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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
106+ 1.04% |
$9.27K - $10.6K
|
10.3K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97+ 0.96% |
$8.49K - $9.67K
|
10.2K
$1.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
77+ 0.86% |
$6.74K - $7.68K
|
9K
$1.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
69+ 0.92% |
$6.04K - $6.88K
|
7.54K
$1.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$5.25K - $5.98K
|
60
$8.84K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49+ 0.44% |
$4.29K - $4.89K
|
11.1K
$1.64M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48+ 0.18% |
$4.2K - $4.79K
|
26.2K
$3.87M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
47+ 0.65% |
$4.11K - $4.69K
|
7.31K
$1.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
35+ 0.7% |
$3.06K - $3.49K
|
5.05K
$743K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
31+ 0.79% |
$2.71K - $3.09K
|
3.97K
$584K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
29+ 0.89% |
$2.54K - $2.89K
|
3.31K
$487K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12+ 0.26% |
$1.05K - $1.2K
|
4.65K
$685K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
9+ 0.3% |
$787 - $897
|
3.01K
$444K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.04% |
$612 - $698
|
17K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.49% |
$525 - $598
|
1.23K
$181K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$437 - $499
|
3.27K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.45% |
$437 - $499
|
1.11K
$163K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 0.4% |
$437 - $499
|
1.25K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4+ 0.39% |
$350 - $399
|
1.04K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$262 - $299
|
16.2K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$87.5 - $99.7
|
5.37K
$792K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.35% |
$87.5 - $99.7
|
285
$42K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.89% |
$87.5 - $99.7
|
113
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 25.0% |
$87.5 - $99.7
|
5
$737
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.02% |
$87.5 - $99.7
|
5.28K
$778K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.3% |
$87.5 - $99.7
|
333
$49.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.04% |
$87.5 - $99.7
|
2.34K
$345K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-9- 0.62% |
$787 - $897
|
1.45K
$213K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13- 0.14% |
$1.14K - $1.3K
|
9.09K
$1.34M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-28- 0.19% |
$2.45K - $2.79K
|
14.8K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-30- 0.33% |
$2.62K - $2.99K
|
9.09K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-37- 0.17% |
$3.24K - $3.69K
|
22K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-45- 0.37% |
$3.94K - $4.49K
|
12K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-58- 0.51% |
$5.07K - $5.78K
|
11.2K
$1.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-70- 10.06% |
$6.12K - $6.98K
|
626
$92.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-79- 1.93% |
$6.91K - $7.88K
|
4.02K
$592K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-97- 3.19% |
$8.49K - $9.67K
|
2.94K
$433K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107- 4.63% |
$9.36K - $10.7K
|
2.21K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116- 0.46% |
$10.1K - $11.6K
|
25.3K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-128- 3.32% |
$11.2K - $12.8K
|
3.72K
$549K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-130- 11.78% |
$11.4K - $13K
|
974
$144K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-132- 4.67% |
$11.5K - $13.2K
|
2.69K
$397K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-162- 75.0% |
$14.2K - $16.2K
|
54
$7.96K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-186- 0.69% |
$16.3K - $18.5K
|
26.6K
$3.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-200- 10.59% |
$17.5K - $19.9K
|
1.69K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-253- 2.82% |
$22.1K - $25.2K
|
8.73K
$1.29M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-256- 1.24% |
$22.4K - $25.5K
|
20.4K
$3.01M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-300- 50.0% |
$26.2K - $29.9K
|
300
$44.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-306- 6.57% |
$26.8K - $30.5K
|
4.35K
$641K
|