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
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.4K- 71.75% |
$113K - $144K
|
550
$55.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.41K- 6.43% |
$114K - $145K
|
20.5K
$2.06M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.55K- 1.18% |
$125K - $160K
|
130K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.63K- 22.79% |
$132K - $168K
|
5.53K
$555K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.72K- 4.43% |
$139K - $178K
|
37.2K
$3.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.83K- 14.56% |
$147K - $189K
|
10.7K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.84K- 8.29% |
$148K - $190K
|
20.3K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.9K- 4.83% |
$153K - $196K
|
37.3K
$3.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 9.54% |
$155K - $199K
|
18.2K
$1.83M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.99K- 23.65% |
$161K - $205K
|
6.43K
$645K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 36.48% |
$168K - $215K
|
3.63K
$364K
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.12K- 17.14% |
$171K - $219K
|
10.3K
$1.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.22K- 14.53% |
$179K - $229K
|
13K
$1.31M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.29KClosed |
$185K - $236K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.42K- 4.54% |
$195K - $250K
|
50.9K
$5.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.48K- 5.62% |
$200K - $255K
|
41.6K
$4.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.49K- 5.17% |
$201K - $257K
|
45.7K
$4.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.64K- 13.49% |
$213K - $273K
|
17K
$1.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.81K- 23.03% |
$227K - $290K
|
9.4K
$944K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.92K- 33.56% |
$235K - $301K
|
5.78K
$580K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.07K- 43.21% |
$248K - $317K
|
4.04K
$405K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.15K- 35.48% |
$254K - $325K
|
5.72K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.26K- 45.2% |
$263K - $337K
|
3.95K
$397K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.5K- 15.2% |
$282K - $361K
|
19.5K
$1.96M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 30.29% |
$302K - $386K
|
8.61K
$864K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-4.24K- 13.13% |
$342K - $438K
|
28.1K
$2.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.1K- 62.54% |
$411K - $526K
|
3.06K
$307K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6.13K- 12.01% |
$494K - $632K
|
44.9K
$4.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-7.29K- 22.69% |
$588K - $753K
|
24.9K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-7.3K- 10.81% |
$589K - $753K
|
60.2K
$6.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-7.42K- 5.52% |
$598K - $766K
|
127K
$12.7M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-7.55K- 31.73% |
$609K - $779K
|
16.2K
$1.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.84K- 37.75% |
$632K - $809K
|
12.9K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.25K- 7.87% |
$666K - $852K
|
96.6K
$9.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.42K- 27.06% |
$679K - $869K
|
22.7K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.85K- 1.36% |
$794K - $1.02M
|
714K
$71.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-10.4K- 70.21% |
$838K - $1.07M
|
4.41K
$442K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-10.4K- 70.21% |
$838K - $1.07M
|
4.41K
$442K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11K- 87.07% |
$887K - $1.14M
|
1.63K
$164K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 8.82% |
$1M - $1.28M
|
128K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-13.8K- 84.86% |
$1.11M - $1.42M
|
2.46K
$246K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-13.9K- 2.39% |
$1.12M - $1.44M
|
570K
$57.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14.6K- 52.37% |
$1.18M - $1.51M
|
13.3K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-15.6K- 99.99% |
$1.26M - $1.61M
|
1
$100
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.6K- 2.58% |
$1.26M - $1.61M
|
589K
$59.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.9K- 27.98% |
$1.28M - $1.64M
|
40.9K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 14.53% |
$1.32M - $1.69M
|
96.3K
$9.67M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.4K- 12.95% |
$1.32M - $1.69M
|
110K
$11.1M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-17.8K- 85.62% |
$1.43M - $1.83M
|
2.99K
$300K
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-18.9K- 54.28% |
$1.52M - $1.95M
|
15.9K
$1.59M
|