Purchases and Sales Made in Q2 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
280+ 11.65% |
$69.9K - $84K
|
2.68K
$168K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
278+ 6.56% |
$69.4K - $83.4K
|
4.51K
$283K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
261+ 2.17% |
$65.2K - $78.3K
|
12.3K
$771K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
240+ 13.45% |
$59.9K - $72K
|
2.02K
$127K
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
210+ 15.91% |
$52.5K - $63K
|
1.53K
$96K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
200+ 21.6% |
$50K - $60K
|
1.13K
$70.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
200+ 246.91% |
$50K - $60K
|
281
$17.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
197+ 0.59% |
$49.2K - $59.1K
|
33.4K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
189+ 290.77% |
$47.2K - $56.7K
|
254
$15.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
178+ 23.92% |
$44.5K - $53.4K
|
922
$57.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
166+ 8.7% |
$41.5K - $49.8K
|
2.07K
$130K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
150New |
$37.5K - $45K
|
150
$9.41K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
148+ 16.34% |
$37K - $44.4K
|
1.05K
$66.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
138+ 2.48% |
$34.5K - $41.4K
|
5.71K
$358K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
128+ 9.12% |
$32K - $38.4K
|
1.53K
$96.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
127+ 5.82% |
$31.7K - $38.1K
|
2.31K
$145K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
120+ 2.21% |
$30K - $36K
|
5.55K
$349K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
115+ 30.42% |
$28.7K - $34.5K
|
493
$30.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
110+ 5.05% |
$27.5K - $33K
|
2.29K
$144K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100+ 3.88% |
$25K - $30K
|
2.68K
$168K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
100New |
$25K - $30K
|
100
$6.28K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
86+ 4.97% |
$21.5K - $25.8K
|
1.82K
$114K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
85+ 34.0% |
$21.2K - $25.5K
|
335
$21K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
74+ 8.1% |
$18.5K - $22.2K
|
988
$62K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
74+ 7.65% |
$18.5K - $22.2K
|
1.04K
$65.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
69+ 0.47% |
$17.2K - $20.7K
|
14.9K
$935K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
60+ 2.47% |
$15K - $18K
|
2.49K
$156K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
60+ 1.33% |
$15K - $18K
|
4.56K
$286K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
52New |
$13K - $15.6K
|
52
$3.26K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
52+ 5.09% |
$13K - $15.6K
|
1.07K
$67.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
51+ 5.56% |
$12.7K - $15.3K
|
969
$60.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
50+ 5.88% |
$12.5K - $15K
|
900
$56.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 33.11% |
$12.5K - $15K
|
201
$12.6K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49+ 288.24% |
$12.2K - $14.7K
|
66
$4.14K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42New |
$10.5K - $12.6K
|
42
$2.64K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
40+ 2.85% |
$9.99K - $12K
|
1.44K
$90.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
37New |
$9.24K - $11.1K
|
37
$2.32K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
31New |
$7.74K - $9.3K
|
31
$1.95K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25+ 13.3% |
$6.24K - $7.5K
|
213
$13.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
21+ 9.95% |
$5.25K - $6.3K
|
232
$14.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17+ 27.87% |
$4.25K - $5.1K
|
78
$4.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
14+ 0.06% |
$3.5K - $4.2K
|
22K
$1.38M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
14+ 0.46% |
$3.5K - $4.2K
|
3.06K
$192K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.26% |
$2.75K - $3.3K
|
4.18K
$263K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
10+ 5.88% |
$2.5K - $3K
|
180
$11.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
9+ 0.05% |
$2.25K - $2.7K
|
19.4K
$1.22M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 7.08% |
$2K - $2.4K
|
121
$7.59K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 0.24% |
$1.75K - $2.1K
|
2.89K
$181K
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 0.03% |
$1.75K - $2.1K
|
26.6K
$1.67M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
7+ 0.31% |
$1.75K - $2.1K
|
2.3K
$144K
|