Purchases and Sales Made in Q3 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.27K+ 142.94% |
$165K - $921K
|
5.56K
$332K
|
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
3.18KNew |
$161K - $898K
|
3.18K
$191K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.11K+ 46.36% |
$157K - $876K
|
9.81K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.06K+ 71.29% |
$155K - $863K
|
7.36K
$440K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.94KNew |
$149K - $829K
|
2.94K
$176K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.88KNew |
$146K - $813K
|
2.88K
$173K
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.83K+ 166.1% |
$143K - $798K
|
4.54K
$271K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.65K+ 30.57% |
$134K - $746K
|
11.3K
$676K
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.63KNew |
$133K - $742K
|
2.63K
$158K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.61K+ 87.28% |
$132K - $737K
|
5.61K
$336K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.55K+ 63.85% |
$129K - $719K
|
6.55K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.55K+ 333.55% |
$129K - $717K
|
3.31K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.53K+ 5.96% |
$128K - $712K
|
45K
$2.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.44K+ 30.04% |
$123K - $688K
|
10.6K
$632K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.23K+ 3380.3% |
$113K - $629K
|
2.3K
$137K
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 257.01% |
$111K - $620K
|
3.06K
$183K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.04KNew |
$103K - $575K
|
2.04K
$122K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 198.17% |
$98.8K - $551K
|
2.94K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.85KNew |
$93.7K - $522K
|
1.85K
$111K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 2.4% |
$90.1K - $502K
|
76K
$4.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.57K+ 7.1% |
$79.2K - $442K
|
23.6K
$1.41M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.55K+ 27.09% |
$78.3K - $437K
|
7.27K
$435K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.44K+ 42.07% |
$72.8K - $406K
|
4.87K
$291K
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
1.42K+ 12.84% |
$71.9K - $401K
|
12.5K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.41KNew |
$71.3K - $398K
|
1.41K
$84.4K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
1.39KNew |
$70.5K - $393K
|
1.39K
$83.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.36KNew |
$68.5K - $382K
|
1.36K
$81.1K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.34K+ 225.5% |
$67.9K - $379K
|
1.94K
$116K
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.34KNew |
$67.5K - $377K
|
1.34K
$79.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.32KNew |
$66.5K - $371K
|
1.32K
$78.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.3KNew |
$65.8K - $367K
|
1.3K
$77.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.3K+ 10.55% |
$65.5K - $365K
|
13.6K
$813K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.25KNew |
$63.2K - $352K
|
1.25K
$74.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.21K+ 83.86% |
$61.2K - $341K
|
2.66K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2KNew |
$60.6K - $338K
|
1.2K
$71.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.17K+ 2.91% |
$59K - $329K
|
41.4K
$2.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.16KNew |
$58.4K - $326K
|
1.16K
$69.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 102.31% |
$58.2K - $325K
|
2.28K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.12K+ 111.6% |
$56.4K - $315K
|
2.12K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.08KNew |
$54.6K - $304K
|
1.08K
$64.6K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06K+ 28.84% |
$53.7K - $300K
|
4.75K
$284K
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
1.06KNew |
$53.6K - $299K
|
1.06K
$63.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
1.05K+ 26.18% |
$53.1K - $296K
|
5.06K
$303K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1K+ 3.0% |
$50.7K - $283K
|
34.4K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
991New |
$50.1K - $279K
|
991
$59.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
988New |
$49.9K - $279K
|
988
$59.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
971New |
$49.1K - $274K
|
971
$58.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
940New |
$47.5K - $265K
|
940
$56.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
892New |
$45.1K - $251K
|
892
$53.4K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
879New |
$44.4K - $248K
|
879
$52.6K
|