Purchases and Sales Made in Q1 2022 in Ishares U S ETF Tr Ishares Evo (IEHS)
This table provides information about the institutional ownership of Ishares U S ETF Tr Ishares Evo (IEHS) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR ISHARES EVO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.6K+ 703.77% |
$1.32M - $1.48M
|
37.3K
$0
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
32.6KNew |
$1.32M - $1.48M
|
32.6K
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.1KNew |
$1.09M - $1.23M
|
27.1K
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.3K+ 85.48% |
$457K - $512K
|
24.5K
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.81K+ 10.11% |
$114K - $127K
|
30.6K
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
800New |
$32.4K - $36.3K
|
800
$0
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
500New |
$20.2K - $22.7K
|
500
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
430New |
$17.4K - $19.5K
|
430
$0
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
260New |
$10.5K - $11.8K
|
260
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
226+ 4.15% |
$9.14K - $10.2K
|
5.67K
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
201New |
$8.13K - $9.11K
|
201
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$4.04K - $4.53K
|
100
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
65New |
$2.63K - $2.95K
|
65
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-60- 27.27% |
$2.43K - $2.72K
|
160
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-280- 34.83% |
$11.3K - $12.7K
|
524
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-706Closed |
$28.6K - $32K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.3K- 18.87% |
$52.5K - $58.8K
|
5.58K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.32K- 43.92% |
$296K - $332K
|
9.34K
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-7.88K- 24.05% |
$319K - $357K
|
24.9K
$0
|