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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.25% |
$101 - $564
|
814
$48.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$50.5 - $282
|
156
$9.34K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.06% |
$50.5 - $282
|
1.56K
$93.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.66% |
$50.5 - $282
|
153
$9.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.43% |
$50.5 - $282
|
233
$13.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1+ 0.11% |
$50.5 - $282
|
921
$55.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.5% |
$50.5 - $282
|
202
$12.1K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 1.3% |
$101 - $564
|
152
$9.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-3- 0.26% |
$152 - $846
|
1.16K
$69.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4- 0.23% |
$202 - $1.13K
|
1.74K
$104K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-7- 0.26% |
$354 - $1.97K
|
2.67K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.54% |
$354 - $1.97K
|
1.29K
$77.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 1.12% |
$505 - $2.82K
|
879
$52.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-11- 1.35% |
$556 - $3.1K
|
806
$48.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11- 14.1% |
$556 - $3.1K
|
67
$4.01K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-17- 1.36% |
$859 - $4.79K
|
1.23K
$73.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-17- 32.08% |
$859 - $4.79K
|
36
$2.15K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-17- 0.44% |
$859 - $4.79K
|
3.85K
$230K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-20- 0.51% |
$1.01K - $5.64K
|
3.9K
$233K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 1.11% |
$1.21K - $6.77K
|
2.14K
$128K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-25- 0.45% |
$1.26K - $7.05K
|
5.58K
$334K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 11.74% |
$1.26K - $7.05K
|
188
$11.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-26- 2.6% |
$1.31K - $7.33K
|
975
$58.3K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26- 4.94% |
$1.31K - $7.33K
|
500
$29.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 0.1% |
$1.36K - $7.61K
|
26.5K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-33- 2.46% |
$1.67K - $9.3K
|
1.31K
$78.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-36- 3.72% |
$1.82K - $10.1K
|
933
$55.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-38- 0.59% |
$1.92K - $10.7K
|
6.41K
$383K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-38- 0.54% |
$1.92K - $10.7K
|
7K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-42- 2.18% |
$2.12K - $11.8K
|
1.89K
$113K
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-48- 0.54% |
$2.43K - $13.5K
|
8.77K
$525K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-50- 10.14% |
$2.53K - $14.1K
|
443
$26.5K
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-50- 2.96% |
$2.53K - $14.1K
|
1.64K
$98K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-50- 5.26% |
$2.53K - $14.1K
|
900
$53.9K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.68% |
$2.73K - $15.2K
|
7.86K
$470K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 5.56% |
$3.03K - $16.9K
|
1.02K
$61K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-63- 12.52% |
$3.18K - $17.8K
|
440
$26.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-66- 2.17% |
$3.34K - $18.6K
|
2.98K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-75- 4.3% |
$3.79K - $21.1K
|
1.67K
$99.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-77- 7.28% |
$3.89K - $21.7K
|
980
$58.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-85- 5.16% |
$4.3K - $24K
|
1.56K
$93.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-89- 9.01% |
$4.5K - $25.1K
|
899
$53.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-100- 7.41% |
$5.05K - $28.2K
|
1.25K
$74.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-104- 1.57% |
$5.26K - $29.3K
|
6.51K
$389K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-115- 10.72% |
$5.81K - $32.4K
|
958
$57.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-148- 0.76% |
$7.48K - $41.7K
|
19.3K
$1.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-150- 2.58% |
$7.58K - $42.3K
|
5.66K
$339K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-154- 71.63% |
$7.78K - $43.4K
|
61
$3.65K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-171- 1.42% |
$8.64K - $48.2K
|
11.9K
$711K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-174- 16.71% |
$8.79K - $49K
|
867
$51.9K
|