Purchases and Sales Made in Q4 2022 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) 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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.6K+ 298.93% |
$1.58M - $5.69M
|
44.9K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.3KNew |
$954K - $3.44M
|
20.3K
$1.55M
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
19.9KNew |
$934K - $3.37M
|
19.9K
$1.52M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
15.2K+ 32.71% |
$713K - $2.57M
|
61.7K
$4.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13.5K+ 57.42% |
$634K - $2.28M
|
37K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$513K - $1.85M
|
10.9K
$833K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 32.64% |
$475K - $1.71M
|
41.1K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
10KNew |
$469K - $1.69M
|
10K
$762K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
9.99KNew |
$469K - $1.69M
|
9.99K
$761K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.79K+ 17.14% |
$412K - $1.49M
|
60.1K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.73KNew |
$410K - $1.48M
|
8.73K
$665K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.05K+ 194.09% |
$378K - $1.36M
|
12.2K
$929K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.44K+ 273.52% |
$302K - $1.09M
|
8.79K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.2K+ 57.94% |
$291K - $1.05M
|
16.9K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.34K+ 114.29% |
$204K - $735K
|
8.14K
$621K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.03K+ 110.19% |
$189K - $682K
|
7.69K
$586K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.87KNew |
$181K - $654K
|
3.87K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.62K+ 15.17% |
$170K - $612K
|
27.5K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.45KNew |
$162K - $583K
|
3.45K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.12KNew |
$146K - $528K
|
3.12K
$238K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.71K+ 111.81% |
$127K - $458K
|
5.13K
$391K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.69KNew |
$126K - $455K
|
2.69K
$205K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
2.69KNew |
$126K - $455K
|
2.69K
$205K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.67KNew |
$125K - $452K
|
2.67K
$204K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.62K+ 69.53% |
$123K - $443K
|
6.39K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$97.5K - $351K
|
2.08K
$158K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.03KNew |
$95.2K - $343K
|
2.03K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.93KNew |
$90.7K - $327K
|
1.93K
$147K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.64KNew |
$76.9K - $277K
|
1.64K
$125K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.6K+ 841.05% |
$75K - $270K
|
1.79K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.54KNew |
$72.3K - $261K
|
1.54K
$117K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.51K+ 3.18% |
$71K - $256K
|
49.1K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.5K+ 65.22% |
$70.4K - $254K
|
3.8K
$290K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.46KNew |
$68.3K - $246K
|
1.46K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.45KNew |
$68K - $245K
|
1.45K
$110K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.4KNew |
$65.6K - $237K
|
1.4K
$107K
|
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
1.36K+ 3.39% |
$63.6K - $229K
|
41.3K
$3.15M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.35K+ 1.5% |
$63.1K - $228K
|
91.1K
$6.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.32KNew |
$62.1K - $224K
|
1.32K
$101K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.3KNew |
$60.9K - $219K
|
1.3K
$98.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.26K+ 6.38% |
$59K - $213K
|
21K
$1.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.15K+ 29.56% |
$54.1K - $195K
|
5.05K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.06KNew |
$49.7K - $179K
|
1.06K
$80.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 0.85% |
$49.3K - $178K
|
124K
$9.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
847+ 58.98% |
$39.7K - $143K
|
2.28K
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
845+ 20.6% |
$39.6K - $143K
|
4.95K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
815+ 708.7% |
$38.2K - $138K
|
930
$70.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
694+ 3.68% |
$32.6K - $117K
|
19.6K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
685+ 44.02% |
$32.1K - $116K
|
2.24K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
495+ 109.51% |
$23.2K - $83.7K
|
947
$72.2K
|