Purchases and Sales Made in Q4 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.3K+ 21.53% |
$4.45M - $25.4M
|
493K
$29.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75K+ 689.89% |
$3.82M - $21.8M
|
85.8K
$5.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.5K+ 36.17% |
$3.54M - $20.2M
|
262K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
55.8KNew |
$2.84M - $16.2M
|
55.8K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
50KNew |
$2.55M - $14.6M
|
50K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
35.8KNew |
$1.82M - $10.4M
|
35.8K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.8K+ 14.54% |
$1.62M - $9.27M
|
251K
$15M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25K+ 116.47% |
$1.27M - $7.29M
|
46.6K
$2.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.5K+ 155.03% |
$1.15M - $6.56M
|
37.1K
$2.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 5.92% |
$1.13M - $6.44M
|
396K
$23.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
21.8KNew |
$1.11M - $6.34M
|
21.8K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18K+ 13.35% |
$919K - $5.25M
|
153K
$9.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.8K+ 697.25% |
$904K - $5.17M
|
20.3K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17.7K+ 44.66% |
$902K - $5.16M
|
57.4K
$3.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.5K+ 263.87% |
$892K - $5.1M
|
24.2K
$1.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14.3K+ 1073.88% |
$730K - $4.18M
|
15.7K
$938K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.3KNew |
$676K - $3.87M
|
13.3K
$795K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6K+ 30.56% |
$643K - $3.68M
|
54K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6K+ 175.18% |
$642K - $3.67M
|
19.8K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
11.9KNew |
$606K - $3.47M
|
11.9K
$712K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.9K+ 3.01% |
$604K - $3.45M
|
406K
$24.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.3KNew |
$523K - $2.99M
|
10.3K
$615K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.05KNew |
$460K - $2.63M
|
9.05K
$541K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
8.47K+ 798.49% |
$431K - $2.47M
|
9.53K
$570K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.44K+ 9.22% |
$430K - $2.46M
|
100K
$5.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.15K+ 7.75% |
$415K - $2.37M
|
113K
$6.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.8K+ 172.01% |
$397K - $2.27M
|
12.3K
$738K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.39K+ 2.16% |
$376K - $2.15M
|
349K
$20.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.17KNew |
$365K - $2.09M
|
7.17K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.15K+ 84.58% |
$364K - $2.08M
|
15.6K
$933K
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7.14K+ 800.67% |
$364K - $2.08M
|
8.03K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.74KNew |
$292K - $1.67M
|
5.74K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
5.32K+ 381.71% |
$271K - $1.55M
|
6.72K
$402K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
4.9KNew |
$249K - $1.43M
|
4.9K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.81K+ 77.19% |
$245K - $1.4M
|
11K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.33KNew |
$220K - $1.26M
|
4.33K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.31KNew |
$219K - $1.25M
|
4.31K
$258K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.3K+ 162.03% |
$219K - $1.25M
|
6.96K
$416K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.93K+ 18.3% |
$200K - $1.15M
|
25.4K
$1.52M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.9KNew |
$198K - $1.14M
|
3.9K
$233K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.84K+ 269.9% |
$195K - $1.12M
|
5.26K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78K+ 1.52% |
$193K - $1.1M
|
252K
$15.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
3.74K+ 15.82% |
$190K - $1.09M
|
27.4K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.43KNew |
$174K - $997K
|
3.43K
$205K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.28K+ 12.7% |
$167K - $954K
|
29.1K
$1.74M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.16KNew |
$161K - $920K
|
3.16K
$189K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.84K+ 7.99% |
$145K - $827K
|
38.4K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.77KNew |
$141K - $807K
|
2.77K
$166K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.74K+ 5.38% |
$140K - $798K
|
53.7K
$3.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.71KNew |
$138K - $789K
|
2.71K
$162K
|