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 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-315- 0.78% |
$9.77K - $13.3K
|
39.8K
$1.79M
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-337- 0.83% |
$10.4K - $14.2K
|
40.3K
$1.82M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-353- 1.93% |
$10.9K - $14.9K
|
17.9K
$808K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-353- 1.93% |
$10.9K - $14.9K
|
17.9K
$808K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-355Closed |
$11K - $15K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$12.4K - $16.8K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-442- 8.11% |
$13.7K - $18.6K
|
5.01K
$226K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-450- 6.73% |
$14K - $19K
|
6.24K
$281K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-511- 6.54% |
$15.8K - $21.5K
|
7.3K
$329K
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-576- 6.36% |
$17.9K - $24.3K
|
8.48K
$382K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-599- 4.11% |
$18.6K - $25.2K
|
14K
$630K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-683- 0.63% |
$21.2K - $28.8K
|
108K
$4.87M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-687- 1.09% |
$21.3K - $28.9K
|
62.2K
$2.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-711- 88.65% |
$22K - $29.9K
|
91
$4.1K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-735- 19.89% |
$22.8K - $31K
|
2.96K
$133K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-745- 5.37% |
$23.1K - $31.4K
|
13.1K
$592K
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-750- 27.27% |
$23.3K - $31.6K
|
2K
$90.1K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-752- 2.27% |
$23.3K - $31.7K
|
32.4K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-840Closed |
$26K - $35.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.13K- 2.15% |
$35.1K - $47.7K
|
51.6K
$2.32M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.19K- 7.1% |
$37K - $50.3K
|
15.6K
$704K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 16.65% |
$37.1K - $50.4K
|
5.99K
$270K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.27K- 2.09% |
$39.5K - $53.6K
|
59.6K
$2.69M
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.35K- 14.33% |
$41.9K - $56.9K
|
8.07K
$364K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.47K- 10.68% |
$45.6K - $62K
|
12.3K
$554K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.48K- 13.11% |
$45.8K - $62.2K
|
9.78K
$441K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.55KClosed |
$48.1K - $65.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.67K- 0.49% |
$51.6K - $70.1K
|
339K
$15.3M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.92K- 6.46% |
$59.6K - $80.9K
|
27.8K
$1.25M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.96K- 9.72% |
$60.7K - $82.5K
|
18.2K
$820K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
SELL
|
- |
-1.98K- 33.65% |
$61.2K - $83.2K
|
3.89K
$175K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.21K- 4.24% |
$68.6K - $93.2K
|
50K
$2.25M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.27K- 15.19% |
$70.3K - $95.5K
|
12.7K
$571K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.35K- 1.62% |
$72.9K - $99.1K
|
143K
$6.43M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.59K- 5.82% |
$80.2K - $109K
|
41.9K
$1.89M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.61K- 3.3% |
$80.9K - $110K
|
76.5K
$3.45M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.64KClosed |
$81.9K - $111K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.64KClosed |
$81.9K - $111K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.69K- 19.6% |
$83.5K - $113K
|
11K
$498K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-2.77K- 2.61% |
$85.8K - $117K
|
103K
$4.65M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.8KClosed |
$86.7K - $118K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.97K- 7.04% |
$92.1K - $125K
|
39.2K
$1.77M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.53K- 1.14% |
$109K - $148K
|
305K
$13.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.6KClosed |
$112K - $152K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.87K- 13.61% |
$120K - $163K
|
24.5K
$1.11M
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-3.94K- 11.7% |
$122K - $166K
|
29.7K
$1.34M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4K- 4.3% |
$124K - $169K
|
89.1K
$4.02M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.13K- 74.05% |
$128K - $174K
|
1.45K
$65.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-4.24K- 11.82% |
$131K - $178K
|
31.6K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.58K- 40.81% |
$142K - $193K
|
6.64K
$299K
|