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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
6.26KNew |
$194K - $264K
|
6.26K
$282K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.26KNew |
$194K - $264K
|
6.26K
$282K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.21KNew |
$192K - $261K
|
6.21K
$280K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.11K+ 253.51% |
$189K - $257K
|
8.52K
$384K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.08K+ 9.64% |
$189K - $256K
|
69.2K
$3.12M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
6KNew |
$186K - $253K
|
6K
$270K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.97KNew |
$185K - $251K
|
5.97K
$269K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.94KNew |
$184K - $250K
|
5.94K
$268K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.75K+ 22.53% |
$178K - $242K
|
31.3K
$1.41M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5.62KNew |
$174K - $237K
|
5.62K
$253K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.48K+ 33.55% |
$170K - $231K
|
21.8K
$983K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
5.47K+ 76.74% |
$169K - $230K
|
12.6K
$567K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.36KNew |
$166K - $226K
|
5.36K
$241K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 22.41% |
$161K - $219K
|
28.4K
$1.28M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
5.19K+ 3018.6% |
$161K - $219K
|
5.36K
$242K
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.17KNew |
$160K - $218K
|
5.17K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 14.86% |
$157K - $213K
|
39.1K
$1.76M
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
5.06KNew |
$157K - $213K
|
5.06K
$228K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
5.06K+ 35.61% |
$157K - $213K
|
19.3K
$868K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$156K - $212K
|
5.03K
$227K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.01KNew |
$155K - $211K
|
5.01K
$226K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.01KNew |
$155K - $211K
|
5.01K
$226K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.86K+ 25.91% |
$151K - $205K
|
23.6K
$1.06M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.81K+ 36.04% |
$149K - $203K
|
18.1K
$818K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.75K+ 327.81% |
$147K - $200K
|
6.2K
$279K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
4.64K+ 1.8% |
$144K - $196K
|
263K
$11.9M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.13K+ 10.01% |
$128K - $174K
|
45.4K
$2.05M
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
3.85K+ 11.33% |
$119K - $162K
|
37.8K
$1.7M
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
3.81K+ 5.28% |
$118K - $160K
|
75.9K
$3.42M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
3.75KNew |
$116K - $158K
|
3.75K
$169K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
3.72K+ 7.83% |
$115K - $156K
|
51.2K
$2.31M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.48K+ 34.08% |
$108K - $147K
|
13.7K
$617K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.23KNew |
$100K - $136K
|
3.23K
$145K
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.17K+ 9.35% |
$98.2K - $133K
|
37K
$1.67M
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.17K+ 5.87% |
$98.1K - $133K
|
57.1K
$2.57M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.97KNew |
$92K - $125K
|
2.97K
$134K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.82K+ 4.19% |
$87.5K - $119K
|
70.2K
$3.17M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.63K+ 11.22% |
$81.6K - $111K
|
26.1K
$1.18M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.4K+ 34.31% |
$74.3K - $101K
|
9.39K
$423K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
2.4K+ 10.79% |
$74.3K - $101K
|
24.6K
$1.11M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.04K+ 1.89% |
$63.3K - $86.1K
|
110K
$4.95M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.01K+ 49.0% |
$62.4K - $84.8K
|
6.12K
$276K
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
2.01K+ 1.77% |
$62.3K - $84.6K
|
115K
$5.19M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.94K+ 372.31% |
$60K - $81.5K
|
2.46K
$111K
|
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.73K+ 15.31% |
$53.8K - $73K
|
13.1K
$589K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.71K+ 0.66% |
$52.9K - $71.9K
|
259K
$11.7M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.68K+ 31.54% |
$52.2K - $70.9K
|
7.02K
$316K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.64K+ 7.88% |
$50.9K - $69.2K
|
22.5K
$1.01M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.58KNew |
$48.9K - $66.4K
|
1.58K
$71.1K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.47K+ 2.32% |
$45.7K - $62K
|
64.9K
$2.93M
|