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 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
57+ 67.06% |
$1.77K - $2.4K
|
142
$6.4K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
55+ 0.52% |
$1.71K - $2.32K
|
10.6K
$477K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
48+ 29.45% |
$1.49K - $2.02K
|
211
$9.51K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
46+ 0.09% |
$1.43K - $1.94K
|
49.7K
$2.24M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
42+ 0.78% |
$1.3K - $1.77K
|
5.4K
$243K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
33+ 2.29% |
$1.02K - $1.39K
|
1.48K
$66.5K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
24New |
$744 - $1.01K
|
24
$1.08K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
21+ 0.47% |
$651 - $885
|
4.47K
$202K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14+ 3.71% |
$434 - $590
|
391
$17.6K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$248 - $337
|
8
$360
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6+ 12.24% |
$186 - $253
|
55
$2.48K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.63% |
$62 - $84.2
|
319
$14.4K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$62 - $84.2
|
9.53K
$429K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.06% |
$62 - $84.2
|
190
$8.56K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.62% |
$31 - $42.1
|
163
$7.34K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.47% |
$31 - $42.1
|
215
$9.69K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$31 - $42.1
|
3.03K
$136K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3Closed |
$93 - $126
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-7- 0.32% |
$217 - $295
|
2.15K
$96.9K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-11- 1.64% |
$341 - $463
|
658
$29.6K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26Closed |
$806 - $1.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-30- 2.22% |
$930 - $1.26K
|
1.32K
$59.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-33- 4.23% |
$1.02K - $1.39K
|
747
$33.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 1.03% |
$1.24K - $1.68K
|
3.86K
$174K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40Closed |
$1.24K - $1.68K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-45Closed |
$1.4K - $1.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-59- 0.56% |
$1.83K - $2.49K
|
10.4K
$468K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-65- 0.57% |
$2.02K - $2.74K
|
11.4K
$512K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-65Closed |
$2.02K - $2.74K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-85Closed |
$2.64K - $3.58K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-110- 1.55% |
$3.41K - $4.63K
|
6.98K
$314K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-123Closed |
$3.81K - $5.18K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-130Closed |
$4.03K - $5.48K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-142Closed |
$4.4K - $5.98K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-152- 0.14% |
$4.71K - $6.4K
|
106K
$4.79M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-152- 5.33% |
$4.71K - $6.4K
|
2.7K
$122K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-168- 1.28% |
$5.21K - $7.08K
|
12.9K
$583K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-176- 2.3% |
$5.46K - $7.41K
|
7.49K
$337K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-186- 1.54% |
$5.77K - $7.83K
|
11.9K
$537K
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-187- 1.64% |
$5.8K - $7.88K
|
11.2K
$504K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-196- 2.33% |
$6.08K - $8.26K
|
8.21K
$370K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-210- 0.43% |
$6.51K - $8.85K
|
48.1K
$2.17M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-220- 1.72% |
$6.82K - $9.27K
|
12.6K
$566K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-280Closed |
$8.68K - $11.8K
|
0
$0
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-284Closed |
$8.8K - $12K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-289Closed |
$8.96K - $12.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-302- 60.52% |
$9.36K - $12.7K
|
197
$8.88K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-302Closed |
$9.36K - $12.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-306- 19.99% |
$9.49K - $12.9K
|
1.23K
$55.2K
|