Purchases and Sales Made in Q3 2022 in Ishares Tr (IYE)

IYE Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (IYE) during Q3 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
Oct 31, 2022 Q3 2022
Moloney Securities Asset Management, LLC

BUY
 -
2.96K
+ 18.88%
$107K - $135K
18.6K $838K
Nov 14, 2022 Q3 2022
Tcwp LLC

Tampa, FL
BUY
 -
2.86K
+ 8.45%
$103K - $130K
36.6K $1.65M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.74K
+ 36.92%
$98.9K - $125K
10.2K $458K
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.41K
New
$86.9K - $110K
2.41K $109K
Nov 14, 2022 Q3 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
1.84K
+ 4.29%
$66.4K - $84.1K
44.8K $2.02M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
1.56K
+ 223.14%
$56.3K - $71.3K
2.26K $102K
Oct 25, 2022 Q3 2022
Heartwood Wealth Advisors LLC

BUY
 -
1.56K
+ 6.74%
$56.2K - $71.1K
24.7K $1.11M
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
1.54K
New
$55.6K - $70.3K
1.54K $69.4K
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
1.44K
New
$52K - $65.9K
1.44K $65K
Nov 03, 2022 Q3 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.37K
+ 1.39%
$49.3K - $62.4K
99.9K $4.5M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
995
+ 25.73%
$35.9K - $45.4K
4.86K $219K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
902
New
$32.5K - $41.2K
902 $40.6K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
780
+ 10.17%
$28.1K - $35.6K
8.45K $381K
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
776
+ 0.54%
$28K - $35.4K
144K $6.5M
Nov 14, 2022 Q3 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
735
+ 2940.0%
$26.5K - $33.5K
760 $34.2K
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
658
+ 1.25%
$23.7K - $30K
53.2K $2.4M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
627
+ 5.06%
$22.6K - $28.6K
13K $586K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
584
+ 3.2%
$21.1K - $26.7K
18.8K $848K
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
500
+ 6.83%
$18K - $22.8K
7.82K $353K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
475
+ 7.71%
$17.1K - $21.7K
6.64K $299K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
471
+ 10.08%
$17K - $21.5K
5.14K $232K
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
450
+ 0.42%
$16.2K - $20.5K
108K $4.85M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
380
+ 5.54%
$13.7K - $17.3K
7.24K $326K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
351
New
$12.7K - $16K
351 $15.8K
Nov 07, 2022 Q3 2022
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
305
+ 0.78%
$11K - $13.9K
39.3K $1.77M
Nov 10, 2022 Q3 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
282
+ 1.71%
$10.2K - $12.9K
16.7K $754K
Nov 10, 2022 Q3 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
236
+ 0.21%
$8.51K - $10.8K
111K $5.01M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
200
+ 17.62%
$7.21K - $9.13K
1.34K $60.2K
Nov 04, 2022 Q3 2022
True Private Wealth Advisors

BUY
 -
194
+ 3.06%
$7K - $8.85K
6.54K $295K
Oct 12, 2022 Q3 2022
Teamwork Financial Advisors, LLC

BUY
 -
157
+ 0.45%
$5.66K - $7.17K
35.1K $1.58M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
141
+ 1.84%
$5.09K - $6.44K
7.79K $351K
Nov 01, 2022 Q3 2022
Lineweaver Wealth Advisors, LLC

BUY
 -
140
+ 0.16%
$5.05K - $6.39K
86.3K $3.89M
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
125
+ 1.43%
$4.51K - $5.71K
8.88K $400K
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
124
New
$4.47K - $5.66K
124 $5.59K
Oct 05, 2022 Q3 2022
Beacon Capital Management, LLC

BUY
 -
116
+ 22.1%
$4.18K - $5.29K
641 $28.9K
Nov 14, 2022 Q3 2022
M&T Bank Corp

BUY
 -
113
+ 0.04%
$4.08K - $5.16K
265K $12M
Nov 07, 2022 Q3 2022
Huntington National Bank

Columbus, OH
BUY
 -
103
+ 0.26%
$3.72K - $4.7K
39.7K $1.79M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
75
+ 0.39%
$2.71K - $3.42K
19.3K $871K
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

BUY
 -
73
+ 0.86%
$2.63K - $3.33K
8.59K $387K
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
62
New
$2.24K - $2.83K
62 $2.79K
Nov 03, 2022 Q3 2022
Paragon Wealth Strategies, LLC

BUY
 -
44
New
$1.59K - $2.01K
44 $1.98K
Nov 14, 2022 Q3 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
43
New
$1.55K - $1.96K
43 $1.94K
Nov 09, 2022 Q3 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
29
+ 0.46%
$1.05K - $1.32K
6.31K $284K
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
23
+ 0.33%
$830 - $1.05K
6.94K $313K
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
18
New
$649 - $822
18 $811
Nov 01, 2022 Q3 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
17
+ 0.13%
$613 - $776
12.7K $572K
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
16
New
$577 - $730
16 $721
Oct 27, 2022 Q3 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
12
+ 0.03%
$433 - $548
42K $1.89M
Oct 25, 2022 Q3 2022
New Square Capital LLC

BUY
 -
10
New
$361 - $456
10 $451

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