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 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 21.52% |
$77.1K - $94K
|
6.79K
$306K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 4.87% |
$77.8K - $94.8K
|
36.6K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.9K- 16.98% |
$78.7K - $96K
|
9.29K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-1.93K- 26.13% |
$79.8K - $97.3K
|
5.44K
$245K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.94K- 14.93% |
$80.5K - $98.1K
|
11.1K
$499K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.02K- 7.81% |
$83.8K - $102K
|
23.9K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 17.24% |
$84.2K - $103K
|
9.76K
$440K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-2.07K- 16.12% |
$85.8K - $105K
|
10.8K
$486K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.08K- 3.73% |
$86K - $105K
|
53.6K
$2.41M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2.15K- 14.67% |
$89K - $109K
|
12.5K
$563K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.41K- 13.04% |
$99.7K - $122K
|
16.1K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.46K- 14.37% |
$102K - $124K
|
14.6K
$659K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.53K- 13.62% |
$105K - $128K
|
16.1K
$724K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.55K- 6.57% |
$106K - $129K
|
36.3K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 32.11% |
$106K - $130K
|
5.43K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.57K- 27.74% |
$106K - $130K
|
6.69K
$302K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 8.0% |
$111K - $135K
|
30.7K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.84K- 14.29% |
$118K - $143K
|
17K
$767K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.89K- 28.45% |
$120K - $146K
|
7.28K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.09K- 13.25% |
$128K - $156K
|
20.2K
$912K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.35K- 22.19% |
$139K - $169K
|
11.7K
$529K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.43K- 21.57% |
$142K - $173K
|
12.5K
$563K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.77K- 27.77% |
$156K - $190K
|
9.81K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.01K- 2.7% |
$166K - $202K
|
144K
$6.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-4.41K- 4.98% |
$183K - $223K
|
84.2K
$3.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.46K- 2.12% |
$185K - $225K
|
206K
$9.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4.48K- 45.79% |
$185K - $226K
|
5.3K
$239K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4.77K- 19.31% |
$197K - $241K
|
19.9K
$897K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-4.84K- 16.98% |
$200K - $244K
|
23.6K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-4.98K- 40.67% |
$206K - $252K
|
7.27K
$327K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.11K- 25.65% |
$212K - $258K
|
14.8K
$667K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-5.34K- 46.97% |
$221K - $270K
|
6.03K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-5.35K- 11.41% |
$222K - $270K
|
41.5K
$1.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.48K- 29.79% |
$227K - $277K
|
12.9K
$581K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.7K- 44.15% |
$236K - $288K
|
7.21K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.72K- 90.18% |
$237K - $289K
|
623
$28.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.83K- 1.78% |
$242K - $295K
|
322K
$14.5M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.23KClosed |
$258K - $314K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-6.26K- 37.43% |
$259K - $316K
|
10.5K
$472K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.62K- 54.42% |
$274K - $335K
|
5.55K
$250K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.73K- 16.59% |
$279K - $340K
|
33.8K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.88K- 20.02% |
$285K - $347K
|
27.5K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.2K- 6.47% |
$298K - $364K
|
104K
$4.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8.58K- 17.03% |
$356K - $433K
|
41.8K
$1.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-8.8K- 87.55% |
$365K - $444K
|
1.25K
$56.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-8.96K- 9.53% |
$371K - $453K
|
85.1K
$3.83M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.36K- 20.29% |
$388K - $472K
|
36.7K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.62K- 19.43% |
$399K - $486K
|
39.9K
$1.8M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.83K- 64.47% |
$407K - $496K
|
5.41K
$244K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.95K- 38.47% |
$412K - $502K
|
15.9K
$717K
|