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 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 100.0% |
$77 - $89.2
|
2
$201
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.33% |
$77 - $89.2
|
76
$7.63K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2- 0.08% |
$154 - $178
|
2.4K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7- 0.07% |
$539 - $624
|
9.36K
$940K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 9.57% |
$693 - $803
|
85
$8.53K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-35- 0.27% |
$2.69K - $3.12K
|
12.9K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-46- 0.99% |
$3.54K - $4.1K
|
4.59K
$461K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-47- 58.02% |
$3.62K - $4.19K
|
34
$3.41K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-58- 19.66% |
$4.46K - $5.17K
|
237
$23.8K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-60- 4.92% |
$4.62K - $5.35K
|
1.16K
$116K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-69- 1.48% |
$5.31K - $6.15K
|
4.58K
$460K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-75- 3.56% |
$5.77K - $6.69K
|
2.03K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-91- 1.46% |
$7K - $8.11K
|
6.13K
$615K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-101- 21.0% |
$7.77K - $9.01K
|
380
$38.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-114- 4.1% |
$8.77K - $10.2K
|
2.67K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-117- 1.56% |
$9.01K - $10.4K
|
7.38K
$741K
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-123- 0.54% |
$9.47K - $11K
|
22.6K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-155- 3.72% |
$11.9K - $13.8K
|
4.01K
$402K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-157- 6.89% |
$12.1K - $14K
|
2.12K
$213K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-158- 1.21% |
$12.2K - $14.1K
|
12.9K
$1.29M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-161- 0.71% |
$12.4K - $14.4K
|
22.4K
$2.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-164- 16.89% |
$12.6K - $14.6K
|
807
$81K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-166- 0.8% |
$12.8K - $14.8K
|
20.6K
$2.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-168- 0.28% |
$12.9K - $15K
|
59.4K
$5.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-199- 3.44% |
$15.3K - $17.7K
|
5.58K
$560K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-206- 1.2% |
$15.9K - $18.4K
|
16.9K
$1.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-214- 27.72% |
$16.5K - $19.1K
|
558
$56K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-216- 2.49% |
$16.6K - $19.3K
|
8.46K
$849K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-217- 32.78% |
$16.7K - $19.3K
|
445
$44.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-219- 13.65% |
$16.9K - $19.5K
|
1.39K
$139K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-225- 45.73% |
$17.3K - $20.1K
|
267
$26.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-230- 0.45% |
$17.7K - $20.5K
|
51K
$5.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-266- 39.0% |
$20.5K - $23.7K
|
416
$41.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-268- 2.82% |
$20.6K - $23.9K
|
9.23K
$927K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-270- 16.53% |
$20.8K - $24.1K
|
1.36K
$137K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-270- 4.33% |
$20.8K - $24.1K
|
5.96K
$598K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-274- 4.4% |
$21.1K - $24.4K
|
5.95K
$597K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-280- 34.31% |
$21.6K - $25K
|
536
$53.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-281- 1.72% |
$21.6K - $25.1K
|
16.1K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-350- 10.69% |
$26.9K - $31.2K
|
2.92K
$293K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-367- 3.26% |
$28.2K - $32.7K
|
10.9K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-374- 13.53% |
$28.8K - $33.3K
|
2.39K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-375- 18.75% |
$28.9K - $33.4K
|
1.63K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-410- 4.14% |
$31.6K - $36.6K
|
9.49K
$953K
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-419- 2.2% |
$32.3K - $37.4K
|
18.6K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-434- 1.2% |
$33.4K - $38.7K
|
35.8K
$3.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-450- 3.38% |
$34.6K - $40.1K
|
12.8K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-480- 15.24% |
$36.9K - $42.8K
|
2.67K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-490- 7.62% |
$37.7K - $43.7K
|
5.94K
$596K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-495- 6.63% |
$38.1K - $44.1K
|
6.97K
$700K
|