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 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
845+ 43.67% |
$42.7K - $238K
|
2.78K
$159K
|
|
|
Feb 20, 2025
Q3 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
800New |
$40.4K - $226K
|
800
$45.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
775+ 5.8% |
$39.2K - $218K
|
14.1K
$810K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
771+ 59.95% |
$39K - $217K
|
2.06K
$118K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
740+ 12.77% |
$37.4K - $209K
|
6.54K
$374K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
737+ 89.12% |
$37.2K - $208K
|
1.56K
$89.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
718+ 8.63% |
$36.3K - $202K
|
9.04K
$518K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
717+ 138.68% |
$36.2K - $202K
|
1.23K
$70.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
717+ 219.27% |
$36.2K - $202K
|
1.04K
$59.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
701+ 25.65% |
$35.4K - $198K
|
3.43K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
684New |
$34.6K - $193K
|
684
$39.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
630+ 24.74% |
$31.8K - $178K
|
3.18K
$182K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
579+ 3.01% |
$29.3K - $163K
|
19.8K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
523+ 7.06% |
$26.4K - $147K
|
7.93K
$454K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
521+ 6.91% |
$26.3K - $147K
|
8.07K
$462K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
484+ 15.8% |
$24.5K - $136K
|
3.55K
$203K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
465+ 6.94% |
$23.5K - $131K
|
7.17K
$411K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
459+ 3.27% |
$23.2K - $129K
|
14.5K
$830K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
449+ 54.82% |
$22.7K - $127K
|
1.27K
$72.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
417+ 6.7% |
$21.1K - $118K
|
6.64K
$380K
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
398+ 14.12% |
$20.1K - $112K
|
3.22K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
392+ 6.87% |
$19.8K - $111K
|
6.1K
$349K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
380+ 6.49% |
$19.2K - $107K
|
6.23K
$357K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
370+ 262.41% |
$18.7K - $104K
|
511
$29.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
340+ 10.94% |
$17.2K - $95.8K
|
3.45K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
340+ 6.2% |
$17.2K - $95.8K
|
5.83K
$334K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
338+ 7.98% |
$17.1K - $95.3K
|
4.58K
$262K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
319New |
$16.1K - $89.9K
|
319
$18.3K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
300+ 11.87% |
$15.2K - $84.6K
|
2.83K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
255+ 11.22% |
$12.9K - $71.9K
|
2.53K
$145K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
250+ 55.56% |
$12.6K - $70.5K
|
700
$40.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
235+ 11.61% |
$11.9K - $66.2K
|
2.26K
$129K
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
221+ 13.64% |
$11.2K - $62.3K
|
1.84K
$105K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
220+ 8.22% |
$11.1K - $62K
|
2.9K
$166K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
209+ 172.73% |
$10.6K - $58.9K
|
330
$18.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
207+ 10.35% |
$10.5K - $58.4K
|
2.21K
$126K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
202+ 2.29% |
$10.2K - $56.9K
|
9.04K
$518K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
181New |
$9.15K - $51K
|
181
$10.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
179+ 7.92% |
$9.05K - $50.5K
|
2.44K
$140K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
166New |
$8.39K - $46.8K
|
166
$9.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
157+ 7.08% |
$7.93K - $44.3K
|
2.37K
$136K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
143+ 3.55% |
$7.23K - $40.3K
|
4.18K
$239K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
141+ 4.26% |
$7.13K - $39.7K
|
3.45K
$198K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
BUY
|
- |
141+ 3.09% |
$7.13K - $39.7K
|
4.71K
$269K
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
119+ 4.45% |
$6.01K - $33.5K
|
2.79K
$160K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
119+ 0.83% |
$6.01K - $33.5K
|
14.5K
$832K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
116+ 5.57% |
$5.86K - $32.7K
|
2.2K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
109+ 8.34% |
$5.51K - $30.7K
|
1.42K
$81.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
109+ 3.92% |
$5.51K - $30.7K
|
2.89K
$165K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
98+ 11.85% |
$4.95K - $27.6K
|
925
$53K
|