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 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.71KNew |
$138K - $788K
|
2.71K
$162K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.63KNew |
$134K - $766K
|
2.63K
$157K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.59KNew |
$132K - $753K
|
2.59K
$155K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$126K - $718K
|
2.47K
$148K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.45K+ 24.95% |
$125K - $713K
|
12.3K
$733K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.34KNew |
$119K - $680K
|
2.34K
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.31K+ 20.45% |
$118K - $673K
|
13.6K
$814K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.24K+ 36.66% |
$114K - $651K
|
8.34K
$499K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.09K+ 54.89% |
$106K - $608K
|
5.9K
$353K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.08K+ 8.23% |
$106K - $607K
|
27.4K
$1.64M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$106K - $604K
|
2.08K
$124K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.02KNew |
$103K - $587K
|
2.02K
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.02KNew |
$103K - $587K
|
2.02K
$121K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.9KNew |
$96.8K - $554K
|
1.9K
$114K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.89K+ 16.01% |
$96K - $549K
|
13.7K
$818K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.82KNew |
$92.6K - $530K
|
1.82K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.77K+ 31.84% |
$90K - $515K
|
7.33K
$438K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.77K+ 4202.38% |
$89.8K - $514K
|
1.81K
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.72K+ 74.31% |
$87.4K - $500K
|
4.03K
$241K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.69KNew |
$85.9K - $491K
|
1.69K
$101K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.62K+ 1.93% |
$82.4K - $471K
|
85.5K
$5.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.61K+ 20.29% |
$81.9K - $469K
|
9.54K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.61KNew |
$81.7K - $467K
|
1.61K
$96K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.57KNew |
$80.1K - $458K
|
1.57K
$94.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.5KNew |
$76.4K - $437K
|
1.5K
$89.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.46K+ 42.41% |
$74.5K - $426K
|
4.92K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.44KNew |
$73.3K - $419K
|
1.44K
$86.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.42K+ 2113.43% |
$72.1K - $412K
|
1.48K
$88.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.39KNew |
$70.6K - $404K
|
1.39K
$83.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.38KNew |
$70.2K - $402K
|
1.38K
$82.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
1.34KNew |
$68K - $389K
|
1.34K
$79.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.33KNew |
$67.9K - $388K
|
1.33K
$79.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.33KNew |
$67.4K - $386K
|
1.33K
$79.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.31K+ 28.46% |
$66.4K - $380K
|
5.89K
$353K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 34.57% |
$66.1K - $378K
|
5.06K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 56.33% |
$61.4K - $351K
|
3.35K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.2K+ 63.54% |
$61K - $349K
|
3.09K
$185K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.18K+ 3.44% |
$60.3K - $345K
|
35.6K
$2.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.15KNew |
$58.6K - $335K
|
1.15K
$68.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.12KNew |
$56.8K - $325K
|
1.12K
$66.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.05K+ 7.88% |
$53.5K - $306K
|
14.4K
$861K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.05K+ 25.02% |
$53.2K - $304K
|
5.22K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
961+ 13.07% |
$48.9K - $280K
|
8.32K
$498K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
921+ 11.42% |
$46.9K - $268K
|
8.99K
$538K
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
900New |
$45.8K - $262K
|
900
$53.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
900+ 75.0% |
$45.8K - $262K
|
2.1K
$126K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
858New |
$43.7K - $250K
|
858
$51.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
851+ 37.67% |
$43.3K - $248K
|
3.11K
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
840+ 24.37% |
$42.8K - $245K
|
4.29K
$257K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
828New |
$42.1K - $241K
|
828
$49.5K
|