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 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 3.02% |
$10.4K - $12.6K
|
8.02K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-253- 10.21% |
$10.5K - $12.8K
|
2.23K
$100K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-256- 9.33% |
$10.6K - $12.9K
|
2.49K
$112K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-279- 76.65% |
$11.6K - $14.1K
|
85
$3.83K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-283- 63.03% |
$11.7K - $14.3K
|
166
$7.48K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-293- 22.89% |
$12.1K - $14.8K
|
987
$44.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-313- 29.64% |
$13K - $15.8K
|
743
$33.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-345- 0.88% |
$14.3K - $17.4K
|
39K
$1.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-350- 5.6% |
$14.5K - $17.7K
|
5.9K
$266K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-368- 7.42% |
$15.2K - $18.6K
|
4.59K
$207K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-379- 23.82% |
$15.7K - $19.1K
|
1.21K
$54.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-431- 4.13% |
$17.9K - $21.8K
|
10K
$451K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-462- 0.54% |
$19.1K - $23.3K
|
85.9K
$3.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-475- 8.62% |
$19.7K - $24K
|
5.04K
$227K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-498- 1.76% |
$20.6K - $25.1K
|
27.9K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-562- 9.69% |
$23.3K - $28.4K
|
5.24K
$236K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-572- 8.23% |
$23.7K - $28.9K
|
6.38K
$288K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-575- 1.73% |
$23.8K - $29K
|
32.6K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-610- 95.16% |
$25.3K - $30.8K
|
31
$1.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-640- 12.44% |
$26.5K - $32.3K
|
4.5K
$203K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-663- 8.78% |
$27.5K - $33.5K
|
6.89K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-669- 0.53% |
$27.7K - $33.8K
|
127K
$5.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-671- 1.15% |
$27.8K - $33.9K
|
57.5K
$2.59M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-692- 1.59% |
$28.7K - $34.9K
|
42.8K
$1.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-701- 5.52% |
$29K - $35.4K
|
12K
$540K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-702- 2.72% |
$29.1K - $35.5K
|
25.1K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-711- 4.96% |
$29.5K - $35.9K
|
13.6K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-714- 19.69% |
$29.6K - $36.1K
|
2.91K
$131K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-725- 1.82% |
$30K - $36.6K
|
39K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-795- 1.03% |
$32.9K - $40.1K
|
76.3K
$3.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-857- 12.48% |
$35.5K - $43.3K
|
6.01K
$271K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-872- 18.25% |
$36.1K - $44K
|
3.91K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-921- 13.58% |
$38.2K - $46.5K
|
5.86K
$264K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-942- 14.1% |
$39K - $47.6K
|
5.74K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.03K- 3.14% |
$42.6K - $51.9K
|
31.7K
$1.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-1.08K- 11.52% |
$44.9K - $54.7K
|
8.33K
$375K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
SELL
|
- |
-1.27K- 12.86% |
$52.7K - $64.3K
|
8.62K
$389K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.33K- 1.43% |
$55K - $67K
|
91.8K
$4.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.36K- 7.22% |
$56.3K - $68.6K
|
17.5K
$787K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.37K- 12.4% |
$56.6K - $69K
|
9.65K
$435K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.37K- 10.93% |
$56.7K - $69.1K
|
11.2K
$503K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.4K- 11.78% |
$58K - $70.8K
|
10.5K
$473K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.48K- 1.38% |
$61.3K - $74.7K
|
106K
$4.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.51K- 9.37% |
$62.7K - $76.4K
|
14.6K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.52K- 9.95% |
$63K - $76.8K
|
13.8K
$620K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.58K- 18.68% |
$65.4K - $79.7K
|
6.87K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.75K- 7.69% |
$72.6K - $88.5K
|
21K
$948K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.79K- 10.05% |
$74.2K - $90.4K
|
16K
$722K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.79K- 2.38% |
$74.2K - $90.5K
|
73.5K
$3.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.85K- 5.63% |
$76.6K - $93.4K
|
31K
$1.4M
|