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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-61- 0.16% |
$5.95K - $6.96K
|
37.2K
$5.03M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-63- 1.84% |
$6.14K - $7.19K
|
3.37K
$455K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-70Closed |
$6.83K - $7.98K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-70Closed |
$6.83K - $7.98K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 6.62% |
$8.68K - $10.2K
|
1.26K
$170K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-100Closed |
$9.75K - $11.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-100- 4.99% |
$9.75K - $11.4K
|
1.91K
$257K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-112Closed |
$10.9K - $12.8K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-118Closed |
$11.5K - $13.5K
|
0
$0
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-136- 4.6% |
$13.3K - $15.5K
|
2.82K
$381K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-136- 4.6% |
$13.3K - $15.5K
|
2.82K
$381K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-160Closed |
$15.6K - $18.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-164- 5.04% |
$16K - $18.7K
|
3.09K
$417K
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-168- 6.65% |
$16.4K - $19.2K
|
2.36K
$318K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-172- 1.09% |
$16.8K - $19.6K
|
15.5K
$2.1M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 4.98% |
$19.5K - $22.8K
|
3.82K
$515K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-241- 1.37% |
$23.5K - $27.5K
|
17.3K
$2.34M
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-250- 2.48% |
$24.4K - $28.5K
|
9.83K
$1.33M
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-261- 6.96% |
$25.5K - $29.8K
|
3.49K
$471K
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-272- 6.65% |
$26.5K - $31K
|
3.82K
$516K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-279- 8.22% |
$27.2K - $31.8K
|
3.12K
$421K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-295- 24.67% |
$28.8K - $33.7K
|
901
$122K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-305Closed |
$29.7K - $34.8K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-311Closed |
$30.3K - $35.5K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-365- 1.44% |
$35.6K - $41.6K
|
25K
$3.38M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-394- 3.98% |
$38.4K - $44.9K
|
9.51K
$1.28M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-401- 5.28% |
$39.1K - $45.7K
|
7.2K
$972K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-413- 4.74% |
$40.3K - $47.1K
|
8.31K
$1.12M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-419Closed |
$40.9K - $47.8K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-426- 7.56% |
$41.5K - $48.6K
|
5.21K
$704K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-487Closed |
$47.5K - $55.6K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-490Closed |
$47.8K - $55.9K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-496- 14.85% |
$48.4K - $56.6K
|
2.84K
$384K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-517- 7.73% |
$50.4K - $59K
|
6.17K
$833K
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-550- 2.73% |
$53.6K - $62.7K
|
19.6K
$2.65M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-619- 3.69% |
$60.4K - $70.6K
|
16.2K
$2.18M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-630- 3.36% |
$61.4K - $71.9K
|
18.1K
$2.44M
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-699- 1.14% |
$68.2K - $79.7K
|
60.4K
$8.16M
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-800- 3.03% |
$78K - $91.3K
|
25.6K
$3.46M
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-860- 3.76% |
$83.9K - $98.1K
|
22K
$2.97M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-866- 7.64% |
$84.5K - $98.8K
|
10.5K
$1.41M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.01K- 21.67% |
$98.9K - $116K
|
3.67K
$495K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.09K- 13.96% |
$106K - $124K
|
6.72K
$907K
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-1.17K- 35.43% |
$114K - $133K
|
2.13K
$287K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.18KClosed |
$115K - $134K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.18KClosed |
$115K - $134K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.44K- 25.25% |
$140K - $164K
|
4.26K
$576K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.48K- 18.24% |
$144K - $168K
|
6.61K
$893K
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-1.6K- 9.43% |
$156K - $183K
|
15.4K
$2.07M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.73K- 11.97% |
$169K - $197K
|
12.7K
$1.72M
|