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 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.1K- 10.53% |
$541K - $660K
|
111K
$5M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-14.7K- 14.32% |
$607K - $740K
|
87.7K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.8K- 42.05% |
$612K - $746K
|
20.4K
$918K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.1K- 10.44% |
$624K - $760K
|
129K
$5.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15.1K- 26.98% |
$625K - $762K
|
40.8K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.2K- 8.14% |
$630K - $768K
|
172K
$7.73M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16K- 2.66% |
$665K - $810K
|
586K
$26.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16K- 2.66% |
$665K - $810K
|
586K
$26.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-17.3K- 63.16% |
$718K - $875K
|
10.1K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-18.5K- 12.14% |
$767K - $935K
|
134K
$6.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19K- 62.63% |
$786K - $958K
|
11.3K
$510K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.7K- 15.58% |
$860K - $1.05M
|
112K
$5.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-21.1K- 31.42% |
$872K - $1.06M
|
46K
$2.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.5K- 6.69% |
$892K - $1.09M
|
300K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21.8K- 73.58% |
$903K - $1.1M
|
7.83K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.6K- 53.96% |
$1.02M - $1.24M
|
21K
$945K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-33.8K- 84.67% |
$1.4M - $1.71M
|
6.11K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.7K- 2.34% |
$1.44M - $1.75M
|
1.45M
$65.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-35.2K- 10.06% |
$1.46M - $1.78M
|
315K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-35.7K- 17.62% |
$1.48M - $1.8M
|
167K
$7.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-39.5K- 5.34% |
$1.64M - $1.99M
|
700K
$31.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40.1K- 69.55% |
$1.66M - $2.03M
|
17.6K
$792K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-40.4K- 8.97% |
$1.68M - $2.04M
|
411K
$18.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.4K- 1.63% |
$2.04M - $2.49M
|
2.98M
$134M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-52K- 62.07% |
$2.16M - $2.63M
|
31.8K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-55.9K- 63.99% |
$2.31M - $2.82M
|
31.4K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-56.7K- 87.73% |
$2.35M - $2.86M
|
7.93K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-69K- 8.7% |
$2.86M - $3.48M
|
724K
$32.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86K- 16.4% |
$3.56M - $4.34M
|
438K
$19.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-94.7K- 70.03% |
$3.92M - $4.78M
|
40.5K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-129K- 4.05% |
$5.34M - $6.51M
|
3.05M
$138M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-132K- 10.52% |
$5.46M - $6.65M
|
1.12M
$50.5M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-264K- 99.43% |
$10.9M - $13.3M
|
1.51K
$67.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-861K- 35.0% |
$35.7M - $43.5M
|
1.6M
$72.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.34M- 97.92% |
$55.4M - $67.5M
|
28.4K
$1.28M
|