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 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.73K- 12.51% |
$147K - $199K
|
33.1K
$1.49M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.79K- 9.61% |
$148K - $202K
|
45.1K
$2.03M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.35K- 3.53% |
$166K - $225K
|
146K
$6.59M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-5.53K- 10.66% |
$171K - $233K
|
46.3K
$2.09M
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.8K- 33.66% |
$180K - $244K
|
11.4K
$515K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-5.81K- 27.19% |
$180K - $245K
|
15.6K
$701K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-5.87K- 19.7% |
$182K - $247K
|
23.9K
$1.08M
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-6K- 4.67% |
$186K - $253K
|
123K
$5.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.01K- 9.8% |
$186K - $253K
|
55.3K
$2.49M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-6.25K- 13.54% |
$194K - $263K
|
39.9K
$1.8M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.8K- 24.24% |
$211K - $286K
|
21.3K
$958K
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.18K- 9.03% |
$222K - $302K
|
72.3K
$3.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7.18K- 23.87% |
$222K - $302K
|
22.9K
$1.03M
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-7.25K- 19.48% |
$225K - $305K
|
30K
$1.35M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-7.53KClosed |
$233K - $317K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.76K- 3.28% |
$241K - $327K
|
229K
$10.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-8.27K- 64.91% |
$256K - $348K
|
4.47K
$201K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.8K- 56.6% |
$273K - $371K
|
6.75K
$304K
|
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-9.55K- 6.99% |
$296K - $402K
|
127K
$5.72M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.9K- 22.5% |
$307K - $417K
|
34.1K
$1.54M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-10.3K- 5.45% |
$321K - $436K
|
180K
$8.09M
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-11.7KClosed |
$363K - $494K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-11.9K- 38.74% |
$369K - $501K
|
18.8K
$848K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.1K- 56.21% |
$374K - $508K
|
9.39K
$423K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-13.8KClosed |
$427K - $580K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.2K- 3.44% |
$441K - $599K
|
400K
$18M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-15.1K- 66.53% |
$468K - $635K
|
7.59K
$342K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.1K- 1.39% |
$530K - $720K
|
1.21M
$54.7M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.1KClosed |
$560K - $761K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.4K- 99.49% |
$570K - $775K
|
95
$4.28K
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-20.8K- 19.45% |
$646K - $878K
|
86.3K
$3.89M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-21.7KClosed |
$673K - $915K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21.9K- 99.61% |
$680K - $924K
|
85
$3.83K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 54.18% |
$876K - $1.19M
|
23.9K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-30.2K- 10.71% |
$935K - $1.27M
|
252K
$11.3M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.4K- 6.55% |
$973K - $1.32M
|
448K
$20.2M
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-34.4KClosed |
$1.07M - $1.45M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35.2K- 22.1% |
$1.09M - $1.48M
|
124K
$5.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.1K- 1.83% |
$1.12M - $1.52M
|
1.94M
$87.2M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-37.5K- 12.91% |
$1.16M - $1.58M
|
253K
$11.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-38.6K- 14.87% |
$1.2M - $1.62M
|
221K
$9.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-42.5K- 63.7% |
$1.32M - $1.79M
|
24.2K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.8K- 20.08% |
$1.45M - $1.97M
|
186K
$8.39M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48.8K- 7.01% |
$1.51M - $2.06M
|
648K
$29.2M
|
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-50.4K- 27.2% |
$1.56M - $2.12M
|
135K
$6.07M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-54.2K- 76.54% |
$1.68M - $2.28M
|
16.6K
$748K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-54.8K- 99.39% |
$1.7M - $2.31M
|
339
$15.3K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-58.2K- 81.45% |
$1.8M - $2.45M
|
13.2K
$597K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-64K- 5.79% |
$1.98M - $2.7M
|
1.04M
$46.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-73K- 30.44% |
$2.26M - $3.07M
|
167K
$7.52M
|