Purchases and Sales Made in Q2 2022 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.6K+ 57.88% |
$5.05M - $6.37M
|
154K
$22.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
46.3KNew |
$4.14M - $5.22M
|
46.3K
$6.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.2K+ 249.17% |
$2.69M - $3.4M
|
42.3K
$6.23M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
12.4K+ 24.97% |
$1.11M - $1.4M
|
62.1K
$9.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.74K+ 234.45% |
$691K - $871K
|
11K
$1.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.33KNew |
$566K - $713K
|
6.33K
$933K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
5.37K+ 32.78% |
$480K - $605K
|
21.8K
$3.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.35K+ 4.93% |
$478K - $603K
|
114K
$16.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.97K+ 82.04% |
$444K - $559K
|
11K
$1.62M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.65KNew |
$416K - $524K
|
4.65K
$686K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.28K+ 213850.0% |
$382K - $482K
|
4.28K
$631K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.85KNew |
$344K - $433K
|
3.85K
$567K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.67KNew |
$238K - $301K
|
2.67K
$393K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.56K+ 4.15% |
$229K - $289K
|
64.3K
$9.48M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.51K+ 205.49% |
$224K - $282K
|
3.73K
$549K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.48KNew |
$221K - $279K
|
2.48K
$365K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$219K - $276K
|
2.45K
$361K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
2.13K+ 30.24% |
$190K - $239K
|
9.16K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.07K+ 35.76% |
$185K - $233K
|
7.85K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.98KNew |
$176K - $222K
|
1.98K
$291K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.73K+ 11.28% |
$154K - $195K
|
17.1K
$2.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.55K+ 10.25% |
$138K - $174K
|
16.6K
$2.45M
|
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
1.52K+ 6.14% |
$136K - $172K
|
26.4K
$3.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
885New |
$79K - $99.7K
|
885
$130K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
800New |
$71.5K - $90.1K
|
800
$118K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
758New |
$67.7K - $85.4K
|
758
$112K
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
692+ 17.63% |
$61.8K - $77.9K
|
4.62K
$680K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
652+ 7.94% |
$58.2K - $73.4K
|
8.86K
$1.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
642+ 3.74% |
$57.3K - $72.3K
|
17.8K
$2.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
640+ 35.56% |
$57.2K - $72.1K
|
2.44K
$360K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
534+ 91.44% |
$47.7K - $60.1K
|
1.12K
$165K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
520+ 47.36% |
$46.4K - $58.6K
|
1.62K
$238K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
325+ 406.25% |
$29K - $36.6K
|
405
$59.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
205New |
$18.3K - $23.1K
|
205
$30.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
201New |
$18K - $22.6K
|
201
$29.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
188New |
$16.8K - $21.2K
|
188
$27.7K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
136New |
$12.1K - $15.3K
|
136
$20K
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
110+ 3.76% |
$9.83K - $12.4K
|
3.04K
$448K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92+ 4.15% |
$8.22K - $10.4K
|
2.31K
$340K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50+ 0.55% |
$4.47K - $5.63K
|
9.17K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40+ 0.11% |
$3.57K - $4.5K
|
37.5K
$5.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 8.55% |
$2.95K - $3.72K
|
419
$61.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
25+ 0.22% |
$2.23K - $2.82K
|
11.2K
$1.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
25+ 0.28% |
$2.23K - $2.82K
|
8.92K
$1.31M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
22+ 0.22% |
$1.97K - $2.48K
|
9.88K
$1.46M
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
16+ 0.22% |
$1.43K - $1.8K
|
7.27K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13+ 0.28% |
$1.16K - $1.46K
|
4.69K
$692K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.31% |
$893 - $1.13K
|
3.28K
$483K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5+ 0.21% |
$447 - $563
|
2.34K
$345K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.33% |
$357 - $450
|
1.22K
$179K
|