Purchases and Sales Made in Q4 2022 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) 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
|
- |
21.9K+ 36.2% |
$1.23M - $4.16M
|
82.4K
$5.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
19.9KNew |
$1.12M - $3.78M
|
19.9K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.9K+ 77.23% |
$945K - $3.21M
|
38.7K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.4K+ 160.28% |
$750K - $2.55M
|
21.8K
$1.45M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.4K+ 160.28% |
$750K - $2.55M
|
21.8K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.89K+ 55.12% |
$554K - $1.88M
|
27.8K
$1.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.83KNew |
$326K - $1.11M
|
5.83K
$388K
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
5.33KNew |
$298K - $1.01M
|
5.33K
$355K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.57K+ 15.41% |
$200K - $678K
|
26.7K
$1.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.43K+ 12.6% |
$192K - $652K
|
30.7K
$2.04M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.85K+ 27.54% |
$159K - $541K
|
13.2K
$878K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.36K+ 6.82% |
$132K - $447K
|
36.9K
$2.45M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27KNew |
$70.8K - $240K
|
1.27K
$84.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.16K+ 9.5% |
$64.8K - $220K
|
13.3K
$887K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$62.9K - $214K
|
1.12K
$74.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$61.6K - $209K
|
1.1K
$73.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.1KNew |
$61.6K - $209K
|
1.1K
$73.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
1.1KNew |
$61.6K - $209K
|
1.1K
$73.2K
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$61.6K - $209K
|
1.1K
$73.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.09KNew |
$60.9K - $207K
|
1.09K
$72.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1K+ 40.0% |
$56K - $190K
|
3.5K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
536+ 18.67% |
$30K - $102K
|
3.41K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
449New |
$25.1K - $85.3K
|
449
$29.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
400New |
$22.4K - $76K
|
400
$26.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
311+ 7.27% |
$17.4K - $59.1K
|
4.59K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
300New |
$16.8K - $57K
|
300
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
294New |
$16.5K - $55.8K
|
294
$19.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
245+ 0.63% |
$13.7K - $46.5K
|
39.4K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
225+ 4.58% |
$12.6K - $42.7K
|
5.14K
$342K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
201+ 6.47% |
$11.3K - $38.2K
|
3.31K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
200+ 3.19% |
$11.2K - $38K
|
6.47K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
191+ 3.13% |
$10.7K - $36.3K
|
6.29K
$419K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
158+ 1.63% |
$8.85K - $30K
|
9.86K
$656K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
134New |
$7.5K - $25.5K
|
134
$8.92K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
112+ 3.12% |
$6.27K - $21.3K
|
3.7K
$246K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
104New |
$5.82K - $19.8K
|
104
$6.92K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
103New |
$5.77K - $19.6K
|
103
$6.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100+ 8.22% |
$5.6K - $19K
|
1.32K
$87.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
95+ 3.08% |
$5.32K - $18K
|
3.18K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
51+ 1.26% |
$2.86K - $9.69K
|
4.09K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$2.8K - $9.5K
|
50
$3.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
47+ 0.67% |
$2.63K - $8.93K
|
7.1K
$473K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46+ 2.14% |
$2.58K - $8.74K
|
2.2K
$146K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39+ 2.55% |
$2.18K - $7.41K
|
1.57K
$104K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$2.07K - $7.03K
|
37
$2.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
35New |
$1.96K - $6.65K
|
35
$2.33K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 0.28% |
$1.34K - $4.56K
|
8.6K
$572K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
10+ 0.17% |
$560 - $1.9K
|
5.99K
$399K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 1.27% |
$392 - $1.33K
|
560
$37.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
4New |
$224 - $760
|
4
$266
|