Purchases and Sales Made in Q1 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
498+ 8.09% |
$49.4K - $57.4K
|
6.65K
$667K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
492+ 151.85% |
$48.8K - $56.7K
|
816
$81.9K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
463+ 385.83% |
$45.9K - $53.4K
|
583
$58.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
456+ 154.58% |
$45.2K - $52.6K
|
751
$75.4K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
449New |
$44.5K - $51.8K
|
449
$45.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
441+ 2.83% |
$43.8K - $50.8K
|
16K
$1.61M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
425New |
$42.2K - $49K
|
425
$42.7K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
405+ 22.91% |
$40.2K - $46.7K
|
2.17K
$218K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
400New |
$39.7K - $46.1K
|
400
$40.1K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
395+ 1.21% |
$39.2K - $45.5K
|
33.1K
$3.33M
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
391+ 7.59% |
$38.8K - $45.1K
|
5.54K
$556K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
390New |
$38.7K - $45K
|
390
$39.1K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
387+ 99.74% |
$38.4K - $44.6K
|
775
$77.8K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
374+ 1.65% |
$37.1K - $43.1K
|
23.1K
$2.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
373+ 14.32% |
$37K - $43K
|
2.98K
$299K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
356+ 7.92% |
$35.3K - $41K
|
4.85K
$487K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
352+ 14.67% |
$34.9K - $40.6K
|
2.75K
$276K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
350New |
$34.7K - $40.3K
|
350
$35.1K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
335New |
$33.2K - $38.6K
|
335
$33.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
320New |
$31.7K - $36.9K
|
320
$32.1K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
294+ 177.11% |
$29.2K - $33.9K
|
460
$46.2K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
276+ 9.65% |
$27.4K - $31.8K
|
3.14K
$315K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
271+ 8.31% |
$26.9K - $31.2K
|
3.53K
$354K
|
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
235+ 5.62% |
$23.3K - $27.1K
|
4.41K
$443K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
225+ 64.29% |
$22.3K - $25.9K
|
575
$57.7K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
219+ 9.09% |
$21.7K - $25.2K
|
2.63K
$264K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
215+ 8.13% |
$21.3K - $24.8K
|
2.86K
$287K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
211+ 2.01% |
$20.9K - $24.3K
|
10.7K
$1.08M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
208+ 9.44% |
$20.6K - $24K
|
2.41K
$242K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
200+ 10.36% |
$19.8K - $23.1K
|
2.13K
$214K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
193+ 30.39% |
$19.1K - $22.2K
|
828
$83.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
190+ 10.11% |
$18.8K - $21.9K
|
2.07K
$208K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
185+ 0.75% |
$18.4K - $21.3K
|
25K
$2.51M
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
181+ 1.61% |
$18K - $20.9K
|
11.5K
$1.15M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
170+ 8.23% |
$16.9K - $19.6K
|
2.24K
$224K
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
168+ 0.13% |
$16.7K - $19.4K
|
134K
$13.5M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
160+ 1.7% |
$15.9K - $18.4K
|
9.55K
$958K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
158+ 2.07% |
$15.7K - $18.2K
|
7.78K
$781K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
149+ 3.4% |
$14.8K - $17.2K
|
4.54K
$455K
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
136+ 0.07% |
$13.5K - $15.7K
|
182K
$18.2M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
127+ 0.54% |
$12.6K - $14.6K
|
23.5K
$2.36M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
124+ 2.14% |
$12.3K - $14.3K
|
5.92K
$594K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
95+ 2.17% |
$9.42K - $10.9K
|
4.46K
$448K
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
75+ 1.18% |
$7.44K - $8.64K
|
6.41K
$643K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
75+ 129.31% |
$7.44K - $8.64K
|
133
$13.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
65New |
$6.45K - $7.49K
|
65
$6.52K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
64+ 0.91% |
$6.35K - $7.38K
|
7.08K
$711K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60New |
$5.95K - $6.92K
|
60
$6.02K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
55+ 0.96% |
$5.46K - $6.34K
|
5.77K
$579K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
53+ 2.62% |
$5.26K - $6.11K
|
2.08K
$208K
|