Purchases and Sales Made in Q4 2022 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.28K+ 3.28% |
$301K - $367K
|
229K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
7.25KNew |
$301K - $366K
|
7.25K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.8KNew |
$282K - $343K
|
6.8K
$306K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.35KNew |
$263K - $321K
|
6.35K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$256K - $312K
|
6.18K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.08KNew |
$252K - $307K
|
6.08K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.01KNew |
$249K - $303K
|
6.01K
$271K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.97K+ 16.21% |
$247K - $301K
|
42.8K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.89KNew |
$244K - $297K
|
5.89K
$265K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.81K+ 3.77% |
$241K - $293K
|
160K
$7.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.59KNew |
$232K - $282K
|
5.59K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.5KNew |
$228K - $278K
|
5.5K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
5.5KNew |
$228K - $278K
|
5.5K
$248K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.46K+ 26.57% |
$226K - $276K
|
26K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.21K+ 85.38% |
$216K - $263K
|
11.3K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.08KNew |
$210K - $256K
|
5.08K
$229K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5KNew |
$207K - $253K
|
5K
$225K
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.98K+ 18.27% |
$206K - $251K
|
32.2K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.8KNew |
$199K - $243K
|
4.8K
$216K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.8KNew |
$199K - $242K
|
4.8K
$216K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.77KNew |
$198K - $241K
|
4.77K
$215K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.63K+ 59.46% |
$192K - $234K
|
12.4K
$559K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.61KNew |
$191K - $233K
|
4.61K
$208K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
4.58KNew |
$190K - $231K
|
4.58K
$206K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.54KNew |
$188K - $229K
|
4.54K
$204K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.47K+ 9.3% |
$185K - $226K
|
52.6K
$2.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.44KNew |
$184K - $224K
|
4.44K
$200K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.43KNew |
$184K - $224K
|
4.43K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.37KNew |
$181K - $220K
|
4.37K
$197K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.35KNew |
$180K - $220K
|
4.35K
$196K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.83KNew |
$159K - $193K
|
3.83K
$172K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.77K+ 8.02% |
$156K - $191K
|
50.8K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.67K+ 37.06% |
$152K - $185K
|
13.6K
$612K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.46K+ 15.57% |
$143K - $175K
|
25.7K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.27K+ 27.85% |
$135K - $165K
|
15K
$676K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$133K - $162K
|
3.2K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.03KNew |
$125K - $153K
|
3.03K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.01K+ 6.06% |
$125K - $152K
|
52.6K
$2.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 8.84% |
$113K - $138K
|
33.7K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.69K+ 45.98% |
$111K - $136K
|
8.53K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.6KNew |
$108K - $131K
|
2.6K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.59K+ 7.09% |
$107K - $131K
|
39.2K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.3K+ 9.45% |
$95.4K - $116K
|
26.7K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.24K+ 34.23% |
$92.7K - $113K
|
8.77K
$395K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.03K+ 0.84% |
$84.1K - $103K
|
243K
$11M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.98KNew |
$82.1K - $100K
|
1.98K
$89.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.9KNew |
$78.6K - $95.8K
|
1.9K
$85.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.89KNew |
$78.2K - $95.3K
|
1.89K
$85K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.8K+ 1.8% |
$74.7K - $91.1K
|
102K
$4.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.6K+ 1.14% |
$66.3K - $80.8K
|
142K
$6.41M
|