Purchases and Sales Made in Q1 2022 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) 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 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
28.5KNew |
$5.15M - $5.64M
|
28.5K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.89K+ 26.35% |
$1.61M - $1.76M
|
42.6K
$2.84M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.32KNew |
$1.5M - $1.65M
|
8.32K
$554K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.97KNew |
$1.08M - $1.18M
|
5.97K
$398K
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.34KNew |
$965K - $1.06M
|
5.34K
$355K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.6KNew |
$651K - $713K
|
3.6K
$240K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 28.26% |
$522K - $572K
|
13.1K
$872K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.81KNew |
$507K - $556K
|
2.81K
$187K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.54K+ 4.25% |
$460K - $503K
|
62.4K
$4.15M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.5K+ 5.88% |
$451K - $494K
|
45K
$2.99M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.93K+ 30.05% |
$350K - $383K
|
8.37K
$557K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.9KNew |
$343K - $376K
|
1.9K
$126K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.75KNew |
$316K - $347K
|
1.75K
$116K
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.56KNew |
$281K - $308K
|
1.56K
$104K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.22KNew |
$221K - $242K
|
1.22K
$81.2K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$206K - $226K
|
1.14K
$75.9K
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$199K - $218K
|
1.1K
$73.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$192K - $210K
|
1.06K
$70.6K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.05K+ 48.17% |
$190K - $208K
|
3.23K
$215K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
887+ 346.48% |
$160K - $176K
|
1.14K
$76.1K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
850+ 123.19% |
$154K - $168K
|
1.54K
$103K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
738+ 3.04% |
$133K - $146K
|
25K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
726+ 122.64% |
$131K - $144K
|
1.32K
$87.7K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
661+ 60.2% |
$120K - $131K
|
1.76K
$117K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
650New |
$118K - $129K
|
650
$43.3K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
558New |
$101K - $111K
|
558
$37.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
450New |
$81.4K - $89.1K
|
450
$30K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
332+ 16.05% |
$60K - $65.8K
|
2.4K
$160K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
300New |
$54.2K - $59.4K
|
300
$20K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
300New |
$54.2K - $59.4K
|
300
$20K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
267+ 24.27% |
$48.3K - $52.9K
|
1.37K
$91K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
240New |
$43.4K - $47.5K
|
240
$16K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
196+ 16.68% |
$35.4K - $38.8K
|
1.37K
$91.3K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
150+ 3.89% |
$27.1K - $29.7K
|
4.01K
$267K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
149+ 3.08% |
$26.9K - $29.5K
|
4.99K
$332K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132+ 16.77% |
$23.9K - $26.1K
|
919
$61.2K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
90+ 1.44% |
$16.3K - $17.8K
|
6.35K
$423K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
80New |
$14.5K - $15.8K
|
80
$5.32K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
74New |
$13.4K - $14.7K
|
74
$4.93K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
64+ 4.72% |
$11.6K - $12.7K
|
1.42K
$94.4K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
44New |
$7.96K - $8.72K
|
44
$2.93K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$7.59K - $8.32K
|
42
$2.8K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
32+ 76.19% |
$5.79K - $6.34K
|
74
$4.93K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
30New |
$5.42K - $5.94K
|
30
$2K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
26+ 2.12% |
$4.7K - $5.15K
|
1.26K
$83.5K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.4% |
$2.89K - $3.17K
|
4.02K
$268K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14+ 0.2% |
$2.53K - $2.77K
|
7.11K
$473K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11+ 0.71% |
$1.99K - $2.18K
|
1.56K
$104K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.2% |
$904 - $990
|
2.56K
$170K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.22% |
$542 - $594
|
1.34K
$89.3K
|