Purchases and Sales Made in Q4 2022 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
768K+ 18590.02% |
$67.2M - $76.6M
|
772K
$114M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.3K+ 63.02% |
$7.29M - $8.31M
|
216K
$31.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
53.8K+ 1126.77% |
$4.71M - $5.37M
|
58.6K
$8.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.4K+ 525.23% |
$4.32M - $4.93M
|
58.8K
$8.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.9K+ 65.49% |
$4.28M - $4.88M
|
124K
$18.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
43.5KNew |
$3.81M - $4.34M
|
43.5K
$6.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.8K+ 39.26% |
$2.78M - $3.17M
|
113K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 6.36% |
$2.51M - $2.86M
|
480K
$70.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.1K+ 344.44% |
$1.93M - $2.2M
|
28.5K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.2KNew |
$1.42M - $1.62M
|
16.2K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
11.9K+ 2361.19% |
$1.04M - $1.19M
|
12.4K
$1.83M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.3K+ 116.34% |
$986K - $1.12M
|
21K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
9.29KNew |
$813K - $927K
|
9.29K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.22K+ 3.12% |
$807K - $919K
|
304K
$44.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.01K+ 48.11% |
$789K - $899K
|
27.7K
$4.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.25KNew |
$634K - $722K
|
7.25K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.99K+ 239.0% |
$611K - $697K
|
9.91K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.53KNew |
$571K - $651K
|
6.53K
$962K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.76K+ 100.89% |
$416K - $474K
|
9.47K
$1.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.71KNew |
$324K - $370K
|
3.71K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.37KNew |
$294K - $336K
|
3.37K
$496K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.97K+ 10.32% |
$260K - $296K
|
31.8K
$4.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.93KNew |
$256K - $292K
|
2.93K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.85KNew |
$249K - $284K
|
2.85K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.8K+ 1.73% |
$245K - $280K
|
165K
$24.3M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.46KNew |
$215K - $245K
|
2.46K
$362K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.32KNew |
$203K - $231K
|
2.32K
$342K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.2KNew |
$193K - $220K
|
2.2K
$324K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.18KNew |
$191K - $217K
|
2.18K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 32.73% |
$172K - $196K
|
7.99K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.8K+ 4.75% |
$157K - $179K
|
39.7K
$5.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.76KNew |
$154K - $175K
|
1.76K
$259K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.59K+ 21.6% |
$139K - $158K
|
8.92K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.42K+ 0.77% |
$124K - $141K
|
185K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.4K+ 56.45% |
$122K - $140K
|
3.88K
$572K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.33K+ 11.25% |
$117K - $133K
|
13.2K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.21K+ 17.95% |
$106K - $121K
|
7.98K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 1.02% |
$104K - $119K
|
118K
$17.4M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.18KNew |
$103K - $118K
|
1.18K
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.12KNew |
$98.1K - $112K
|
1.12K
$165K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
664New |
$58.1K - $66.2K
|
664
$97.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
576+ 6.37% |
$50.4K - $57.4K
|
9.62K
$1.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
472New |
$41.3K - $47.1K
|
472
$69.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
438New |
$38.3K - $43.7K
|
438
$64.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
276New |
$24.1K - $27.5K
|
276
$40.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
261New |
$22.8K - $26K
|
261
$38.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$22.7K - $25.9K
|
260
$38.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
197+ 2.96% |
$17.2K - $19.6K
|
6.85K
$1.01M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
150+ 50.0% |
$13.1K - $15K
|
450
$66.3K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
113+ 0.48% |
$9.89K - $11.3K
|
23.7K
$3.49M
|