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 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$64.2K - $78.3K
|
1.55K
$69.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.53KNew |
$63.3K - $77.2K
|
1.53K
$68.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.47K+ 12.05% |
$61K - $74.3K
|
13.7K
$617K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.45K+ 4.77% |
$60K - $73.1K
|
31.8K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.44K+ 100.0% |
$59.8K - $72.9K
|
2.89K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.31KNew |
$54.1K - $65.9K
|
1.31K
$58.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.23K+ 54.38% |
$51K - $62.1K
|
3.49K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.19K+ 3.25% |
$49.3K - $60K
|
37.8K
$1.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.19KNew |
$49.1K - $59.8K
|
1.19K
$53.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.18K+ 15.11% |
$48.8K - $59.5K
|
8.97K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.17K+ 16.9% |
$48.6K - $59.2K
|
8.12K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 4.33% |
$44K - $53.7K
|
25.6K
$1.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.04K+ 10.2% |
$42.9K - $52.3K
|
11.2K
$504K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 6.25% |
$41.4K - $50.5K
|
17K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
952+ 5.06% |
$39.4K - $48.1K
|
19.8K
$891K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
850+ 8.5% |
$35.2K - $42.9K
|
10.9K
$489K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
800New |
$33.1K - $40.4K
|
800
$36K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
789New |
$32.7K - $39.8K
|
789
$35.6K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
734+ 8.77% |
$30.4K - $37.1K
|
9.11K
$410K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
705New |
$29.2K - $35.6K
|
705
$31.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
625New |
$25.9K - $31.6K
|
625
$28.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
616+ 15.32% |
$25.5K - $31.1K
|
4.64K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
583+ 0.91% |
$24.2K - $29.4K
|
64.3K
$2.9M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
559+ 873.44% |
$23.2K - $28.2K
|
623
$28.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
548New |
$22.7K - $27.7K
|
548
$24.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
507+ 5.78% |
$21K - $25.6K
|
9.28K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
489New |
$20.3K - $24.7K
|
489
$22K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
401+ 12.7% |
$16.6K - $20.3K
|
3.56K
$160K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400+ 57.14% |
$16.6K - $20.2K
|
1.1K
$49.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
374+ 3.92% |
$15.5K - $18.9K
|
9.91K
$446K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
360+ 102.86% |
$14.9K - $18.2K
|
710
$32K
|
|
|
Jan 20, 2023
Q4 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
348+ 2.07% |
$14.4K - $17.6K
|
17.2K
$774K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
330+ 20.47% |
$13.7K - $16.7K
|
1.94K
$87.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
317+ 2.07% |
$13.1K - $16K
|
15.6K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
298+ 0.47% |
$12.3K - $15K
|
63.6K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
291+ 0.69% |
$12.1K - $14.7K
|
42.3K
$1.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
268+ 3.7% |
$11.1K - $13.5K
|
7.5K
$338K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
252+ 2.84% |
$10.4K - $12.7K
|
9.13K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
247+ 3.67% |
$10.2K - $12.5K
|
6.98K
$314K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
227+ 69.42% |
$9.4K - $11.5K
|
554
$25K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
196New |
$8.12K - $9.9K
|
196
$8.83K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
188+ 2.4% |
$7.79K - $9.49K
|
8.01K
$361K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
182New |
$7.54K - $9.19K
|
182
$8.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
174New |
$7.21K - $8.79K
|
174
$7.84K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
159New |
$6.59K - $8.03K
|
159
$7.16K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
136+ 1.6% |
$5.63K - $6.87K
|
8.65K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
131+ 3.63% |
$5.43K - $6.62K
|
3.74K
$168K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
123+ 2.37% |
$5.1K - $6.21K
|
5.32K
$240K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
113+ 2.08% |
$4.68K - $5.71K
|
5.56K
$250K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
80New |
$3.31K - $4.04K
|
80
$3.6K
|