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 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-800- 50.79% |
$40.7K - $233K
|
775
$46.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-854- 92.62% |
$43.5K - $249K
|
68
$4.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.06K- 23.25% |
$54.1K - $310K
|
3.51K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.92K- 55.72% |
$97.6K - $558K
|
1.52K
$91.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2K- 40.32% |
$102K - $583K
|
2.97K
$177K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.2K- 45.58% |
$112K - $641K
|
2.63K
$157K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.83K- 56.82% |
$144K - $823K
|
2.15K
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.99K- 48.18% |
$203K - $1.16M
|
4.29K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.32K- 79.24% |
$271K - $1.55M
|
1.39K
$83.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-7.89K- 45.13% |
$402K - $2.3M
|
9.59K
$574K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-9.06K- 92.71% |
$461K - $2.64M
|
712
$42.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.35K- 86.19% |
$476K - $2.72M
|
1.5K
$89.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.7K- 88.66% |
$546K - $3.12M
|
1.37K
$82.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-14.4K- 92.25% |
$733K - $4.2M
|
1.21K
$72.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15K- 15.78% |
$762K - $4.36M
|
79.9K
$4.78M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-24.7K- 92.59% |
$1.26M - $7.18M
|
1.97K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-45.9K- 94.88% |
$2.33M - $13.4M
|
2.48K
$148K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-70.7K- 31.46% |
$3.6M - $20.6M
|
154K
$9.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-70.7K- 31.46% |
$3.6M - $20.6M
|
154K
$9.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-189K- 82.45% |
$9.63M - $55.1M
|
40.3K
$2.41M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-189K- 82.45% |
$9.63M - $55.1M
|
40.3K
$2.41M
|