Purchases and Sales Made in Q3 2022 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.18% |
$503 - $615
|
3.3K
$442K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$419 - $513
|
5
$669
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2+ 0.06% |
$168 - $205
|
3.38K
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$83.8 - $103
|
234
$31.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.26% |
$83.8 - $103
|
391
$52.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
1New |
$83.8 - $103
|
1
$134
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.04% |
$83.8 - $103
|
2.4K
$321K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.85% |
$83.8 - $103
|
117
$15.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-2- 0.04% |
$168 - $205
|
4.81K
$644K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-9- 0.67% |
$754 - $923
|
1.33K
$177K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-12- 0.17% |
$1.01K - $1.23K
|
6.87K
$919K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13- 0.12% |
$1.09K - $1.33K
|
10.6K
$1.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-16- 4.73% |
$1.34K - $1.64K
|
322
$43.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-17- 0.2% |
$1.42K - $1.74K
|
8.69K
$1.16M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 4.52% |
$2.09K - $2.56K
|
528
$70.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-32- 0.9% |
$2.68K - $3.28K
|
3.53K
$472K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-38- 6.99% |
$3.18K - $3.9K
|
506
$67.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 2.18% |
$3.35K - $4.1K
|
1.8K
$241K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45- 0.84% |
$3.77K - $4.61K
|
5.3K
$709K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-45- 32.61% |
$3.77K - $4.61K
|
93
$12.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-47- 1.19% |
$3.94K - $4.82K
|
3.91K
$523K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-48- 1.88% |
$4.02K - $4.92K
|
2.5K
$334K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60Closed |
$5.03K - $6.15K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-73- 0.47% |
$6.12K - $7.49K
|
15.4K
$2.06M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-75- 0.31% |
$6.28K - $7.69K
|
24.5K
$3.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-94- 0.59% |
$7.88K - $9.64K
|
15.9K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110- 5.64% |
$9.22K - $11.3K
|
1.84K
$246K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-124- 1.24% |
$10.4K - $12.7K
|
9.87K
$1.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-125- 2.83% |
$10.5K - $12.8K
|
4.29K
$574K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-130- 0.29% |
$10.9K - $13.3K
|
44K
$5.88M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-134- 2.06% |
$11.2K - $13.7K
|
6.39K
$854K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-170- 13.39% |
$14.2K - $17.4K
|
1.1K
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-171- 1.37% |
$14.3K - $17.5K
|
12.3K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-179- 20.0% |
$15K - $18.4K
|
716
$95.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-199- 4.06% |
$16.7K - $20.4K
|
4.71K
$630K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-227- 2.12% |
$19K - $23.3K
|
10.5K
$1.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-228- 6.67% |
$19.1K - $23.4K
|
3.19K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-229- 2.46% |
$19.2K - $23.5K
|
9.06K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-238- 11.74% |
$19.9K - $24.4K
|
1.79K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-274- 6.63% |
$23K - $28.1K
|
3.86K
$516K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-284- 8.88% |
$23.8K - $29.1K
|
2.91K
$390K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-289- 0.62% |
$24.2K - $29.6K
|
46.4K
$6.21M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 14.56% |
$25.1K - $30.8K
|
1.76K
$235K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-313- 2.05% |
$26.2K - $32.1K
|
15K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-378- 30.68% |
$31.7K - $38.8K
|
854
$114K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-380- 0.99% |
$31.8K - $39K
|
38K
$5.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-398- 6.13% |
$33.3K - $40.8K
|
6.09K
$815K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-400- 3.48% |
$33.5K - $41K
|
11.1K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-460- 3.33% |
$38.5K - $47.2K
|
13.3K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-476- 11.29% |
$39.9K - $48.8K
|
3.74K
$500K
|