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 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.1K- 75.99% |
$545K - $690K
|
4.78K
$215K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15.6K- 45.3% |
$562K - $712K
|
18.8K
$848K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-17.2K- 23.0% |
$622K - $787K
|
57.7K
$2.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17.4K- 36.44% |
$626K - $792K
|
30.3K
$1.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-17.6K- 72.86% |
$633K - $802K
|
6.54K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.8K- 65.81% |
$643K - $813K
|
9.26K
$417K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-17.9K- 70.35% |
$647K - $819K
|
7.56K
$341K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.8K- 31.65% |
$680K - $860K
|
40.7K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-18.9KClosed |
$682K - $863K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 70.65% |
$694K - $878K
|
7.99K
$360K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-19.5K- 66.58% |
$702K - $888K
|
9.77K
$440K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-20.3K- 62.36% |
$732K - $926K
|
12.3K
$552K
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-20.3K- 35.75% |
$734K - $928K
|
36.6K
$1.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-21.1K- 63.95% |
$761K - $963K
|
11.9K
$536K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.4K- 63.63% |
$771K - $975K
|
12.2K
$550K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-23.1K- 18.7% |
$832K - $1.05M
|
100K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-23.9K- 59.65% |
$861K - $1.09M
|
16.1K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-24.8K- 4.38% |
$893K - $1.13M
|
541K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.5K- 49.93% |
$920K - $1.16M
|
25.6K
$1.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.6K- 12.07% |
$925K - $1.17M
|
187K
$8.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.1K- 43.49% |
$940K - $1.19M
|
33.9K
$1.53M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-26.1K- 67.59% |
$942K - $1.19M
|
12.5K
$564K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-27.1K- 51.22% |
$979K - $1.24M
|
25.8K
$1.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.2K- 51.28% |
$982K - $1.24M
|
25.9K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.8K- 20.21% |
$1.04M - $1.31M
|
114K
$5.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-29.5K- 45.32% |
$1.06M - $1.35M
|
35.6K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-30.8K- 8.58% |
$1.11M - $1.41M
|
328K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-31.7K- 52.67% |
$1.14M - $1.45M
|
28.5K
$1.28M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.9K- 39.86% |
$1.15M - $1.46M
|
48.1K
$2.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-34.2K- 68.85% |
$1.23M - $1.56M
|
15.5K
$697K
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-35.6K- 48.02% |
$1.28M - $1.62M
|
38.5K
$1.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-37.6K- 35.96% |
$1.36M - $1.72M
|
67K
$3.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-37.7K- 69.6% |
$1.36M - $1.72M
|
16.5K
$742K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.7K- 10.97% |
$1.43M - $1.81M
|
322K
$14.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41.5K- 22.76% |
$1.5M - $1.89M
|
141K
$6.34M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-43.3K- 62.19% |
$1.56M - $1.98M
|
26.3K
$1.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-47.7K- 33.67% |
$1.72M - $2.18M
|
94K
$4.24M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-48K- 77.42% |
$1.73M - $2.19M
|
14K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
SELL
|
- |
-48.5K- 25.4% |
$1.75M - $2.22M
|
143K
$6.42M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48.6K- 16.76% |
$1.75M - $2.22M
|
241K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-48.7K- 84.85% |
$1.76M - $2.22M
|
8.7K
$392K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.9K- 24.09% |
$1.76M - $2.23M
|
154K
$6.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-54K- 51.19% |
$1.95M - $2.46M
|
51.5K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-55.2K- 76.36% |
$1.99M - $2.52M
|
17.1K
$770K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-55.8K- 42.58% |
$2.01M - $2.55M
|
75.3K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-55.9K- 77.83% |
$2.02M - $2.55M
|
15.9K
$717K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-56.4K- 84.73% |
$2.03M - $2.57M
|
10.2K
$458K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-63.3K- 55.69% |
$2.28M - $2.89M
|
50.4K
$2.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-67.4K- 58.88% |
$2.43M - $3.07M
|
47K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-68.6K- 74.64% |
$2.48M - $3.13M
|
23.3K
$1.05M
|