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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-495- 6.63% |
$38.1K - $44.1K
|
6.97K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-509- 1.31% |
$39.2K - $45.4K
|
38.2K
$3.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-514- 10.59% |
$39.6K - $45.8K
|
4.34K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-529- 6.73% |
$40.7K - $47.2K
|
7.33K
$703K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-539- 19.08% |
$41.5K - $48.1K
|
2.29K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-580- 8.45% |
$44.6K - $51.7K
|
6.28K
$603K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-606- 5.98% |
$46.6K - $54K
|
9.54K
$915K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-609- 2.45% |
$46.9K - $54.3K
|
24.2K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-640- 48.74% |
$49.3K - $57.1K
|
673
$64.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-735- 9.35% |
$56.6K - $65.5K
|
7.13K
$684K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-741- 28.06% |
$57K - $66.1K
|
1.9K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-848- 10.16% |
$65.3K - $75.6K
|
7.5K
$720K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-928- 6.97% |
$71.4K - $82.7K
|
12.4K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-971- 27.25% |
$74.7K - $86.6K
|
2.59K
$249K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-973- 17.02% |
$74.9K - $86.8K
|
4.75K
$455K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-982- 5.38% |
$75.6K - $87.6K
|
17.3K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-990- 6.17% |
$76.2K - $88.3K
|
15.1K
$1.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-999- 37.44% |
$76.9K - $89.1K
|
1.67K
$160K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-1K- 14.29% |
$77K - $89.2K
|
6K
$576K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.02K- 15.86% |
$78.1K - $90.5K
|
5.39K
$517K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.02K- 11.72% |
$78.4K - $90.9K
|
7.67K
$736K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.06K- 5.18% |
$81.7K - $94.7K
|
19.5K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.18K- 22.41% |
$90.7K - $105K
|
4.08K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.31K- 6.17% |
$101K - $117K
|
20K
$1.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.37K- 17.06% |
$106K - $122K
|
6.68K
$640K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.39K- 17.43% |
$107K - $124K
|
6.59K
$632K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1.4K- 2.17% |
$108K - $125K
|
63K
$6.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.41K- 3.01% |
$108K - $126K
|
45.3K
$4.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 0.21% |
$115K - $134K
|
713K
$68.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.56K- 5.77% |
$120K - $139K
|
25.4K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.59K- 18.77% |
$122K - $141K
|
6.86K
$658K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.62K- 17.18% |
$124K - $144K
|
7.79K
$747K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.62K- 11.41% |
$125K - $145K
|
12.6K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 27.02% |
$130K - $150K
|
4.55K
$436K
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.69K- 2.95% |
$130K - $150K
|
55.5K
$5.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.85K- 28.44% |
$142K - $165K
|
4.66K
$447K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.97K- 7.59% |
$152K - $176K
|
24K
$2.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.98K- 20.29% |
$152K - $176K
|
7.77K
$745K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.05K- 1.09% |
$157K - $182K
|
185K
$17.7M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.05K- 20.45% |
$157K - $182K
|
7.95K
$763K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.1K- 4.11% |
$161K - $187K
|
48.8K
$4.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.16K- 2.23% |
$166K - $192K
|
94.5K
$9.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.23K- 20.78% |
$172K - $199K
|
8.5K
$815K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.27K- 6.07% |
$174K - $202K
|
35.1K
$3.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.28K- 13.42% |
$175K - $203K
|
14.7K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.38K- 2.8% |
$183K - $212K
|
82.4K
$7.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.43K- 8.23% |
$187K - $216K
|
27.1K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.61K- 49.15% |
$201K - $233K
|
2.7K
$259K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.9K- 7.97% |
$223K - $259K
|
33.5K
$3.21M
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3.16K- 45.01% |
$243K - $282K
|
3.87K
$371K
|