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
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-340- 13.42% |
$34.8K - $40.3K
|
2.19K
$321K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-492- 18.17% |
$50.4K - $58.3K
|
2.22K
$324K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-550- 64.4% |
$56.3K - $65.1K
|
304
$44.5K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-562- 3.92% |
$57.6K - $66.6K
|
13.8K
$2.01M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-587- 11.14% |
$60.1K - $69.5K
|
4.68K
$684K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-600- 25.0% |
$61.5K - $71.1K
|
1.8K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-660Closed |
$67.6K - $78.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-695- 5.15% |
$71.2K - $82.3K
|
12.8K
$1.87M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-711- 1.67% |
$72.8K - $84.2K
|
41.9K
$6.13M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-802Closed |
$82.2K - $95K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-908- 2.61% |
$93K - $108K
|
33.8K
$4.95M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-943- 33.05% |
$96.6K - $112K
|
1.91K
$279K
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.23K- 8.67% |
$126K - $146K
|
13K
$1.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.25K- 18.82% |
$128K - $148K
|
5.4K
$790K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.31K- 0.42% |
$134K - $155K
|
311K
$45.5M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.4K- 0.79% |
$144K - $166K
|
176K
$25.8M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.47K- 0.31% |
$150K - $174K
|
476K
$69.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.5K- 31.2% |
$153K - $177K
|
3.3K
$483K
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1.75K- 16.79% |
$179K - $207K
|
8.67K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.8KClosed |
$185K - $214K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.81KClosed |
$185K - $214K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.82K- 15.6% |
$187K - $216K
|
9.86K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-1.98KClosed |
$203K - $235K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.1K- 45.98% |
$215K - $249K
|
2.47K
$361K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.1KClosed |
$215K - $249K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.25KClosed |
$230K - $266K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.33KClosed |
$239K - $276K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.49K- 1.32% |
$255K - $295K
|
185K
$27.1M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.55KClosed |
$261K - $302K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.83K- 8.27% |
$290K - $335K
|
31.4K
$4.59M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.96K- 20.19% |
$303K - $351K
|
11.7K
$1.71M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.06KClosed |
$313K - $362K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.52K- 37.81% |
$360K - $416K
|
5.78K
$846K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.89KClosed |
$398K - $460K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4K- 50.0% |
$410K - $474K
|
4K
$585K
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-4.24KClosed |
$434K - $502K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.32KClosed |
$443K - $512K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-4.4KClosed |
$451K - $521K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.62K- 10.28% |
$473K - $547K
|
40.3K
$5.89M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.23KClosed |
$536K - $620K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.54K- 51.95% |
$670K - $775K
|
6.05K
$885K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-6.66K- 37.83% |
$682K - $789K
|
10.9K
$1.6M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-6.99K- 51.07% |
$716K - $828K
|
6.7K
$980K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.18K- 11.96% |
$736K - $851K
|
52.9K
$7.73M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.2K- 3.7% |
$738K - $853K
|
188K
$27.5M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-7.74KClosed |
$793K - $917K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.86K- 99.97% |
$805K - $931K
|
2
$293
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.3KClosed |
$953K - $1.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.56K- 10.47% |
$979K - $1.13M
|
81.7K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9K- 41.9% |
$1.32M - $1.52M
|
17.8K
$2.61M
|