Purchases and Sales Made in Q1 2022 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q1 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 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
650K+ 112.2% |
$37.4M - $45.1M
|
1.23M
$61.9M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
284K+ 30.01% |
$16.3M - $19.7M
|
1.23M
$61.9M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
133K+ 98.08% |
$7.61M - $9.19M
|
268K
$13.5M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.5K+ 62.12% |
$3.7M - $4.47M
|
168K
$8.46M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
49.6K+ 28.72% |
$2.85M - $3.43M
|
222K
$11.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
43.1K+ 465.79% |
$2.48M - $2.99M
|
52.4K
$2.63M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40KNew |
$2.29M - $2.77M
|
40K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.5K+ 469.05% |
$2.27M - $2.74M
|
47.9K
$2.41M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.2K+ 12.6% |
$2.02M - $2.44M
|
315K
$15.8M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.8K+ 49.63% |
$2M - $2.41M
|
105K
$5.28M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.5K+ 36.49% |
$1.93M - $2.32M
|
125K
$6.3M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
27KNew |
$1.55M - $1.87M
|
27K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
26KNew |
$1.5M - $1.8M
|
26K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.6KNew |
$1.3M - $1.57M
|
22.6K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.6K+ 12.18% |
$1.12M - $1.36M
|
180K
$9.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16K+ 37.62% |
$921K - $1.11M
|
58.7K
$2.95M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
15.9K+ 48.67% |
$915K - $1.1M
|
48.7K
$2.45M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.3KNew |
$824K - $994K
|
14.3K
$721K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
10KNew |
$576K - $695K
|
10K
$505K
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
9.63K+ 16.6% |
$553K - $667K
|
67.6K
$3.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9.3K+ 13.17% |
$534K - $644K
|
79.9K
$4.02M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.03K+ 496.54% |
$519K - $626K
|
10.9K
$546K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8.41KNew |
$483K - $583K
|
8.41K
$423K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1KNew |
$350K - $423K
|
6.1K
$307K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.17K+ 139.61% |
$297K - $358K
|
8.88K
$446K
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
4.95KNew |
$284K - $343K
|
4.95K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.91KNew |
$282K - $340K
|
4.91K
$247K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.74KNew |
$272K - $328K
|
4.74K
$238K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.6KNew |
$264K - $319K
|
4.6K
$231K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.47K+ 26.89% |
$257K - $310K
|
21.1K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.2K+ 23.48% |
$241K - $291K
|
22.1K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.46KNew |
$199K - $240K
|
3.46K
$174K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.17KNew |
$182K - $219K
|
3.17K
$159K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.95K+ 21.82% |
$169K - $204K
|
16.5K
$828K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.81K+ 0.86% |
$161K - $194K
|
330K
$16.6M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.27K+ 10.74% |
$131K - $158K
|
23.4K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.26K+ 57.51% |
$130K - $157K
|
6.2K
$312K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.14KNew |
$123K - $148K
|
2.14K
$107K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
2.11K+ 400.76% |
$121K - $146K
|
2.64K
$133K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.11K+ 27.32% |
$121K - $146K
|
9.83K
$494K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.95K+ 29.87% |
$112K - $135K
|
8.47K
$426K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.85K+ 662.14% |
$106K - $128K
|
2.13K
$107K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.65K+ 284.48% |
$94.8K - $114K
|
2.23K
$112K
|
|
|
Apr 22, 2022
Q1 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 28.95% |
$94.8K - $114K
|
7.35K
$370K
|
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.65K+ 28.67% |
$94.6K - $114K
|
7.4K
$372K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.47K+ 40.2% |
$84.4K - $102K
|
5.12K
$258K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.39K+ 4.71% |
$79.5K - $96K
|
30.8K
$1.55M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.33KNew |
$76.6K - $92.4K
|
1.33K
$67.1K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.09K+ 6.0% |
$62.5K - $75.4K
|
19.2K
$967K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 0.96% |
$57.9K - $69.9K
|
106K
$5.31M
|