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 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.24% |
$153 - $874
|
1.24K
$74.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.23% |
$153 - $874
|
1.29K
$77.3K
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$102 - $582
|
878
$52.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.08% |
$102 - $582
|
2.64K
$158K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.3% |
$102 - $582
|
668
$40K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1New |
$50.9 - $291
|
1
$59.8
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 4.55% |
$50.9 - $291
|
23
$1.38K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.03% |
$50.9 - $291
|
3.6K
$215K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.09% |
$50.9 - $291
|
1.12K
$67.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.12% |
$50.9 - $291
|
815
$48.8K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$50.9 - $291
|
486
$29.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.11% |
$50.9 - $291
|
926
$55.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1- 0.05% |
$50.9 - $291
|
1.86K
$111K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5- 0.22% |
$255 - $1.46K
|
2.22K
$133K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-10- 0.86% |
$509 - $2.91K
|
1.15K
$68.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-12- 0.3% |
$611 - $3.49K
|
4.03K
$241K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-17- 2.11% |
$865 - $4.95K
|
789
$47.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18- 20.0% |
$916 - $5.24K
|
72
$4.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19- 0.93% |
$967 - $5.53K
|
2.02K
$121K
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-19- 0.31% |
$967 - $5.53K
|
6.19K
$370K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 3.91% |
$1.02K - $5.82K
|
491
$29.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20- 0.82% |
$1.02K - $5.82K
|
2.42K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-22- 1.18% |
$1.12K - $6.41K
|
1.84K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25- 0.45% |
$1.27K - $7.28K
|
5.58K
$334K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 1.9% |
$1.32K - $7.57K
|
1.35K
$80.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 8.45% |
$1.53K - $8.74K
|
325
$19.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-32- 0.57% |
$1.63K - $9.32K
|
5.55K
$332K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-33- 1.79% |
$1.68K - $9.61K
|
1.81K
$108K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-34- 1.42% |
$1.73K - $9.9K
|
2.36K
$141K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-34- 0.96% |
$1.73K - $9.9K
|
3.51K
$210K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-35- 5.0% |
$1.78K - $10.2K
|
665
$39.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-35- 2.64% |
$1.78K - $10.2K
|
1.29K
$77.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-35- 4.32% |
$1.78K - $10.2K
|
775
$46.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-36- 0.72% |
$1.83K - $10.5K
|
4.96K
$297K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-37- 1.68% |
$1.88K - $10.8K
|
2.17K
$130K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-41- 1.87% |
$2.09K - $11.9K
|
2.15K
$129K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-46- 0.89% |
$2.34K - $13.4K
|
5.1K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-50- 4.05% |
$2.55K - $14.6K
|
1.18K
$70.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51- 2.21% |
$2.6K - $14.9K
|
2.25K
$135K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-51- 5.67% |
$2.6K - $14.9K
|
848
$50.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-51- 5.47% |
$2.6K - $14.9K
|
882
$52.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-52- 92.86% |
$2.65K - $15.1K
|
4
$239
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-64- 0.91% |
$3.26K - $18.6K
|
6.93K
$415K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-65- 0.55% |
$3.31K - $18.9K
|
11.8K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-65- 4.16% |
$3.31K - $18.9K
|
1.5K
$89.7K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-72- 1.12% |
$3.66K - $21K
|
6.34K
$379K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-72- 8.15% |
$3.66K - $21K
|
811
$48.5K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-73- 2.58% |
$3.72K - $21.3K
|
2.75K
$165K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-74- 23.87% |
$3.77K - $21.5K
|
236
$14.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-75- 2.8% |
$3.82K - $21.8K
|
2.6K
$156K
|