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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
50+ 0.4% |
$4.96K - $5.76K
|
12.6K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
46+ 0.12% |
$4.56K - $5.3K
|
36.9K
$3.7M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
37+ 0.48% |
$3.67K - $4.26K
|
7.72K
$774K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
36+ 0.09% |
$3.57K - $4.15K
|
38.7K
$3.88M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
31+ 0.63% |
$3.08K - $3.57K
|
4.99K
$500K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
29+ 7.14% |
$2.88K - $3.34K
|
435
$43.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21+ 0.98% |
$2.08K - $2.42K
|
2.16K
$216K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
20+ 0.18% |
$1.98K - $2.31K
|
10.9K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
20New |
$1.98K - $2.31K
|
20
$2.01K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.4% |
$1.49K - $1.73K
|
3.79K
$380K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 4.12% |
$1.49K - $1.73K
|
379
$38K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13+ 18.06% |
$1.29K - $1.5K
|
85
$8.53K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
13+ 0.21% |
$1.29K - $1.5K
|
6.08K
$610K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
13New |
$1.29K - $1.5K
|
13
$1.3K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10+ 0.07% |
$992 - $1.15K
|
14.3K
$1.43M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
10+ 142.86% |
$992 - $1.15K
|
17
$1.71K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.42% |
$893 - $1.04K
|
2.13K
$214K
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$893 - $1.04K
|
2.49K
$250K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$893 - $1.04K
|
9
$903
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
8+ 0.07% |
$794 - $922
|
10.8K
$1.09M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 7.78% |
$694 - $807
|
97
$9.73K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.42% |
$298 - $346
|
724
$72.7K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$198 - $231
|
2
$201
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2+ 0.06% |
$198 - $231
|
3.43K
$345K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.19% |
$198 - $231
|
1.04K
$104K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.34% |
$198 - $231
|
598
$60K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 2.13% |
$198 - $231
|
96
$9.63K
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
BUY
|
- |
2+ 0.08% |
$198 - $231
|
2.51K
$252K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.3% |
$99.2 - $115
|
336
$33.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.87% |
$99.2 - $115
|
116
$11.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.69% |
$99.2 - $115
|
146
$14.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 3.85% |
$99.2 - $115
|
27
$2.71K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2- 2.08% |
$198 - $231
|
94
$9.43K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4- 0.18% |
$397 - $461
|
2.2K
$220K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$496 - $576
|
5.9K
$592K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-6- 0.09% |
$595 - $692
|
6.51K
$653K
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-8- 0.27% |
$794 - $922
|
3K
$301K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-9- 0.07% |
$893 - $1.04K
|
13K
$1.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10- 0.34% |
$992 - $1.15K
|
2.91K
$292K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-13- 12.15% |
$1.29K - $1.5K
|
94
$9.43K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15- 0.5% |
$1.49K - $1.73K
|
2.99K
$300K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-16- 34.78% |
$1.59K - $1.84K
|
30
$3.01K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-16- 3.92% |
$1.59K - $1.84K
|
392
$39.3K
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-17- 0.52% |
$1.69K - $1.96K
|
3.26K
$327K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-18- 31.03% |
$1.79K - $2.07K
|
40
$4.01K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-19Closed |
$1.88K - $2.19K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-19- 0.68% |
$1.88K - $2.19K
|
2.77K
$277K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19- 0.51% |
$1.88K - $2.19K
|
3.73K
$375K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-20- 0.14% |
$1.98K - $2.31K
|
14.3K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-21- 0.38% |
$2.08K - $2.42K
|
5.5K
$552K
|