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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-407- 12.03% |
$44.5K - $54.5K
|
2.98K
$391K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-428- 90.49% |
$46.8K - $57.3K
|
45
$5.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-494- 5.89% |
$54K - $66.1K
|
7.89K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-521- 3.08% |
$56.9K - $69.8K
|
16.4K
$2.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-528- 11.06% |
$57.7K - $70.7K
|
4.25K
$557K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-593- 20.21% |
$64.8K - $79.4K
|
2.34K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-624- 13.65% |
$68.2K - $83.5K
|
3.95K
$518K
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-706- 25.64% |
$77.2K - $94.5K
|
2.05K
$269K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-793- 22.47% |
$86.7K - $106K
|
2.74K
$359K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-794- 21.48% |
$86.8K - $106K
|
2.9K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-884- 17.38% |
$96.6K - $118K
|
4.2K
$551K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-933- 15.7% |
$102K - $125K
|
5.01K
$657K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-938- 25.22% |
$103K - $126K
|
2.78K
$365K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-990- 13.04% |
$108K - $133K
|
6.6K
$866K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.1K- 4.32% |
$120K - $147K
|
24.3K
$3.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.1K- 38.26% |
$120K - $147K
|
1.78K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.24K- 6.05% |
$136K - $166K
|
19.3K
$2.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.39K- 21.62% |
$151K - $186K
|
5.02K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.56K- 9.7% |
$171K - $209K
|
14.5K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.59K- 2.4% |
$174K - $213K
|
64.5K
$8.46M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.94K- 79.37% |
$212K - $260K
|
505
$66.2K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2K- 50.0% |
$219K - $268K
|
2K
$262K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.51K- 60.52% |
$274K - $336K
|
1.64K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.67K- 47.33% |
$292K - $357K
|
2.97K
$390K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.35K- 19.4% |
$366K - $448K
|
13.9K
$1.83M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.45K- 29.9% |
$377K - $461K
|
8.08K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-3.69K- 37.77% |
$403K - $494K
|
6.08K
$798K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.82K- 49.88% |
$418K - $512K
|
3.84K
$504K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.19K- 3.57% |
$458K - $561K
|
113K
$14.8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.19K- 3.57% |
$458K - $561K
|
113K
$14.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.5K- 20.16% |
$491K - $602K
|
17.8K
$2.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-4.77K- 65.28% |
$521K - $638K
|
2.53K
$332K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.94K- 3.22% |
$540K - $661K
|
148K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.08K- 72.21% |
$664K - $813K
|
2.34K
$307K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.26K- 97.28% |
$684K - $838K
|
175
$23K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.94K- 59.12% |
$868K - $1.06M
|
5.49K
$721K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-11.9K- 27.48% |
$1.3M - $1.59M
|
31.3K
$4.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.7K- 19.82% |
$1.5M - $1.83M
|
55.4K
$7.26M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-14.1K- 88.98% |
$1.54M - $1.89M
|
1.75K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15K- 35.04% |
$1.64M - $2.01M
|
27.8K
$3.65M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17.1K- 99.99% |
$1.87M - $2.29M
|
1
$131
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-17.3K- 88.51% |
$1.89M - $2.31M
|
2.24K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.9K- 31.27% |
$2.28M - $2.8M
|
45.9K
$6.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-22K- 11.82% |
$2.4M - $2.95M
|
164K
$21.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.2K- 66.56% |
$2.65M - $3.24M
|
12.2K
$1.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-25.3K- 87.71% |
$2.77M - $3.39M
|
3.55K
$466K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.9K- 69.54% |
$2.94M - $3.6M
|
11.8K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-39.1K- 42.43% |
$4.28M - $5.24M
|
53.1K
$6.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.5K- 56.18% |
$4.86M - $5.96M
|
34.7K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-49.2K- 90.0% |
$5.38M - $6.59M
|
5.47K
$718K
|