Purchases and Sales Made in Q3 2022 in Ishares Tr (IYE)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 1.16% |
$325 - $411
|
785
$35.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5New |
$180 - $228
|
5
$225
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 1.24% |
$144 - $183
|
326
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.38% |
$108 - $137
|
220
$9.91K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 1.26% |
$108 - $137
|
242
$10.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 1.13% |
$108 - $137
|
269
$12.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 1.57% |
$108 - $137
|
194
$8.74K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.1 - $45.6
|
9.53K
$430K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.04% |
$36.1 - $45.6
|
2.71K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 0.38% |
$180 - $228
|
1.32K
$59.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-15- 0.1% |
$541 - $685
|
14.3K
$647K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-29- 16.76% |
$1.05K - $1.32K
|
144
$6.49K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-48- 72.73% |
$1.73K - $2.19K
|
18
$811
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-57- 0.28% |
$2.06K - $2.6K
|
20K
$900K
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-76- 1.08% |
$2.74K - $3.47K
|
6.95K
$313K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-101- 9.59% |
$3.64K - $4.61K
|
952
$42.9K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-110- 55.0% |
$3.97K - $5.02K
|
90
$4.06K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-141- 0.7% |
$5.09K - $6.44K
|
19.9K
$895K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-152Closed |
$5.48K - $6.94K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-152- 0.89% |
$5.48K - $6.94K
|
16.8K
$758K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-159- 0.64% |
$5.74K - $7.26K
|
24.5K
$1.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-179- 1.96% |
$6.46K - $8.17K
|
8.95K
$403K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-188- 3.12% |
$6.78K - $8.58K
|
5.84K
$263K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-200- 7.97% |
$7.21K - $9.13K
|
2.31K
$104K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-269- 4.65% |
$9.7K - $12.3K
|
5.51K
$248K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-296- 1.07% |
$10.7K - $13.5K
|
27.4K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-300- 2.16% |
$10.8K - $13.7K
|
13.6K
$613K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-316- 5.99% |
$11.4K - $14.4K
|
4.96K
$223K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-335- 2.53% |
$12.1K - $15.3K
|
12.9K
$582K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-352- 4.08% |
$12.7K - $16.1K
|
8.27K
$373K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-436- 2.78% |
$15.7K - $19.9K
|
15.2K
$687K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-490- 1.97% |
$17.7K - $22.4K
|
24.4K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-517- 9.88% |
$18.6K - $23.6K
|
4.71K
$212K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-538- 51.98% |
$19.4K - $24.6K
|
497
$22.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-575- 3.63% |
$20.7K - $26.2K
|
15.3K
$688K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-598- 25.94% |
$21.6K - $27.3K
|
1.71K
$76.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-695- 3.76% |
$25.1K - $31.7K
|
17.8K
$802K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-764- 10.75% |
$27.6K - $34.9K
|
6.35K
$286K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-832- 8.91% |
$30K - $38K
|
8.51K
$384K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-846- 7.86% |
$30.5K - $38.6K
|
9.91K
$447K
|
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 5.88% |
$36.1K - $45.6K
|
16K
$721K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 6.52% |
$37.9K - $48K
|
15.1K
$679K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-1.1K- 2.47% |
$39.8K - $50.3K
|
43.5K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 15.52% |
$47.8K - $60.4K
|
7.21K
$325K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.38K- 62.73% |
$49.8K - $63K
|
820
$36.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.5K- 29.4% |
$54.2K - $68.6K
|
3.61K
$162K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.51K- 4.34% |
$54.3K - $68.7K
|
33.2K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.52K- 14.78% |
$54.9K - $69.4K
|
8.77K
$395K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.57K- 9.28% |
$56.6K - $71.6K
|
15.3K
$690K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.68K- 5.57% |
$60.4K - $76.4K
|
28.4K
$1.28M
|