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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$268 - $338
|
17.7K
$2.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.3% |
$179 - $225
|
659
$98.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$89.3 - $113
|
3.65K
$544K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$89.3 - $113
|
7.18K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 25.0% |
$89.3 - $113
|
5
$746
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$89.3 - $113
|
5.28K
$787K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.9% |
$89.3 - $113
|
112
$16.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2Closed |
$179 - $225
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-2Closed |
$179 - $225
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-7Closed |
$625 - $788
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15- 0.03% |
$1.34K - $1.69K
|
52.9K
$7.88M
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-40- 0.42% |
$3.57K - $4.5K
|
9.39K
$1.4M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-44- 0.38% |
$3.93K - $4.95K
|
11.7K
$1.74M
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-51- 28.65% |
$4.56K - $5.74K
|
127
$18.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56Closed |
$5K - $6.31K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-69- 2.8% |
$6.16K - $7.77K
|
2.39K
$357K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-82Closed |
$7.32K - $9.23K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86- 3.92% |
$7.68K - $9.68K
|
2.11K
$314K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-96- 0.37% |
$8.57K - $10.8K
|
26.1K
$3.89M
|
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 0.58% |
$8.93K - $11.3K
|
17K
$2.54M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-110- 1.55% |
$9.83K - $12.4K
|
6.97K
$1.04M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-116- 38.16% |
$10.4K - $13.1K
|
188
$28K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-128- 1.67% |
$11.4K - $14.4K
|
7.55K
$1.13M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-131- 0.56% |
$11.7K - $14.8K
|
23.4K
$3.49M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-136- 4.57% |
$12.1K - $15.3K
|
2.84K
$424K
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-142- 4.55% |
$12.7K - $16K
|
2.98K
$444K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-150- 0.09% |
$13.4K - $16.9K
|
176K
$26.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-157- 6.96% |
$14K - $17.7K
|
2.1K
$313K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-164Closed |
$14.6K - $18.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-173- 2.96% |
$15.5K - $19.5K
|
5.67K
$846K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-190- 2.08% |
$17K - $21.4K
|
8.93K
$1.33M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-194- 1.14% |
$17.3K - $21.8K
|
16.9K
$2.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-217- 16.01% |
$19.4K - $24.4K
|
1.14K
$170K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-230- 3.36% |
$20.5K - $25.9K
|
6.61K
$985K
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-240- 4.66% |
$21.4K - $27K
|
4.91K
$732K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-255Closed |
$22.8K - $28.7K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-282Closed |
$25.2K - $31.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-328- 3.23% |
$29.3K - $36.9K
|
9.82K
$1.46M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-388- 2.52% |
$34.7K - $43.7K
|
15K
$2.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-404- 1.48% |
$36.1K - $45.5K
|
26.8K
$4M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-419- 8.31% |
$37.4K - $47.2K
|
4.62K
$690K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-426- 58.68% |
$38.1K - $48K
|
300
$44.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-462- 5.14% |
$41.3K - $52K
|
8.53K
$1.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-490- 9.07% |
$43.8K - $55.2K
|
4.91K
$732K
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 6.63% |
$44.7K - $56.3K
|
7.04K
$1.05M
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-519- 5.29% |
$46.4K - $58.4K
|
9.29K
$1.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-535- 1.04% |
$47.8K - $60.2K
|
51.1K
$7.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-552- 0.68% |
$49.3K - $62.2K
|
81.2K
$12.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-560Closed |
$50K - $63.1K
|
0
$0
|