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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.14% |
$348 - $450
|
2.77K
$278K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4New |
$348 - $450
|
4
$401
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
3+ 0.04% |
$261 - $337
|
7.66K
$769K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$261 - $337
|
3
$301
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.6% |
$174 - $225
|
338
$33.9K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$174 - $225
|
2.99K
$300K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$174 - $225
|
5.22K
$524K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.33% |
$174 - $225
|
600
$60.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$87 - $112
|
980
$98.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
1+ 0.33% |
$87 - $112
|
306
$30.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.68% |
$87 - $112
|
147
$14.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.04% |
$87 - $112
|
97
$9.73K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.86% |
$87 - $112
|
117
$11.7K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2Closed |
$174 - $225
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 21.43% |
$261 - $337
|
11
$1.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$348 - $450
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6Closed |
$522 - $674
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-7- 7.22% |
$609 - $787
|
90
$9.03K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-18- 0.52% |
$1.57K - $2.02K
|
3.43K
$344K
|
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-18- 0.57% |
$1.57K - $2.02K
|
3.16K
$317K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-20Closed |
$1.74K - $2.25K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-20- 7.84% |
$1.74K - $2.25K
|
235
$23.6K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-22- 0.78% |
$1.91K - $2.47K
|
2.81K
$282K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-23- 0.8% |
$2K - $2.58K
|
2.84K
$285K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-28- 0.36% |
$2.43K - $3.15K
|
7.69K
$772K
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-29- 0.23% |
$2.52K - $3.26K
|
12.6K
$1.27M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 0.4% |
$2.61K - $3.37K
|
7.48K
$750K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33- 5.66% |
$2.87K - $3.71K
|
550
$55.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-39Closed |
$3.39K - $4.38K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40Closed |
$3.48K - $4.5K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-44- 0.91% |
$3.83K - $4.94K
|
4.8K
$481K
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-51- 0.23% |
$4.43K - $5.73K
|
22.6K
$2.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-54- 40.6% |
$4.7K - $6.07K
|
79
$7.93K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-55- 0.39% |
$4.78K - $6.18K
|
14.2K
$1.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-57- 1.97% |
$4.96K - $6.41K
|
2.84K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-60- 29.41% |
$5.22K - $6.74K
|
144
$14.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-80- 10.32% |
$6.96K - $8.99K
|
695
$69.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-87- 1.87% |
$7.56K - $9.78K
|
4.56K
$458K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-94Closed |
$8.17K - $10.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-100Closed |
$8.7K - $11.2K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-100Closed |
$8.7K - $11.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-109Closed |
$9.48K - $12.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-110Closed |
$9.56K - $12.4K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-116- 4.72% |
$10.1K - $13K
|
2.34K
$235K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-123- 3.92% |
$10.7K - $13.8K
|
3.01K
$302K
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-125- 1.24% |
$10.9K - $14K
|
9.99K
$1M
|
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-129- 0.22% |
$11.2K - $14.5K
|
59.7K
$5.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-139- 45.72% |
$12.1K - $15.6K
|
165
$16.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-142Closed |
$12.3K - $16K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-142- 2.88% |
$12.3K - $16K
|
4.79K
$481K
|