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 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2+ 0.06% |
$112 - $380
|
3.39K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2+ 0.15% |
$112 - $380
|
1.38K
$92.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$56 - $190
|
4.39K
$294K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$56 - $190
|
168
$11.2K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$56 - $190
|
1.37K
$92K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-8- 0.6% |
$448 - $1.52K
|
1.34K
$89.4K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-9- 12.16% |
$504 - $1.71K
|
65
$4.35K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11- 0.62% |
$616 - $2.09K
|
1.77K
$119K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13- 0.71% |
$728 - $2.47K
|
1.82K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14- 0.49% |
$784 - $2.66K
|
2.83K
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21- 20.59% |
$1.18K - $3.99K
|
81
$5.42K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-25- 18.94% |
$1.4K - $4.75K
|
107
$7.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-40- 0.11% |
$2.24K - $7.6K
|
37K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62- 2.55% |
$3.47K - $11.8K
|
2.37K
$158K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-63- 1.52% |
$3.53K - $12K
|
4.09K
$274K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-71- 8.82% |
$3.98K - $13.5K
|
734
$49.1K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-88- 7.69% |
$4.93K - $16.7K
|
1.06K
$70.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-126- 15.13% |
$7.05K - $23.9K
|
707
$47.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-129- 2.03% |
$7.22K - $24.5K
|
6.23K
$417K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-244- 21.35% |
$13.7K - $46.4K
|
899
$60.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-270- 1.58% |
$15.1K - $51.3K
|
16.8K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-305- 20.11% |
$17.1K - $57.9K
|
1.21K
$81.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-333- 5.8% |
$18.6K - $63.3K
|
5.41K
$362K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-371- 6.93% |
$20.8K - $70.5K
|
4.99K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-382- 24.66% |
$21.4K - $72.6K
|
1.17K
$78.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-393- 10.19% |
$22K - $74.7K
|
3.47K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-400- 14.26% |
$22.4K - $76K
|
2.41K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-461- 10.56% |
$25.8K - $87.6K
|
3.91K
$261K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-510- 18.05% |
$28.6K - $96.9K
|
2.32K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.52K- 2.06% |
$85K - $289K
|
72.1K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.99K- 58.6% |
$111K - $378K
|
1.41K
$94.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.55K- 5.55% |
$143K - $484K
|
43.3K
$2.9M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.22K- 45.22% |
$180K - $612K
|
3.91K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.58K- 85.88% |
$200K - $679K
|
588
$39.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15.1K- 99.47% |
$844K - $2.86M
|
81
$5.42K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.4K- 37.18% |
$1.25M - $4.26M
|
37.9K
$2.53M
|