New |
$76.5K - $93.7K
|
700
$91.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
666+ 1.34% |
$72.8K - $89.2K
|
50.4K
$6.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
611+ 10.35% |
$66.8K - $81.8K
|
6.52K
$855K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
441+ 14.4% |
$48.2K - $59K
|
3.5K
$460K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
430+ 5.9% |
$47K - $57.6K
|
7.72K
$1.01M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
391+ 4.64% |
$42.7K - $52.3K
|
8.82K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
375New |
$41K - $50.2K
|
375
$49.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
350New |
$38.3K - $46.9K
|
350
$45.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
305+ 25.21% |
$33.3K - $40.8K
|
1.52K
$199K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
272New |
$29.7K - $36.4K
|
272
$35.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
236New |
$25.8K - $31.6K
|
236
$31K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
225+ 6.15% |
$24.6K - $30.1K
|
3.88K
$509K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
201+ 3.23% |
$22K - $26.9K
|
6.42K
$843K
|