Purchases and Sales Made in Q4 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q4 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 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.01K+ 13.39% |
$463K - $536K
|
50.9K
$5.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.95K+ 92.19% |
$458K - $530K
|
12.4K
$1.24M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
5.94KNew |
$457K - $529K
|
5.94K
$596K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.89KNew |
$453K - $525K
|
5.89K
$591K
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.43KNew |
$418K - $484K
|
5.43K
$545K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.92K+ 17.45% |
$379K - $439K
|
33.1K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
4.68K+ 32.72% |
$360K - $417K
|
19K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.63KNew |
$356K - $413K
|
4.63K
$464K
|
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.6KNew |
$354K - $410K
|
4.6K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.45KNew |
$343K - $397K
|
4.45K
$447K
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.41KNew |
$339K - $393K
|
4.41K
$442K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.27K+ 6.1% |
$328K - $380K
|
74.2K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
4.13KNew |
$318K - $368K
|
4.13K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.01K+ 136.97% |
$309K - $357K
|
6.94K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
3.93KNew |
$302K - $350K
|
3.93K
$394K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.66K+ 9.34% |
$282K - $326K
|
42.8K
$4.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.63KNew |
$279K - $324K
|
3.63K
$364K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.49KNew |
$269K - $311K
|
3.49K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.48K+ 1609.26% |
$268K - $310K
|
3.69K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.47KNew |
$267K - $310K
|
3.47K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.19K+ 2.51% |
$246K - $285K
|
130K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.13K+ 1.37% |
$241K - $279K
|
231K
$23.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 38.52% |
$235K - $272K
|
11K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.86KNew |
$220K - $255K
|
2.86K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.8KNew |
$216K - $250K
|
2.8K
$281K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.74K+ 67.3% |
$211K - $244K
|
6.8K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2.61KNew |
$201K - $233K
|
2.61K
$262K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.6K+ 10.05% |
$200K - $232K
|
28.5K
$2.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2.58K+ 62.05% |
$198K - $230K
|
6.73K
$675K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
2.55KNew |
$196K - $227K
|
2.55K
$256K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2.53K+ 28100.0% |
$195K - $226K
|
2.54K
$255K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.4KNew |
$185K - $214K
|
2.4K
$241K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.38K+ 4.7% |
$183K - $212K
|
52.9K
$5.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$183K - $212K
|
2.38K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.33K+ 0.99% |
$179K - $207K
|
236K
$23.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
2.28K+ 17.11% |
$175K - $203K
|
15.6K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.22K+ 10.57% |
$171K - $198K
|
23.2K
$2.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.15KNew |
$166K - $192K
|
2.15K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.01K+ 10.95% |
$155K - $179K
|
20.3K
$2.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
1.99K+ 1.38% |
$153K - $178K
|
147K
$14.7M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.9KNew |
$146K - $169K
|
1.9K
$190K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
1.69K+ 3.5% |
$130K - $151K
|
49.9K
$5.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.66K+ 4.49% |
$128K - $148K
|
38.7K
$3.88M
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.66K+ 12.04% |
$127K - $148K
|
15.4K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.64K+ 3.95% |
$126K - $146K
|
43.2K
$4.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.63K+ 3.59% |
$125K - $145K
|
47.1K
$4.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.54KNew |
$118K - $137K
|
1.54K
$154K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.49K+ 19.04% |
$115K - $133K
|
9.33K
$937K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 41.05% |
$115K - $133K
|
5.12K
$513K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.46K+ 8.91% |
$112K - $130K
|
17.8K
$1.79M
|