Purchases and Sales Made in Q1 2022 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
875K+ 8446.53% |
$89.6M - $104M
|
885K
$129M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 43.77% |
$3.05M - $3.53M
|
97.7K
$14.3M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22KNew |
$2.26M - $2.61M
|
22K
$3.22M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.4K+ 2.23% |
$1.07M - $1.23M
|
476K
$69.7M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.64K+ 20.1% |
$885K - $1.02M
|
51.6K
$7.55M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.61K+ 48.94% |
$882K - $1.02M
|
26.2K
$3.83M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.36K+ 17.39% |
$754K - $872K
|
49.7K
$7.27M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.14K+ 152.98% |
$424K - $490K
|
6.84K
$1M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.46KNew |
$354K - $410K
|
3.46K
$506K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.38K+ 5.78% |
$346K - $400K
|
61.7K
$9.03M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.3KNew |
$338K - $391K
|
3.3K
$483K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.86K+ 21.15% |
$293K - $339K
|
16.4K
$2.4M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.62K+ 3.1% |
$268K - $310K
|
87K
$12.7M
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.62K+ 11.77% |
$268K - $310K
|
24.8K
$3.63M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.44K+ 10.28% |
$250K - $289K
|
26.2K
$3.83M
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.4K+ 56.08% |
$246K - $285K
|
6.69K
$979K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.11K+ 7.44% |
$216K - $250K
|
30.5K
$4.46M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2KNew |
$205K - $237K
|
2K
$293K
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.99KNew |
$204K - $236K
|
1.99K
$291K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 12.29% |
$199K - $230K
|
17.7K
$2.59M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.76K+ 1.19% |
$180K - $208K
|
149K
$21.8M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.75K+ 1.64% |
$179K - $207K
|
109K
$15.9M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.32K+ 39.48% |
$135K - $156K
|
4.65K
$681K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.06K+ 25.17% |
$109K - $126K
|
5.28K
$772K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
800New |
$82K - $94.8K
|
800
$117K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
709+ 31.44% |
$72.6K - $84K
|
2.96K
$433K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
632+ 4.3% |
$64.7K - $74.9K
|
15.3K
$2.24M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
574+ 20.78% |
$58.8K - $68K
|
3.34K
$488K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
515+ 4.45% |
$52.8K - $61K
|
12.1K
$1.77M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
466New |
$47.7K - $55.2K
|
466
$68.2K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
377+ 1.63% |
$38.6K - $44.7K
|
23.6K
$3.44M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
308+ 3.59% |
$31.6K - $36.5K
|
8.89K
$1.3M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
255New |
$26.1K - $30.2K
|
255
$37.3K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
245+ 12.19% |
$25.1K - $29K
|
2.26K
$330K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
240+ 24.49% |
$24.6K - $28.4K
|
1.22K
$178K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
178New |
$18.2K - $21.1K
|
178
$26K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
139+ 0.82% |
$14.2K - $16.5K
|
17.2K
$2.51M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
123+ 0.33% |
$12.6K - $14.6K
|
37.5K
$5.48M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
105+ 1.15% |
$10.8K - $12.4K
|
9.23K
$1.35M
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
100+ 0.4% |
$10.2K - $11.8K
|
24.9K
$3.64M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
56New |
$5.74K - $6.63K
|
56
$8.19K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
53+ 0.74% |
$5.43K - $6.28K
|
7.17K
$1.05M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44+ 0.52% |
$4.51K - $5.21K
|
8.43K
$1.23M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27+ 0.27% |
$2.77K - $3.2K
|
10.2K
$1.48M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
24New |
$2.46K - $2.84K
|
24
$3.51K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.28% |
$922 - $1.07K
|
3.27K
$478K
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.23% |
$922 - $1.07K
|
3.93K
$574K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8+ 5.13% |
$820 - $948
|
164
$24K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.14% |
$717 - $829
|
5.04K
$738K
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$615 - $711
|
3.12K
$456K
|