Purchases and Sales Made in Q1 2022 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.57K+ 106.77% |
$225K - $310K
|
6.91K
$687K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.5KNew |
$221K - $305K
|
3.5K
$348K
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
3.5KNew |
$221K - $305K
|
3.5K
$348K
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.07KNew |
$194K - $267K
|
3.07K
$305K
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.76K+ 112.91% |
$174K - $240K
|
5.2K
$516K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$172K - $238K
|
2.73K
$271K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$171K - $236K
|
2.71K
$269K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.68KNew |
$169K - $233K
|
2.68K
$266K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.6KNew |
$164K - $226K
|
2.6K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.52K+ 68.06% |
$159K - $219K
|
6.22K
$618K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.51KNew |
$158K - $219K
|
2.51K
$250K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.23K+ 8.2% |
$140K - $194K
|
29.4K
$2.92M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.13K+ 110.76% |
$134K - $185K
|
4.05K
$403K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.59KNew |
$100K - $138K
|
1.59K
$158K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.57K+ 42.48% |
$99K - $137K
|
5.27K
$523K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$63.1K - $87K
|
1K
$99.4K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
934+ 11.86% |
$58.9K - $81.3K
|
8.81K
$876K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
889+ 9.65% |
$56.1K - $77.4K
|
10.1K
$1M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
700New |
$44.2K - $60.9K
|
700
$69.6K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
641+ 9.39% |
$40.4K - $55.8K
|
7.47K
$742K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
536+ 12.19% |
$33.8K - $46.6K
|
4.93K
$490K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
500New |
$31.5K - $43.5K
|
500
$49.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
180New |
$11.4K - $15.7K
|
180
$17.9K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
180New |
$11.4K - $15.7K
|
180
$17.9K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150+ 83.33% |
$9.46K - $13.1K
|
330
$32.8K
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
141+ 2.23% |
$8.89K - $12.3K
|
6.47K
$643K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
134New |
$8.45K - $11.7K
|
134
$13.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
125+ 6.47% |
$7.89K - $10.9K
|
2.06K
$204K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
111New |
$7K - $9.66K
|
111
$11K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
100+ 111.11% |
$6.31K - $8.7K
|
190
$18.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
71+ 46.41% |
$4.48K - $6.18K
|
224
$22.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$3.15K - $4.35K
|
50
$4.97K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
42+ 4.14% |
$2.65K - $3.66K
|
1.06K
$105K
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
40+ 0.66% |
$2.52K - $3.48K
|
6.06K
$603K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$1.58K - $2.18K
|
25
$2.49K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
20New |
$1.26K - $1.74K
|
20
$1.99K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
15New |
$946 - $1.31K
|
15
$1.49K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5New |
$315 - $435
|
5
$497
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$252 - $348
|
640
$63.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.43% |
$189 - $261
|
707
$70.3K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 1.09% |
$126 - $174
|
185
$18.4K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.86% |
$126 - $174
|
234
$23.3K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.53% |
$63.1 - $87
|
188
$18.7K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 6.1% |
$631 - $870
|
154
$15.3K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-19Closed |
$1.2K - $1.65K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-42Closed |
$2.65K - $3.66K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-45- 0.16% |
$2.84K - $3.92K
|
28.2K
$2.81M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-50- 33.33% |
$3.15K - $4.35K
|
100
$9.94K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-80- 2.29% |
$5.05K - $6.96K
|
3.41K
$339K
|