Purchases and Sales Made in Q3 2022 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.6K+ 69.98% |
$2.59M - $3.12M
|
71.8K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.5KNew |
$2.41M - $2.9M
|
27.5K
$4.02M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.12KNew |
$800K - $963K
|
9.12K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.86K+ 5.1% |
$690K - $831K
|
162K
$23.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.48KNew |
$656K - $789K
|
7.48K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.02KNew |
$528K - $636K
|
6.02K
$880K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
5.01KNew |
$439K - $529K
|
5.01K
$733K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$396K - $476K
|
4.51K
$660K
|
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
4.2KNew |
$368K - $443K
|
4.2K
$614K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63K+ 21.26% |
$318K - $383K
|
20.7K
$3.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.31K+ 10.55% |
$290K - $350K
|
34.7K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.91K+ 2.55% |
$255K - $307K
|
117K
$17.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.82K+ 10.69% |
$247K - $298K
|
29.2K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.34K+ 100.0% |
$205K - $247K
|
4.68K
$685K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.99K+ 11.17% |
$175K - $210K
|
19.8K
$2.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.92KNew |
$168K - $203K
|
1.92K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.58K+ 771.71% |
$139K - $167K
|
1.79K
$261K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58KNew |
$138K - $166K
|
1.58K
$230K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.25KNew |
$109K - $131K
|
1.25K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.12K+ 2.19% |
$98K - $118K
|
52.2K
$7.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.04KNew |
$91K - $110K
|
1.04K
$152K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
905+ 3.24% |
$79.4K - $95.6K
|
28.8K
$4.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
878+ 4.92% |
$77K - $92.7K
|
18.7K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
834New |
$73.1K - $88.1K
|
834
$122K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
692+ 6.33% |
$60.7K - $73.1K
|
11.6K
$1.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
603+ 0.97% |
$52.9K - $63.7K
|
62.7K
$9.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
563+ 1.52% |
$49.4K - $59.5K
|
37.7K
$5.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
516New |
$45.3K - $54.5K
|
516
$75.5K
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 9.43% |
$43.9K - $52.8K
|
5.8K
$848K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
416+ 1.11% |
$36.5K - $43.9K
|
37.9K
$5.55M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
370+ 9.93% |
$32.4K - $39.1K
|
4.1K
$599K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
367+ 2.21% |
$32.2K - $38.8K
|
17K
$2.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
332New |
$29.1K - $35.1K
|
332
$48.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
324+ 5.12% |
$28.4K - $34.2K
|
6.66K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
305+ 3.09% |
$26.7K - $32.2K
|
10.2K
$1.49M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
300+ 10.04% |
$26.3K - $31.7K
|
3.29K
$481K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
300New |
$26.3K - $31.7K
|
300
$43.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
284New |
$24.9K - $30K
|
284
$41.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
268+ 10.93% |
$23.5K - $28.3K
|
2.72K
$398K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
243+ 2.74% |
$21.3K - $25.7K
|
9.11K
$1.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
237New |
$20.8K - $25K
|
237
$34.7K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
197+ 1.69% |
$17.3K - $20.8K
|
11.9K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
162+ 2.26% |
$14.2K - $17.1K
|
7.34K
$1.07M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
121+ 0.52% |
$10.6K - $12.8K
|
23.5K
$3.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
100+ 24.69% |
$8.77K - $10.6K
|
505
$73.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 3.94% |
$8.51K - $10.2K
|
2.56K
$375K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
93+ 0.36% |
$8.16K - $9.82K
|
26.2K
$3.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
62New |
$5.44K - $6.55K
|
62
$9.07K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$8.19K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 0.56% |
$4.39K - $5.28K
|
8.98K
$1.31M
|