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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-71.7K- 63.86% |
$2.59M - $3.27M
|
40.6K
$1.83M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-75.2K- 86.07% |
$2.71M - $3.43M
|
12.2K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-77.4K- 21.06% |
$2.79M - $3.53M
|
290K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-87.6K- 52.44% |
$3.16M - $4M
|
79.5K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-93.7K- 43.03% |
$3.38M - $4.28M
|
124K
$5.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-94.7K- 31.84% |
$3.41M - $4.32M
|
203K
$9.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-97.5K- 72.59% |
$3.52M - $4.45M
|
36.8K
$1.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-98.3KClosed |
$3.55M - $4.49M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-99.4K- 17.06% |
$3.58M - $4.54M
|
483K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-101K- 67.04% |
$3.63M - $4.6M
|
49.5K
$2.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-102K- 84.7% |
$3.69M - $4.67M
|
18.5K
$832K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-109K- 6.83% |
$3.92M - $4.96M
|
1.48M
$66.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-121K- 18.73% |
$4.36M - $5.51M
|
524K
$23.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-123K- 49.14% |
$4.43M - $5.61M
|
127K
$5.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-128K- 55.65% |
$4.63M - $5.86M
|
102K
$4.61M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-131K- 83.52% |
$4.73M - $5.98M
|
25.9K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-144K- 39.31% |
$5.19M - $6.56M
|
222K
$10M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-145K- 51.81% |
$5.24M - $6.63M
|
135K
$6.09M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-148K- 86.94% |
$5.34M - $6.76M
|
22.2K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-183K- 35.9% |
$6.6M - $8.35M
|
327K
$14.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-201K- 76.95% |
$7.26M - $9.18M
|
60.3K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-236K- 81.01% |
$8.5M - $10.8M
|
55.2K
$2.49M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-266K- 30.65% |
$9.6M - $12.2M
|
602K
$27.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-266K- 30.65% |
$9.6M - $12.2M
|
602K
$27.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-348K- 30.52% |
$12.6M - $15.9M
|
793K
$35.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-356K- 58.15% |
$12.9M - $16.3M
|
257K
$11.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-479K- 62.3% |
$17.3M - $21.9M
|
290K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-513K- 38.16% |
$18.5M - $23.4M
|
831K
$37.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-689K- 66.33% |
$24.9M - $31.5M
|
350K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-916K- 31.38% |
$33M - $41.8M
|
2M
$90.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-997K- 57.41% |
$36M - $45.5M
|
739K
$33.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.12M- 25.96% |
$40.3M - $50.9M
|
3.18M
$143M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.23M- 51.56% |
$44.3M - $56M
|
1.15M
$52M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.41M- 36.41% |
$50.8M - $64.3M
|
2.46M
$111M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.9M- 69.46% |
$249M - $315M
|
3.03M
$137M
|