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 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.43K+ 1.28% |
$44.4K - $60.3K
|
113K
$5.11M
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.41K+ 9.21% |
$43.8K - $59.6K
|
16.8K
$756K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 4.49% |
$43.6K - $59.3K
|
32.7K
$1.47M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.41K+ 16.98% |
$43.6K - $59.2K
|
9.69K
$436K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.35KNew |
$41.9K - $57K
|
1.35K
$61K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.29K+ 8.16% |
$39.9K - $54.2K
|
17.1K
$768K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 0.48% |
$38.6K - $52.4K
|
259K
$11.7M
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.17K+ 11.86% |
$36.4K - $49.4K
|
11.1K
$499K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 7.27% |
$36K - $48.9K
|
17.1K
$772K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.14KNew |
$35.2K - $47.8K
|
1.14K
$51.1K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.12K+ 2.03% |
$34.6K - $47K
|
56.1K
$2.53M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 3.62% |
$32.9K - $44.6K
|
30.4K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.03K+ 5.33% |
$32.1K - $43.6K
|
20.4K
$921K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
978+ 724.44% |
$30.3K - $41.2K
|
1.11K
$50.2K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
839New |
$26K - $35.3K
|
839
$37.8K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
700New |
$21.7K - $29.5K
|
700
$31.5K
|
|
|
May 06, 2022
Q1 2022
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
700New |
$21.7K - $29.5K
|
700
$31.5K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
629+ 10.71% |
$19.5K - $26.5K
|
6.5K
$293K
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
628+ 4.07% |
$19.5K - $26.5K
|
16K
$723K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
615+ 7.62% |
$19.1K - $25.9K
|
8.69K
$391K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
565+ 5.87% |
$17.5K - $23.8K
|
10.2K
$459K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
535+ 4.65% |
$16.6K - $22.5K
|
12K
$543K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
526+ 5.82% |
$16.3K - $22.2K
|
9.56K
$431K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
525New |
$16.3K - $22.1K
|
525
$23.7K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
521+ 0.32% |
$16.2K - $21.9K
|
164K
$7.38M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
473+ 4.35% |
$14.7K - $19.9K
|
11.4K
$512K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
471+ 2.34% |
$14.6K - $19.8K
|
20.6K
$928K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
460+ 4.48% |
$14.3K - $19.4K
|
10.7K
$484K
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
442+ 5.04% |
$13.7K - $18.6K
|
9.22K
$415K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
425New |
$13.2K - $17.9K
|
425
$19.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
291New |
$9.02K - $12.3K
|
291
$13.1K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
284+ 168.05% |
$8.8K - $12K
|
453
$20.4K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
269+ 2.84% |
$8.34K - $11.3K
|
9.75K
$439K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
269+ 3.27% |
$8.34K - $11.3K
|
8.5K
$383K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
268New |
$8.31K - $11.3K
|
268
$12.1K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
257+ 9.43% |
$7.97K - $10.8K
|
2.98K
$134K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
247New |
$7.66K - $10.4K
|
247
$11.1K
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
238+ 0.31% |
$7.38K - $10K
|
77.2K
$3.48M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
233+ 100.0% |
$7.22K - $9.81K
|
466
$21K
|
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
213+ 3.11% |
$6.6K - $8.97K
|
7.07K
$319K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
212+ 1.04% |
$6.57K - $8.93K
|
20.6K
$929K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
163+ 0.54% |
$5.05K - $6.87K
|
30.3K
$1.37M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
137+ 5.29% |
$4.25K - $5.77K
|
2.73K
$123K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
130+ 0.25% |
$4.03K - $5.48K
|
52K
$2.34M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
116New |
$3.6K - $4.89K
|
116
$5.23K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
104+ 0.68% |
$3.22K - $4.38K
|
15.4K
$695K
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$3.1K - $4.21K
|
100
$4.51K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
89New |
$2.76K - $3.75K
|
89
$4.01K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
85New |
$2.64K - $3.58K
|
85
$3.83K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
69New |
$2.14K - $2.91K
|
69
$3.11K
|