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 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-309- 1.94% |
$27K - $30.8K
|
15.6K
$2.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-340- 27.58% |
$29.7K - $33.9K
|
893
$132K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-409- 4.2% |
$35.8K - $40.8K
|
9.33K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-484- 17.8% |
$42.3K - $48.3K
|
2.24K
$329K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-533- 9.14% |
$46.6K - $53.1K
|
5.3K
$781K
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-776- 9.56% |
$67.9K - $77.4K
|
7.35K
$1.08M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-818- 9.17% |
$71.6K - $81.6K
|
8.1K
$1.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-950- 58.28% |
$83.1K - $94.7K
|
680
$100K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-979- 2.51% |
$85.7K - $97.6K
|
38K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.3K- 72.92% |
$114K - $130K
|
484
$71.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2K- 3.84% |
$175K - $200K
|
50.2K
$7.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.42K- 1.39% |
$211K - $241K
|
172K
$25.3M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.5K- 38.15% |
$219K - $250K
|
4.06K
$598K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.55K- 7.34% |
$223K - $254K
|
32.1K
$4.74M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.91K- 14.69% |
$255K - $290K
|
16.9K
$2.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.25K- 2.77% |
$284K - $324K
|
114K
$16.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.97K- 6.32% |
$347K - $395K
|
58.8K
$8.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.58K- 14.81% |
$488K - $556K
|
32.1K
$4.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.5K- 55.01% |
$1.53M - $1.74M
|
14.3K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-19.5K- 37.46% |
$1.71M - $1.95M
|
32.6K
$4.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.5K- 67.5% |
$4.24M - $4.83M
|
23.3K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-764K- 98.93% |
$66.8M - $76.1M
|
8.26K
$1.22M
|