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 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
817New |
$41.6K - $238K
|
817
$48.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
815New |
$41.5K - $237K
|
815
$48.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
810New |
$41.2K - $236K
|
810
$48.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
810New |
$41.2K - $236K
|
810
$48.5K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
806+ 8.48% |
$41K - $235K
|
10.3K
$617K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
788New |
$40.1K - $229K
|
788
$47.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
787New |
$40.1K - $229K
|
787
$47.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
786New |
$40K - $229K
|
786
$47K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
778New |
$39.6K - $227K
|
778
$46.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
765New |
$38.9K - $223K
|
765
$45.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
764New |
$38.9K - $222K
|
764
$45.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
752New |
$38.3K - $219K
|
752
$45K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
750New |
$38.2K - $218K
|
750
$44.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
744New |
$37.9K - $217K
|
744
$44.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
740New |
$37.7K - $215K
|
740
$44.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
736New |
$37.5K - $214K
|
736
$44K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
734New |
$37.4K - $214K
|
734
$43.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
733New |
$37.3K - $213K
|
733
$43.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
726New |
$37K - $211K
|
726
$43.4K
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
724New |
$36.9K - $211K
|
724
$43.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
711New |
$36.2K - $207K
|
711
$42.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
650+ 70.58% |
$33.1K - $189K
|
1.57K
$94K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
635+ 561.95% |
$32.3K - $185K
|
748
$44.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
625New |
$31.8K - $182K
|
625
$37.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
623+ 12.31% |
$31.7K - $181K
|
5.68K
$340K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
587+ 18.44% |
$29.9K - $171K
|
3.77K
$226K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
579New |
$29.5K - $169K
|
579
$34.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
575+ 21.72% |
$29.3K - $167K
|
3.22K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
566+ 40.11% |
$28.8K - $165K
|
1.98K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
561+ 5.75% |
$28.6K - $163K
|
10.3K
$617K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
552+ 33.89% |
$28.1K - $161K
|
2.18K
$131K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
537+ 19.43% |
$27.3K - $156K
|
3.3K
$198K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
530+ 30.81% |
$27K - $154K
|
2.25K
$135K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
502+ 57.11% |
$25.6K - $146K
|
1.38K
$82.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
483+ 16.73% |
$24.6K - $141K
|
3.37K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
467+ 8.25% |
$23.8K - $136K
|
6.13K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
465+ 12.45% |
$23.7K - $135K
|
4.2K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
463New |
$23.6K - $135K
|
463
$27.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
435+ 50.58% |
$22.1K - $127K
|
1.3K
$77.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
393+ 8.91% |
$20K - $114K
|
4.8K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
369+ 2.72% |
$18.8K - $107K
|
14K
$835K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
355+ 39.89% |
$18.1K - $103K
|
1.25K
$74.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
340+ 10.71% |
$17.3K - $99K
|
3.52K
$210K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
334+ 1.03% |
$17K - $97.3K
|
32.7K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
316+ 11.86% |
$16.1K - $92K
|
2.98K
$178K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
307+ 93.03% |
$15.6K - $89.4K
|
637
$38.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
298+ 93.42% |
$15.2K - $86.8K
|
617
$36.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
285+ 9.38% |
$14.5K - $83K
|
3.32K
$199K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
270+ 1.3% |
$13.7K - $78.6K
|
21.1K
$1.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
255+ 5.57% |
$13K - $74.3K
|
4.83K
$289K
|