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 |
---|---|---|---|---|---|---|---|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-44- 1.9% |
$11K - $13.2K
|
2.28K
$143K
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-44Closed |
$11K - $13.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46- 45.1% |
$11.5K - $13.8K
|
56
$3.51K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-48- 1.19% |
$12K - $14.4K
|
4K
$251K
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50Closed |
$12.5K - $15K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-50- 5.49% |
$12.5K - $15K
|
861
$54K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 13.05% |
$12.5K - $15K
|
333
$20.9K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-51- 5.88% |
$12.7K - $15.3K
|
817
$51.3K
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-55- 2.02% |
$13.7K - $16.5K
|
2.67K
$168K
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-56- 3.52% |
$14K - $16.8K
|
1.54K
$96.5K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-59Closed |
$14.7K - $17.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-60- 1.95% |
$15K - $18K
|
3.01K
$189K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-66- 0.99% |
$16.5K - $19.8K
|
6.61K
$415K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-66Closed |
$16.5K - $19.8K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-66Closed |
$16.5K - $19.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-67- 3.7% |
$16.7K - $20.1K
|
1.75K
$110K
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-67- 1.56% |
$16.7K - $20.1K
|
4.22K
$265K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-67- 2.36% |
$16.7K - $20.1K
|
2.78K
$174K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-68- 2.43% |
$17K - $20.4K
|
2.73K
$172K
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-70- 0.3% |
$17.5K - $21K
|
22.9K
$1.44M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-70- 10.45% |
$17.5K - $21K
|
600
$37.7K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 2.25% |
$17.5K - $21K
|
3.05K
$191K
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-73- 7.6% |
$18.2K - $21.9K
|
888
$55.7K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-75Closed |
$18.7K - $22.5K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-75- 32.61% |
$18.7K - $22.5K
|
155
$9.73K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-75- 3.0% |
$18.7K - $22.5K
|
2.43K
$152K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-80Closed |
$20K - $24K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-82- 1.91% |
$20.5K - $24.6K
|
4.21K
$264K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-84- 7.46% |
$21K - $25.2K
|
1.04K
$65.4K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-85- 4.65% |
$21.2K - $25.5K
|
1.74K
$109K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-88- 6.36% |
$22K - $26.4K
|
1.3K
$81.3K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-89- 2.25% |
$22.2K - $26.7K
|
3.87K
$243K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-99- 7.15% |
$24.7K - $29.7K
|
1.29K
$80.7K
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 8.03% |
$25K - $30K
|
1.15K
$71.9K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-102Closed |
$25.5K - $30.6K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-116- 1.77% |
$29K - $34.8K
|
6.45K
$404K
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-127- 8.82% |
$31.7K - $38.1K
|
1.31K
$82.4K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-135- 15.25% |
$33.7K - $40.5K
|
750
$47.1K
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-135- 0.72% |
$33.7K - $40.5K
|
18.5K
$1.16M
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-136- 1.12% |
$34K - $40.8K
|
12.1K
$757K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-143- 2.44% |
$35.7K - $42.9K
|
5.72K
$359K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-144- 20.96% |
$36K - $43.2K
|
543
$34.1K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-144- 3.65% |
$36K - $43.2K
|
3.8K
$238K
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-150- 3.58% |
$37.5K - $45K
|
4.04K
$254K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-163Closed |
$40.7K - $48.9K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-164- 4.5% |
$41K - $49.2K
|
3.48K
$219K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-167- 1.52% |
$41.7K - $50.1K
|
10.8K
$678K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-200- 5.69% |
$50K - $60K
|
3.31K
$208K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-200- 6.94% |
$50K - $60K
|
2.68K
$168K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-210- 2.57% |
$52.5K - $63K
|
7.95K
$499K
|