Purchases and Sales Made in Q3 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
12K+ 376.21% |
$971K - $1.24M
|
15.2K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12K+ 76.92% |
$968K - $1.24M
|
27.6K
$2.77M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
11.5K+ 68.43% |
$924K - $1.18M
|
28.2K
$2.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11.2KNew |
$906K - $1.16M
|
11.2K
$1.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.1K+ 160.64% |
$899K - $1.15M
|
18.1K
$1.82M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10.8K+ 605.42% |
$874K - $1.12M
|
12.6K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.6K+ 122.17% |
$851K - $1.09M
|
19.2K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
10KNew |
$806K - $1.03M
|
10K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.8K+ 183.81% |
$710K - $908K
|
13.6K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.44KNew |
$681K - $871K
|
8.44K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.98KNew |
$644K - $823K
|
7.98K
$801K
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.66KNew |
$618K - $791K
|
7.66K
$769K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$610K - $780K
|
7.56K
$759K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.1K+ 7.17% |
$573K - $733K
|
106K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.1K+ 111.44% |
$572K - $733K
|
13.5K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.6KNew |
$532K - $681K
|
6.6K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6.07K+ 3675.76% |
$489K - $626K
|
6.23K
$625K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6.02K+ 13.33% |
$485K - $621K
|
51.1K
$5.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
5.3K+ 138.0% |
$427K - $546K
|
9.13K
$916K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
5.2K+ 62.92% |
$419K - $537K
|
13.5K
$1.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
5.14K+ 47.15% |
$415K - $531K
|
16.1K
$1.61M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
5.03K+ 24.12% |
$406K - $519K
|
25.9K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.9K+ 1.26% |
$395K - $506K
|
394K
$39.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
4.85KNew |
$391K - $500K
|
4.85K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.78K+ 5.97% |
$385K - $493K
|
84.8K
$8.51M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.52KNew |
$364K - $466K
|
4.52K
$454K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.31KNew |
$348K - $445K
|
4.31K
$433K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.16K+ 12.42% |
$336K - $429K
|
37.7K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.01K+ 3.7% |
$323K - $413K
|
112K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.94KNew |
$317K - $406K
|
3.94K
$395K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.75K+ 12.41% |
$303K - $387K
|
34K
$3.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.73KNew |
$300K - $384K
|
3.73K
$374K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.69K+ 2.5% |
$297K - $380K
|
151K
$15.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.65K+ 30.16% |
$294K - $377K
|
15.8K
$1.58M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.55K+ 10.62% |
$287K - $367K
|
37K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.55K+ 7.68% |
$286K - $366K
|
49.7K
$4.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.5K+ 118.9% |
$283K - $362K
|
6.45K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.48K+ 9.72% |
$281K - $359K
|
39.3K
$3.94M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.48K+ 9.72% |
$281K - $359K
|
39.3K
$3.94M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.47KNew |
$280K - $358K
|
3.47K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.42KNew |
$276K - $353K
|
3.42K
$343K
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.28KNew |
$265K - $339K
|
3.28K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.28K+ 14.64% |
$265K - $339K
|
25.7K
$2.58M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.2K+ 41.66% |
$258K - $330K
|
10.9K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.15K+ 6.64% |
$254K - $325K
|
50.6K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.14K+ 20.64% |
$253K - $324K
|
18.3K
$1.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
3.13K+ 104266.67% |
$252K - $323K
|
3.13K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3.09KNew |
$249K - $318K
|
3.09K
$310K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.94KNew |
$237K - $303K
|
2.94K
$295K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.85K+ 22.58% |
$230K - $294K
|
15.5K
$1.55M
|