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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
183+ 1.3% |
$14.8K - $18.9K
|
14.3K
$1.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
179New |
$14.4K - $18.5K
|
179
$18K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
170+ 3.6% |
$13.7K - $17.5K
|
4.89K
$490K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
149+ 0.16% |
$12K - $15.4K
|
94.4K
$9.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
134+ 1.99% |
$10.8K - $13.8K
|
6.86K
$689K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
127+ 1.64% |
$10.2K - $13.1K
|
7.87K
$789K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
125+ 49.8% |
$10.1K - $12.9K
|
376
$37.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
120+ 4.18% |
$9.68K - $12.4K
|
2.99K
$300K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
120+ 3.4% |
$9.68K - $12.4K
|
3.65K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
111+ 0.2% |
$8.95K - $11.5K
|
55.2K
$5.54M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
110New |
$8.87K - $11.4K
|
110
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
101+ 4.33% |
$8.14K - $10.4K
|
2.43K
$244K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
91+ 0.23% |
$7.34K - $9.39K
|
39.2K
$3.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
91+ 4.13% |
$7.34K - $9.39K
|
2.29K
$230K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
84+ 0.52% |
$6.77K - $8.67K
|
16.2K
$1.62M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
81New |
$6.53K - $8.36K
|
81
$8.13K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
80+ 22.79% |
$6.45K - $8.26K
|
431
$43.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
79+ 0.42% |
$6.37K - $8.15K
|
19K
$1.91M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67+ 3.05% |
$5.4K - $6.91K
|
2.27K
$227K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
64New |
$5.16K - $6.6K
|
64
$6.42K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 2.24% |
$4.6K - $5.88K
|
2.6K
$261K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
42+ 1.61% |
$3.39K - $4.33K
|
2.65K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
41+ 1.08% |
$3.31K - $4.23K
|
3.84K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
37+ 0.13% |
$2.98K - $3.82K
|
27.6K
$2.77M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
37New |
$2.98K - $3.82K
|
37
$3.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 0.76% |
$2.82K - $3.61K
|
4.64K
$465K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
33+ 0.42% |
$2.66K - $3.41K
|
7.84K
$787K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 1.07% |
$2.58K - $3.3K
|
3.02K
$303K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
30+ 0.74% |
$2.42K - $3.1K
|
4.06K
$408K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
27+ 0.34% |
$2.18K - $2.79K
|
8.05K
$808K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
25+ 0.47% |
$2.02K - $2.58K
|
5.31K
$533K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
24+ 1.1% |
$1.94K - $2.48K
|
2.2K
$220K
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22+ 0.59% |
$1.77K - $2.27K
|
3.75K
$377K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
21+ 3.18% |
$1.69K - $2.17K
|
682
$68.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
20+ 1.26% |
$1.61K - $2.06K
|
1.6K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.18% |
$1.45K - $1.86K
|
10K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
15New |
$1.21K - $1.55K
|
15
$1.51K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.16% |
$1.21K - $1.55K
|
9.37K
$940K
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
14+ 0.24% |
$1.13K - $1.44K
|
5.8K
$582K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
14+ 0.09% |
$1.13K - $1.44K
|
16.4K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$968 - $1.24K
|
12
$1.2K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.43% |
$968 - $1.24K
|
2.78K
$279K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.08% |
$806 - $1.03K
|
13K
$1.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$645 - $826
|
34.2K
$3.43M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.01% |
$484 - $619
|
51.3K
$5.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 166.67% |
$403 - $516
|
8
$803
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.26% |
$161 - $206
|
771
$77.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$161 - $206
|
982
$98.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.05% |
$161 - $206
|
3.65K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
2+ 8.0% |
$161 - $206
|
27
$2.71K
|