Purchases and Sales Made in Q1 2022 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) 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 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18.4KNew |
$571K - $776K
|
18.4K
$831K
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
18.2KNew |
$563K - $766K
|
18.2K
$819K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18.1KNew |
$562K - $764K
|
18.1K
$817K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
18K+ 13.22% |
$559K - $760K
|
154K
$6.96M
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
18KNew |
$558K - $758K
|
18K
$811K
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
17.7K+ 26.66% |
$549K - $746K
|
84.2K
$3.79M
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17.4K+ 34.04% |
$540K - $734K
|
68.6K
$3.09M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
16.8K+ 244.88% |
$520K - $707K
|
23.6K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16K+ 17.01% |
$496K - $674K
|
110K
$4.96M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15.8K+ 31.71% |
$490K - $666K
|
65.7K
$2.96M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.5KNew |
$480K - $652K
|
15.5K
$698K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.9K+ 48.05% |
$431K - $586K
|
42.9K
$1.93M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.2KNew |
$378K - $514K
|
12.2K
$550K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 12960.44% |
$366K - $497K
|
11.9K
$536K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.8K+ 14.16% |
$365K - $496K
|
94.9K
$4.28M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 9.91% |
$359K - $488K
|
128K
$5.79M
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10.7KNew |
$330K - $449K
|
10.7K
$480K
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
10.5KNew |
$326K - $442K
|
10.5K
$473K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.5K+ 127.02% |
$325K - $442K
|
18.7K
$844K
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.4K+ 2879.56% |
$323K - $439K
|
10.8K
$486K
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
10.3K+ 36.7% |
$319K - $434K
|
38.4K
$1.73M
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9.74KNew |
$302K - $410K
|
9.74K
$439K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.41K+ 20.71% |
$292K - $397K
|
54.9K
$2.47M
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
9.21K+ 7.52% |
$286K - $388K
|
132K
$5.93M
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
8.84KNew |
$274K - $372K
|
8.84K
$398K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.78KNew |
$272K - $370K
|
8.78K
$396K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.56K+ 14.36% |
$265K - $360K
|
68.1K
$3.07M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.55K+ 18.14% |
$265K - $360K
|
55.7K
$2.51M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.46K+ 0.6% |
$262K - $356K
|
1.42M
$64.2M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.4KNew |
$260K - $354K
|
8.4K
$379K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.36KNew |
$259K - $352K
|
8.36K
$377K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
8.34KNew |
$258K - $351K
|
8.34K
$376K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8.34KNew |
$258K - $351K
|
8.34K
$376K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.26K+ 61.36% |
$256K - $348K
|
21.7K
$979K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.86K+ 20.28% |
$244K - $331K
|
46.6K
$2.1M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.78K+ 43.56% |
$241K - $328K
|
25.6K
$1.16M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.75KNew |
$240K - $326K
|
7.75K
$349K
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
7.38K+ 9.87% |
$229K - $311K
|
82.1K
$3.7M
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
7.37KNew |
$228K - $310K
|
7.37K
$332K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.15KNew |
$222K - $301K
|
7.15K
$322K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.08KNew |
$220K - $298K
|
7.08K
$319K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6.96KNew |
$216K - $293K
|
6.96K
$314K
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.91KNew |
$214K - $291K
|
6.91K
$311K
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
6.88K+ 18.3% |
$213K - $290K
|
44.5K
$2.01M
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.88K+ 4.88% |
$213K - $290K
|
148K
$6.66M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.68K+ 1.42% |
$207K - $281K
|
476K
$21.5M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.55KNew |
$203K - $276K
|
6.55K
$295K
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
6.4KNew |
$198K - $269K
|
6.4K
$288K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.37KNew |
$197K - $268K
|
6.37K
$287K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.29K+ 70.23% |
$195K - $265K
|
15.2K
$687K
|