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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49+ 0.44% |
$4.3K - $5.17K
|
11.1K
$1.63M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
35+ 0.31% |
$3.07K - $3.7K
|
11.3K
$1.66M
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
34+ 0.59% |
$2.98K - $3.59K
|
5.83K
$860K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$2.89K - $3.49K
|
33
$4.87K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21+ 0.45% |
$1.84K - $2.22K
|
4.71K
$695K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12+ 0.13% |
$1.05K - $1.27K
|
9.05K
$1.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.26% |
$1.05K - $1.27K
|
4.64K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
11New |
$965 - $1.16K
|
11
$1.62K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.11% |
$439 - $528
|
4.66K
$687K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.22% |
$439 - $528
|
2.31K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.41% |
$439 - $528
|
1.22K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.08% |
$263 - $317
|
3.85K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.04% |
$87.7 - $106
|
2.34K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$87.7 - $106
|
5.28K
$778K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 20.0% |
$87.7 - $106
|
4
$590
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-9- 7.09% |
$789 - $950
|
118
$17.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-14- 1.25% |
$1.23K - $1.48K
|
1.1K
$163K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 7.88% |
$2.89K - $3.49K
|
386
$56.9K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-44- 0.67% |
$3.86K - $4.65K
|
6.56K
$968K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-54- 0.88% |
$4.74K - $5.7K
|
6.08K
$897K
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
SELL
|
- |
-64- 4.93% |
$5.61K - $6.76K
|
1.23K
$182K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-76- 2.12% |
$6.67K - $8.03K
|
3.51K
$518K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-87- 0.89% |
$7.63K - $9.19K
|
9.74K
$1.44M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-100- 1.06% |
$8.77K - $10.6K
|
9.29K
$1.37M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-110- 0.44% |
$9.65K - $11.6K
|
24.9K
$3.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-135- 2.75% |
$11.8K - $14.3K
|
4.78K
$704K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-136- 0.91% |
$11.9K - $14.4K
|
14.9K
$2.19M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-152- 2.01% |
$13.3K - $16.1K
|
7.4K
$1.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-155- 5.2% |
$13.6K - $16.4K
|
2.82K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-180- 0.22% |
$15.8K - $19K
|
81K
$11.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-200- 25.0% |
$17.5K - $21.1K
|
600
$88.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-209- 9.96% |
$18.3K - $22.1K
|
1.89K
$279K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-290- 1.3% |
$25.4K - $30.6K
|
22.1K
$3.25M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-298- 5.26% |
$26.1K - $31.5K
|
5.37K
$792K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-380- 10.41% |
$33.3K - $40.1K
|
3.27K
$482K
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-410- 4.81% |
$36K - $43.3K
|
8.12K
$1.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-459- 1.42% |
$40.3K - $48.5K
|
31.8K
$4.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 7.1% |
$43.9K - $52.8K
|
6.54K
$965K
|
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-656- 7.06% |
$57.5K - $69.3K
|
8.63K
$1.27M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-670- 1.27% |
$58.8K - $70.8K
|
52.2K
$7.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-682- 14.77% |
$59.8K - $72K
|
3.94K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-726- 10.17% |
$63.7K - $76.7K
|
6.42K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-892- 8.1% |
$78.2K - $94.2K
|
10.1K
$1.49M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-936- 39.13% |
$82.1K - $98.9K
|
1.46K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-943- 5.59% |
$82.7K - $99.6K
|
15.9K
$2.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.08K- 0.59% |
$94.8K - $114K
|
183K
$27M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.09K- 13.83% |
$95.2K - $115K
|
6.77K
$997K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.13K- 21.42% |
$98.8K - $119K
|
4.13K
$609K
|