Purchases and Sales Made in Q1 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-61Closed |
$16.2K - $18.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-67- 12.38% |
$17.8K - $19.9K
|
474
$28.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-68Closed |
$18.1K - $20.2K
|
0
$0
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-70- 8.68% |
$18.6K - $20.8K
|
736
$44K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-73- 6.16% |
$19.4K - $21.7K
|
1.11K
$66.5K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-73- 6.77% |
$19.4K - $21.7K
|
1.01K
$60.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$20K - $22.3K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-75- 6.28% |
$20K - $22.3K
|
1.12K
$67K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-77- 3.43% |
$20.5K - $22.9K
|
2.17K
$130K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-78- 2.97% |
$20.8K - $23.2K
|
2.55K
$152K
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-78- 1.95% |
$20.8K - $23.2K
|
3.91K
$234K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-81- 2.01% |
$21.6K - $24.1K
|
3.94K
$236K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-82- 13.69% |
$21.8K - $24.4K
|
517
$30.9K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-83- 1.25% |
$22.1K - $24.7K
|
6.56K
$393K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-84- 10.16% |
$22.4K - $25K
|
743
$44.5K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-86- 0.32% |
$22.9K - $25.6K
|
26.6K
$1.59M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-95- 1.48% |
$25.3K - $28.3K
|
6.31K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-99- 6.67% |
$26.3K - $29.5K
|
1.39K
$82.9K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100Closed |
$26.6K - $29.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 30.3% |
$26.6K - $29.8K
|
230
$13.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102- 1.51% |
$27.1K - $30.4K
|
6.66K
$399K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-105- 4.98% |
$27.9K - $31.2K
|
2.01K
$120K
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-109- 1.04% |
$29K - $32.4K
|
10.4K
$622K
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-119- 0.49% |
$31.7K - $35.4K
|
24K
$1.44M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-119- 2.7% |
$31.7K - $35.4K
|
4.29K
$256K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-128- 20.29% |
$34.1K - $38.1K
|
503
$30.1K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-132- 5.72% |
$35.1K - $39.3K
|
2.18K
$130K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-135- 0.69% |
$35.9K - $40.2K
|
19.4K
$1.16M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-136- 1.07% |
$36.2K - $40.5K
|
12.6K
$752K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-137- 9.51% |
$36.5K - $40.8K
|
1.3K
$78K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-145- 27.46% |
$38.6K - $43.2K
|
383
$22.9K
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-146- 15.47% |
$38.9K - $43.4K
|
798
$47.8K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-153- 40.16% |
$40.7K - $45.5K
|
228
$13.6K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-154- 5.36% |
$41K - $45.8K
|
2.72K
$163K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-163- 1.19% |
$43.4K - $48.5K
|
13.6K
$812K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-172- 83.9% |
$45.8K - $51.2K
|
33
$1.97K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-174- 2.84% |
$46.3K - $51.8K
|
5.96K
$357K
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-180- 9.62% |
$47.9K - $53.6K
|
1.69K
$101K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-190- 1.53% |
$50.6K - $56.5K
|
12.2K
$730K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-190- 17.67% |
$50.6K - $56.5K
|
885
$53K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-197- 7.11% |
$52.4K - $58.6K
|
2.58K
$154K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-199- 2.23% |
$53K - $59.2K
|
8.71K
$521K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 91.32% |
$53.2K - $59.5K
|
19
$1.14K
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-215Closed |
$57.2K - $64K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-217- 22.12% |
$57.8K - $64.6K
|
764
$45.7K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-220- 7.03% |
$58.5K - $65.5K
|
2.91K
$174K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-222- 8.55% |
$59.1K - $66.1K
|
2.38K
$142K
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-250- 11.11% |
$66.5K - $74.4K
|
2K
$120K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-250- 22.07% |
$66.5K - $74.4K
|
883
$52.8K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-252- 25.79% |
$67.1K - $75K
|
725
$43.4K
|