Purchases and Sales Made in Q2 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.58KNew |
$138K - $178K
|
1.58K
$159K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.53K+ 4.07% |
$133K - $172K
|
39.1K
$3.92M
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.48K+ 50.93% |
$129K - $166K
|
4.39K
$440K
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
1.21K+ 44.42% |
$105K - $136K
|
3.94K
$395K
|
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.19K+ 5.76% |
$104K - $134K
|
21.9K
$2.19M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
1.08K+ 1434.67% |
$93.6K - $121K
|
1.15K
$116K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.04K+ 4.1% |
$90.3K - $117K
|
26.3K
$2.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$87K - $112K
|
1K
$100K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1KNew |
$87K - $112K
|
1K
$100K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
992+ 2.11% |
$86.3K - $111K
|
48K
$4.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
977+ 21.89% |
$85K - $110K
|
5.44K
$546K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
907+ 1.92% |
$78.9K - $102K
|
48.1K
$4.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
888New |
$77.2K - $99.8K
|
888
$89.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
820+ 39.61% |
$71.3K - $92.2K
|
2.89K
$290K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
738+ 40.22% |
$64.2K - $82.9K
|
2.57K
$258K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
700+ 219.44% |
$60.9K - $78.7K
|
1.02K
$102K
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
678+ 16.09% |
$59K - $76.2K
|
4.89K
$491K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
675New |
$58.7K - $75.9K
|
675
$67.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
674+ 147.81% |
$58.6K - $75.7K
|
1.13K
$113K
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
566+ 8.22% |
$49.2K - $63.6K
|
7.45K
$748K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
549+ 59.87% |
$47.7K - $61.7K
|
1.47K
$147K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
546+ 9.22% |
$47.5K - $61.4K
|
6.47K
$649K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
528+ 5.59% |
$45.9K - $59.3K
|
9.98K
$1M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
454+ 3.18% |
$39.5K - $51K
|
14.7K
$1.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
452+ 7.66% |
$39.3K - $50.8K
|
6.35K
$637K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
444+ 16.95% |
$38.6K - $49.9K
|
3.06K
$307K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
420New |
$36.5K - $47.2K
|
420
$42.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
415+ 1.07% |
$36.1K - $46.6K
|
39.2K
$3.94M
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
349New |
$30.3K - $39.2K
|
349
$35K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
340+ 46.96% |
$29.6K - $38.2K
|
1.06K
$107K
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
328+ 0.99% |
$28.5K - $36.9K
|
33.5K
$3.36M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
322+ 2.17% |
$28K - $36.2K
|
15.1K
$1.52M
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
315+ 1.97% |
$27.4K - $35.4K
|
16.3K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
315+ 1.9% |
$27.4K - $35.4K
|
16.9K
$1.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
292+ 9.81% |
$25.4K - $32.8K
|
3.27K
$328K
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
280+ 5.56% |
$24.3K - $31.5K
|
5.32K
$534K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
279+ 79.71% |
$24.3K - $31.4K
|
629
$63.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
275New |
$23.9K - $30.9K
|
275
$27.6K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
266+ 15.05% |
$23.1K - $29.9K
|
2.03K
$204K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
250New |
$21.7K - $28.1K
|
250
$25.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
249+ 1.95% |
$21.7K - $28K
|
13K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
244New |
$21.2K - $27.4K
|
244
$24.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
226+ 11.32% |
$19.7K - $25.4K
|
2.22K
$223K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
213+ 1.5% |
$18.5K - $23.9K
|
14.4K
$1.45M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
205+ 1.89% |
$17.8K - $23K
|
11.1K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
203+ 2.39% |
$17.7K - $22.8K
|
8.7K
$873K
|
|
|
Aug 09, 2022
Q2 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 0.78% |
$17.4K - $22.5K
|
25.7K
$2.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
194+ 8.05% |
$16.9K - $21.8K
|
2.61K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
191+ 2.0% |
$16.6K - $21.5K
|
9.72K
$976K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
183+ 5.33% |
$15.9K - $20.6K
|
3.62K
$363K
|