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 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.17% |
$410 - $474
|
2.34K
$344K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.25% |
$307 - $355
|
1.21K
$179K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$205 - $237
|
3.65K
$538K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.01% |
$102 - $118
|
8.21K
$1.21M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2- 0.05% |
$205 - $237
|
3.69K
$544K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10- 83.33% |
$1.02K - $1.18K
|
2
$295
|
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.59% |
$1.33K - $1.54K
|
2.18K
$321K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22Closed |
$2.25K - $2.61K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23- 0.05% |
$2.36K - $2.72K
|
42.2K
$6.22M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24- 0.22% |
$2.46K - $2.84K
|
10.9K
$1.61M
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-27- 0.24% |
$2.77K - $3.2K
|
11.2K
$1.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-37Closed |
$3.79K - $4.38K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-43- 95.56% |
$4.41K - $5.09K
|
2
$295
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-48- 3.42% |
$4.92K - $5.69K
|
1.36K
$200K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50Closed |
$5.12K - $5.92K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-50- 0.32% |
$5.12K - $5.92K
|
15.7K
$2.32M
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-52- 4.52% |
$5.33K - $6.16K
|
1.1K
$162K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-54- 88.52% |
$5.53K - $6.4K
|
7
$1.03K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-86- 2.91% |
$8.81K - $10.2K
|
2.87K
$423K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-87- 7.18% |
$8.91K - $10.3K
|
1.12K
$166K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-93- 0.94% |
$9.53K - $11K
|
9.81K
$1.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-93- 4.62% |
$9.53K - $11K
|
1.92K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-94- 1.02% |
$9.63K - $11.1K
|
9.12K
$1.34M
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-100- 5.21% |
$10.2K - $11.8K
|
1.82K
$268K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-100- 3.24% |
$10.2K - $11.8K
|
2.99K
$441K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-110- 0.71% |
$11.3K - $13K
|
15.4K
$2.27M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-129- 1.75% |
$13.2K - $15.3K
|
7.25K
$1.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-130- 1.41% |
$13.3K - $15.4K
|
9.09K
$1.34M
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-134- 4.38% |
$13.7K - $15.9K
|
2.93K
$432K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-134- 1.29% |
$13.7K - $15.9K
|
10.2K
$1.51M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-135- 17.05% |
$13.8K - $16K
|
657
$96.9K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-136Closed |
$13.9K - $16.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-138- 16.55% |
$14.1K - $16.3K
|
696
$103K
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-139- 3.73% |
$14.2K - $16.5K
|
3.59K
$529K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-147- 3.65% |
$15.1K - $17.4K
|
3.88K
$572K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-148- 1.53% |
$15.2K - $17.5K
|
9.53K
$1.4M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-148- 1.93% |
$15.2K - $17.5K
|
7.52K
$1.11M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-153- 0.89% |
$15.7K - $18.1K
|
17.1K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-185- 0.78% |
$19K - $21.9K
|
23.6K
$3.49M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-200- 5.84% |
$20.5K - $23.7K
|
3.23K
$475K
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-200- 2.08% |
$20.5K - $23.7K
|
9.43K
$1.39M
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-200- 2.58% |
$20.5K - $23.7K
|
7.54K
$1.11M
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-216- 2.35% |
$22.1K - $25.6K
|
8.99K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-242- 4.4% |
$24.8K - $28.7K
|
5.26K
$775K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-300- 1.12% |
$30.7K - $35.5K
|
26.4K
$3.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-319- 3.99% |
$32.7K - $37.8K
|
7.68K
$1.13M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-321- 37.37% |
$32.9K - $38K
|
538
$79.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-327- 2.12% |
$33.5K - $38.7K
|
15.1K
$2.22M
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-331Closed |
$33.9K - $39.2K
|
0
$0
|