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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-226Closed |
$18.2K - $23.3K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-231- 7.54% |
$18.6K - $23.8K
|
2.83K
$284K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-250- 4.44% |
$20.2K - $25.8K
|
5.39K
$541K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-250- 7.09% |
$20.2K - $25.8K
|
3.27K
$329K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-250- 14.83% |
$20.2K - $25.8K
|
1.44K
$144K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-270- 9.6% |
$21.8K - $27.9K
|
2.54K
$255K
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-292- 0.51% |
$23.5K - $30.1K
|
57.2K
$5.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-300- 29.7% |
$24.2K - $31K
|
710
$71.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-320- 4.57% |
$25.8K - $33K
|
6.69K
$671K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-373- 10.08% |
$30.1K - $38.5K
|
3.33K
$334K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-381- 0.42% |
$30.7K - $39.3K
|
90.3K
$9.06M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-383- 43.77% |
$30.9K - $39.5K
|
492
$49.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-400- 0.4% |
$32.3K - $41.3K
|
98.5K
$9.89M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-410- 5.5% |
$33.1K - $42.3K
|
7.04K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-424Closed |
$34.2K - $43.8K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-444- 6.99% |
$35.8K - $45.8K
|
5.91K
$593K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-454- 40.18% |
$36.6K - $46.8K
|
676
$67.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-465- 1.56% |
$37.5K - $48K
|
29.4K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-465- 0.2% |
$37.5K - $48K
|
228K
$22.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-475- 2.63% |
$38.3K - $49K
|
17.6K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-477- 5.14% |
$38.5K - $49.2K
|
8.81K
$884K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-487- 12.57% |
$39.3K - $50.3K
|
3.39K
$340K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-489- 4.78% |
$39.4K - $50.5K
|
9.75K
$978K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 7.85% |
$40.3K - $51.6K
|
5.87K
$589K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-500- 2.29% |
$40.3K - $51.6K
|
21.3K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-500- 50.0% |
$40.3K - $51.6K
|
500
$50.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-523- 18.67% |
$42.2K - $54K
|
2.28K
$229K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-586- 10.77% |
$47.3K - $60.5K
|
4.86K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-587- 2.68% |
$47.3K - $60.6K
|
21.3K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-600- 35.29% |
$48.4K - $61.9K
|
1.1K
$110K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-606- 0.93% |
$48.9K - $62.5K
|
64.4K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-657- 3.37% |
$53K - $67.8K
|
18.9K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-659- 9.48% |
$53.1K - $68K
|
6.3K
$632K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-708- 11.87% |
$57.1K - $73.1K
|
5.26K
$528K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-738- 25.54% |
$59.5K - $76.2K
|
2.15K
$216K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-752- 14.14% |
$60.6K - $77.6K
|
4.57K
$458K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-843- 5.96% |
$68K - $87K
|
13.3K
$1.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-879- 23.06% |
$70.9K - $90.7K
|
2.93K
$294K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-910- 8.23% |
$73.4K - $93.9K
|
10.1K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-918- 8.48% |
$74K - $94.7K
|
9.9K
$994K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-943- 0.4% |
$76K - $97.3K
|
234K
$23.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-983- 3.65% |
$79.3K - $101K
|
26K
$2.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.02K- 13.72% |
$82.1K - $105K
|
6.4K
$642K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.09K- 7.58% |
$88.1K - $113K
|
13.3K
$1.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
SELL
|
- |
-1.14K- 0.78% |
$91.8K - $117K
|
145K
$14.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 27.6% |
$92.7K - $119K
|
3.01K
$302K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.23K- 3.06% |
$99.5K - $127K
|
39.1K
$3.92M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.3K- 27.02% |
$105K - $134K
|
3.5K
$351K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.32K- 14.37% |
$106K - $136K
|
7.86K
$789K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-1.34K- 1.88% |
$108K - $138K
|
69.9K
$7.02M
|