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 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.55KNew |
$205K - $263K
|
2.55K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2.5KNew |
$202K - $258K
|
2.5K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.49K+ 9.46% |
$201K - $257K
|
28.8K
$2.89M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.37K+ 860.36% |
$191K - $244K
|
2.64K
$265K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
2.16K+ 83.83% |
$174K - $223K
|
4.73K
$475K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.77KNew |
$143K - $182K
|
1.77K
$177K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.72K+ 0.93% |
$138K - $177K
|
187K
$18.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.7KNew |
$137K - $175K
|
1.7K
$170K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.64K+ 23.32% |
$133K - $170K
|
8.69K
$872K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.47K+ 3.58% |
$118K - $151K
|
42.4K
$4.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.39K+ 3.16% |
$112K - $144K
|
45.4K
$4.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.38K+ 18.76% |
$111K - $143K
|
8.75K
$878K
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
1.28K+ 0.47% |
$103K - $132K
|
272K
$27.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
1.22K+ 8.09% |
$98.7K - $126K
|
16.4K
$1.64M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.17K+ 77.75% |
$94.1K - $120K
|
2.67K
$268K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.11K+ 13.24% |
$89.7K - $115K
|
9.51K
$954K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.03K+ 15.91% |
$83K - $106K
|
7.5K
$752K
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
1.02K+ 5.85% |
$82.5K - $106K
|
18.5K
$1.86M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
884+ 253.3% |
$71.3K - $91.2K
|
1.23K
$124K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
854New |
$68.9K - $88.1K
|
854
$85.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
801+ 1.27% |
$64.6K - $82.7K
|
63.6K
$6.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
794+ 10.07% |
$64K - $81.9K
|
8.68K
$871K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
792+ 8.14% |
$63.9K - $81.7K
|
10.5K
$1.06M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
673+ 105.16% |
$54.3K - $69.4K
|
1.31K
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
660+ 8.58% |
$53.2K - $68.1K
|
8.35K
$838K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
613New |
$49.4K - $63.3K
|
613
$61.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
544New |
$43.9K - $56.1K
|
544
$54.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
534+ 3.99% |
$43.1K - $55.1K
|
13.9K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
528+ 6.76% |
$42.6K - $54.5K
|
8.34K
$837K
|
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
444+ 15.31% |
$35.8K - $45.8K
|
3.34K
$336K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
397+ 1.04% |
$32K - $41K
|
38.7K
$3.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
391+ 3.36% |
$31.5K - $40.3K
|
12K
$1.21M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
390+ 41.85% |
$31.4K - $40.2K
|
1.32K
$133K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
390+ 41.85% |
$31.4K - $40.2K
|
1.32K
$133K
|
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
378+ 9.6% |
$30.5K - $39K
|
4.32K
$433K
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
368+ 8.39% |
$29.7K - $38K
|
4.75K
$477K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
363+ 88.75% |
$29.3K - $37.5K
|
772
$77.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
358+ 3.92% |
$28.9K - $36.9K
|
9.5K
$953K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
338+ 14.44% |
$27.3K - $34.9K
|
2.68K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
320+ 7.2% |
$25.8K - $33K
|
4.77K
$478K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
316+ 0.48% |
$25.5K - $32.6K
|
65.9K
$6.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
289New |
$23.3K - $29.8K
|
289
$29K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
275+ 1.74% |
$22.2K - $28.4K
|
16.1K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
251+ 1.7% |
$20.2K - $25.9K
|
15K
$1.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
234+ 0.49% |
$18.9K - $24.1K
|
48.2K
$4.84M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
227+ 2.02% |
$18.3K - $23.4K
|
11.4K
$1.15M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
226New |
$18.2K - $23.3K
|
226
$22.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
221+ 2.1% |
$17.8K - $22.8K
|
10.7K
$1.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
221+ 0.32% |
$17.8K - $22.8K
|
69.8K
$7M
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
198+ 1.79% |
$16K - $20.4K
|
11.3K
$1.13M
|