Purchases and Sales Made in Q3 2022 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 53.69% |
$11.7M - $14.3M
|
714K
$56.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 53.69% |
$11.7M - $14.3M
|
714K
$56.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
43.1KNew |
$2.03M - $2.46M
|
43.1K
$3.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
40KNew |
$1.88M - $2.29M
|
40K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.7K+ 10.3% |
$1.59M - $1.92M
|
361K
$28.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
33.3K+ 368.82% |
$1.57M - $1.9M
|
42.3K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14K+ 45.41% |
$660K - $801K
|
44.9K
$3.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.68KNew |
$409K - $496K
|
8.68K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.4K+ 148.84% |
$301K - $366K
|
10.7K
$845K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.7K+ 1.72% |
$268K - $326K
|
337K
$26.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.5KNew |
$212K - $257K
|
4.5K
$356K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 116.11% |
$203K - $246K
|
8.01K
$633K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.73K+ 5.97% |
$176K - $213K
|
66.2K
$5.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.78KNew |
$131K - $159K
|
2.78K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.7KNew |
$127K - $154K
|
2.7K
$213K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.67KNew |
$125K - $152K
|
2.67K
$211K
|
|
|
Oct 18, 2022
Q3 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$125K - $152K
|
2.66K
$210K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.57K+ 2.95% |
$121K - $147K
|
89.8K
$7.09M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.55K+ 112.83% |
$120K - $146K
|
4.81K
$380K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.52K+ 11.96% |
$119K - $144K
|
23.6K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.39K+ 9.62% |
$112K - $136K
|
27.2K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.31K+ 6.07% |
$109K - $132K
|
40.3K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.3KNew |
$108K - $131K
|
2.3K
$182K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.98K+ 3798.08% |
$93K - $113K
|
2.03K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.77KNew |
$83.4K - $101K
|
1.77K
$140K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.74K+ 8.4% |
$81.7K - $99.2K
|
22.4K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.68KNew |
$79.1K - $96K
|
1.68K
$133K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.56KNew |
$73.3K - $88.9K
|
1.56K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.56K+ 161.64% |
$73.2K - $88.9K
|
2.52K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.5KNew |
$70.6K - $85.7K
|
1.5K
$118K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.44KNew |
$67.6K - $82.1K
|
1.44K
$113K
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.39K+ 2.78% |
$65.2K - $79.2K
|
51.3K
$4.05M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.21K+ 2.6% |
$56.7K - $68.9K
|
47.6K
$3.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.11KNew |
$52.1K - $63.2K
|
1.11K
$87.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
955+ 3.91% |
$45K - $54.6K
|
25.4K
$2.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
942+ 22.89% |
$44.3K - $53.8K
|
5.06K
$400K
|
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
862New |
$40.6K - $49.3K
|
862
$68.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
851+ 28.86% |
$40.1K - $48.6K
|
3.8K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
796+ 10.37% |
$37.5K - $45.5K
|
8.47K
$669K
|
|
|
Oct 04, 2022
Q3 2022
|
Spence Asset Management
|
BUY
|
- |
542+ 7.38% |
$25.5K - $31K
|
7.88K
$623K
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
529+ 1.14% |
$24.9K - $30.2K
|
46.8K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
519+ 1.69% |
$24.4K - $29.7K
|
31.3K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
503+ 102.03% |
$23.7K - $28.8K
|
996
$78.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
493+ 36.14% |
$23.2K - $28.2K
|
1.86K
$147K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
388+ 16.84% |
$18.3K - $22.2K
|
2.69K
$213K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
371+ 15.26% |
$17.5K - $21.2K
|
2.8K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
362+ 9.68% |
$17K - $20.7K
|
4.1K
$324K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
360New |
$16.9K - $20.6K
|
360
$28.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
350+ 1.33% |
$16.5K - $20K
|
26.6K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
318+ 22.01% |
$15K - $18.2K
|
1.76K
$139K
|