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 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
887New |
$13.7K - $19.5K
|
887
$18.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
860New |
$13.3K - $18.9K
|
860
$17.6K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
201New |
$3.1K - $4.41K
|
201
$4.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
187+ 9350.0% |
$2.88K - $4.1K
|
189
$3.86K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 25.0% |
$1.54K - $2.19K
|
500
$10.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
56+ 0.26% |
$863 - $1.23K
|
21.3K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
20New |
$308 - $439
|
20
$408
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.19% |
$108 - $154
|
3.63K
$74K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.84% |
$30.8 - $43.9
|
239
$4.88K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.19% |
$30.8 - $43.9
|
1.07K
$21.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.58% |
$15.4 - $21.9
|
172
$3.51K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-20- 0.18% |
$308 - $439
|
11.2K
$229K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-640- 37.65% |
$9.86K - $14K
|
1.06K
$21.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 1.43% |
$17.9K - $25.5K
|
80.2K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.28K- 0.88% |
$19.7K - $28.1K
|
143K
$2.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.78K- 16.43% |
$27.4K - $38.9K
|
9.03K
$184K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.07K- 3.76% |
$31.9K - $45.4K
|
53K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.31K- 7.22% |
$35.5K - $50.6K
|
29.7K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.33K- 67.2% |
$82.1K - $117K
|
2.6K
$53.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-7.09K- 28.51% |
$109K - $156K
|
17.8K
$363K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.34K- 87.01% |
$144K - $205K
|
1.39K
$28.5K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-16.3K- 44.76% |
$252K - $358K
|
20.2K
$412K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.5K- 27.32% |
$563K - $801K
|
97.2K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.9K- 11.22% |
$661K - $941K
|
340K
$6.93M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-45.1K- 4.75% |
$696K - $990K
|
905K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-80.7K- 98.72% |
$1.24M - $1.77M
|
1.05K
$21.4K
|