Purchases and Sales Made in Q1 2022 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
800+ 26.67% |
$78K - $91.3K
|
3.8K
$508K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
686+ 9.33% |
$66.9K - $78.3K
|
8.04K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
679+ 1.32% |
$66.2K - $77.5K
|
52.3K
$7M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
669+ 10.8% |
$65.2K - $76.3K
|
6.87K
$919K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
635New |
$61.9K - $72.4K
|
635
$85K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
600New |
$58.5K - $68.4K
|
600
$80.3K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
592+ 64.49% |
$57.7K - $67.5K
|
1.51K
$202K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
564+ 7.67% |
$55K - $64.3K
|
7.92K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
444+ 16.51% |
$43.3K - $50.6K
|
3.13K
$419K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
346+ 6.4% |
$33.7K - $39.5K
|
5.75K
$770K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
294+ 2.24% |
$28.7K - $33.5K
|
13.4K
$1.79M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
237New |
$23.1K - $27K
|
237
$31.7K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
231+ 20.75% |
$22.5K - $26.4K
|
1.34K
$180K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
208New |
$20.3K - $23.7K
|
208
$27.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
188+ 25.47% |
$18.3K - $21.4K
|
926
$124K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
178+ 9.64% |
$17.4K - $20.3K
|
2.02K
$271K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
178+ 23.92% |
$17.4K - $20.3K
|
922
$123K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
170+ 75.89% |
$16.6K - $19.4K
|
394
$52.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
151+ 26.58% |
$14.7K - $17.2K
|
719
$96.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
121+ 1.84% |
$11.8K - $13.8K
|
6.69K
$895K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$9.75K - $11.4K
|
100
$13.4K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
60New |
$5.85K - $6.84K
|
60
$8.03K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
46+ 0.24% |
$4.49K - $5.25K
|
18.9K
$2.53M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38+ 1.06% |
$3.71K - $4.33K
|
3.64K
$486K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36New |
$3.51K - $4.11K
|
36
$4.82K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30New |
$2.93K - $3.42K
|
30
$4.01K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
30+ 0.15% |
$2.93K - $3.42K
|
19.8K
$2.65M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
26+ 1.47% |
$2.54K - $2.97K
|
1.79K
$240K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
25+ 0.39% |
$2.44K - $2.85K
|
6.38K
$854K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
24+ 0.57% |
$2.34K - $2.74K
|
4.27K
$571K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.11% |
$488 - $570
|
4.41K
$590K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4+ 0.12% |
$390 - $456
|
3.29K
$441K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.05% |
$390 - $456
|
8.6K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.22% |
$390 - $456
|
1.83K
$245K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.19% |
$293 - $342
|
1.58K
$212K
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
2+ 0.01% |
$195 - $228
|
18.2K
$2.44M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
2+ 0.07% |
$195 - $228
|
2.82K
$377K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.26% |
$97.5 - $114
|
389
$52K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$97.5 - $114
|
2.18K
$291K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$97.5 - $114
|
607
$81.2K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.16% |
$97.5 - $114
|
609
$81.5K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.03% |
$97.5 - $114
|
2.94K
$393K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$97.5 - $114
|
6.49K
$868K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$97.5 - $114
|
115
$15.4K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1- 0.03% |
$97.5 - $114
|
3.43K
$459K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-7- 4.83% |
$683 - $798
|
138
$18.5K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-18- 0.6% |
$1.76K - $2.05K
|
2.98K
$398K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-32- 0.78% |
$3.12K - $3.65K
|
4.08K
$546K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-39- 0.53% |
$3.8K - $4.45K
|
7.35K
$983K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-54- 1.03% |
$5.27K - $6.16K
|
5.2K
$696K
|