Purchases and Sales Made in Q4 2022 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) 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
|
Morgan Stanley
New York, NY |
BUY
|
- |
870K+ 164.75% |
$13.4M - $19.1M
|
1.4M
$28.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
664K+ 1941.79% |
$10.2M - $14.6M
|
699K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
267K+ 373.34% |
$4.11M - $5.85M
|
338K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
264K+ 216.15% |
$4.06M - $5.78M
|
386K
$7.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
246K+ 398.93% |
$3.79M - $5.39M
|
308K
$6.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
232K+ 251.96% |
$3.58M - $5.09M
|
324K
$6.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
186KNew |
$2.86M - $4.08M
|
186K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
160KNew |
$2.47M - $3.51M
|
160K
$3.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
154KNew |
$2.38M - $3.38M
|
154K
$3.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
119KNew |
$1.84M - $2.62M
|
119K
$2.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
91K+ 193.59% |
$1.4M - $1.99M
|
138K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
88.1KNew |
$1.36M - $1.93M
|
88.1K
$1.78M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84.3K+ 168.25% |
$1.3M - $1.85M
|
134K
$2.71M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
79.3KNew |
$1.22M - $1.74M
|
79.3K
$1.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
73.9KNew |
$1.14M - $1.62M
|
73.9K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.7K+ 85.51% |
$873K - $1.24M
|
123K
$2.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
56.4KNew |
$870K - $1.24M
|
56.4K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49.4K+ 90.33% |
$761K - $1.08M
|
104K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.3KNew |
$636K - $906K
|
41.3K
$832K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
41.3KNew |
$636K - $905K
|
41.3K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.3K+ 40.12% |
$544K - $774K
|
123K
$2.48M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.3K+ 40.12% |
$544K - $774K
|
123K
$2.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.4KNew |
$530K - $754K
|
34.4K
$692K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.2KNew |
$511K - $727K
|
33.2K
$668K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28KNew |
$432K - $615K
|
28K
$565K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
27.7K+ 11823.93% |
$426K - $607K
|
27.9K
$562K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
26.7K+ 194.02% |
$412K - $586K
|
40.5K
$815K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6KNew |
$409K - $582K
|
26.6K
$535K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23.8KNew |
$367K - $523K
|
23.8K
$480K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.7K+ 45.66% |
$366K - $521K
|
75.7K
$1.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19K+ 4130.72% |
$292K - $416K
|
19.4K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.9K+ 31820.0% |
$245K - $349K
|
16K
$321K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
14.4KNew |
$222K - $315K
|
14.4K
$290K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
13.4KNew |
$206K - $293K
|
13.4K
$269K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
13.1KNew |
$202K - $287K
|
13.1K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
12.5KNew |
$192K - $274K
|
12.5K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$186K - $265K
|
12.1K
$244K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7KNew |
$181K - $258K
|
11.7K
$237K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$165K - $235K
|
10.7K
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10K+ 16.75% |
$154K - $220K
|
69.8K
$1.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
9.52KNew |
$147K - $209K
|
9.52K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.78KNew |
$73.7K - $105K
|
4.78K
$96.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
4.59K+ 23.05% |
$70.7K - $101K
|
24.5K
$494K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.31K+ 20.33% |
$66.5K - $94.6K
|
25.5K
$514K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.02KNew |
$46.6K - $66.3K
|
3.02K
$60.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.78K+ 406.28% |
$42.9K - $61K
|
3.47K
$69.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6KNew |
$40.1K - $57.1K
|
2.6K
$52.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.56K+ 4.83% |
$24K - $34.1K
|
33.8K
$680K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.45K+ 9.26% |
$22.3K - $31.8K
|
17.1K
$345K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 9.67% |
$16.9K - $24K
|
12.4K
$250K
|