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 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 9.84% |
$259K - $300K
|
30.8K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.63K- 80.31% |
$279K - $324K
|
890
$89.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.64K- 7.11% |
$280K - $324K
|
47.5K
$4.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.65K- 3.79% |
$281K - $326K
|
92.7K
$9.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.97K- 24.72% |
$305K - $354K
|
12.1K
$1.21M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.19K- 63.56% |
$323K - $374K
|
2.4K
$241K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.25K- 23.18% |
$327K - $379K
|
14.1K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.8K- 39.96% |
$370K - $428K
|
7.22K
$724K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.46K- 4.22% |
$421K - $487K
|
124K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-5.87K- 1.03% |
$452K - $523K
|
564K
$56.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.91K- 20.12% |
$455K - $527K
|
23.5K
$2.35M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-6.05KClosed |
$466K - $540K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-7.66KClosed |
$590K - $683K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.75K- 11.11% |
$597K - $691K
|
62K
$6.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.76K- 9.32% |
$598K - $692K
|
75.6K
$7.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8.84K- 20.88% |
$681K - $789K
|
33.5K
$3.36M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.11K- 88.75% |
$701K - $812K
|
1.15K
$116K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.3K- 9.08% |
$867K - $1M
|
113K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-12.2K- 37.53% |
$936K - $1.08M
|
20.2K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-13.9K- 23.41% |
$1.07M - $1.24M
|
45.6K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-15.6K- 78.2% |
$1.2M - $1.39M
|
4.34K
$436K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-16.2K- 47.72% |
$1.25M - $1.45M
|
17.8K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-16.3K- 68.85% |
$1.25M - $1.45M
|
7.36K
$739K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-17.7K- 98.07% |
$1.37M - $1.58M
|
349
$35K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-17.8K- 54.62% |
$1.37M - $1.58M
|
14.8K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21.2K- 57.01% |
$1.63M - $1.89M
|
16K
$1.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-23.3K- 25.85% |
$1.8M - $2.08M
|
66.9K
$6.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24.6K- 65.33% |
$1.9M - $2.2M
|
13.1K
$1.31M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-28.2KClosed |
$2.17M - $2.51M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-31.6K- 32.43% |
$2.43M - $2.82M
|
65.8K
$6.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-39.1K- 24.87% |
$3.01M - $3.49M
|
118K
$11.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-41.9K- 14.72% |
$3.23M - $3.74M
|
243K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-48K- 65.24% |
$3.7M - $4.28M
|
25.6K
$2.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-60.2K- 99.05% |
$4.64M - $5.37M
|
577
$57.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-63.9K- 95.89% |
$4.92M - $5.7M
|
2.74K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-64.5K- 10.32% |
$4.96M - $5.75M
|
561K
$56.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-88.5K- 90.41% |
$6.81M - $7.89M
|
9.39K
$942K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-90K- 95.32% |
$6.93M - $8.02M
|
4.42K
$444K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-152K- 92.41% |
$11.7M - $13.6M
|
12.5K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-293K- 9.85% |
$22.5M - $26.1M
|
2.68M
$269M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-441K- 64.62% |
$33.9M - $39.3M
|
241K
$24.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-858K- 96.49% |
$66M - $76.5M
|
31.2K
$3.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.16M- 20.36% |
$89.5M - $104M
|
4.55M
$457M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.76M- 33.32% |
$135M - $157M
|
3.51M
$353M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.58M- 66.03% |
$199M - $230M
|
1.33M
$133M
|