Purchases and Sales Made in Q4 2022 in Ishares Tr (IYJ)

This table provides information about the institutional ownership of Ishares Tr (IYJ) 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
Feb 10, 2023 Q4 2022	Assetmark, Inc	BUY	-	1.21M New	$102M - $122M	1.21M $161M
Feb 10, 2023 Q4 2022	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	81.4K + 210.24%	$6.91M - $8.24M	120K $16.1M
Feb 07, 2023 Q4 2022	Envestnet Asset Management Inc	BUY	-	48.1K + 62.26%	$4.08M - $4.87M	125K $16.8M
Jan 24, 2023 Q4 2022	Lindbrook Capital, LLC	BUY	-	43.6K New	$3.7M - $4.41M	43.6K $5.83M
Feb 07, 2023 Q4 2022	New Millennium Group LLC Sandy, UT	BUY	-	34.7K New	$2.94M - $3.51M	34.7K $4.64M
Jan 31, 2023 Q4 2022	Ae Wealth Management LLC	BUY	-	24.2K + 62.57%	$2.05M - $2.44M	62.8K $8.4M
Feb 03, 2023 Q4 2022	Aveo Capital Partners, LLC	BUY	-	23.5K New	$2M - $2.38M	23.5K $3.15M
Feb 16, 2023 Q4 2022	Ascent Group, LLC	BUY	-	22.9K New	$1.95M - $2.32M	22.9K $3.07M
Feb 14, 2023 Q4 2022	Royal Bank Of Canada Toronto, A6	BUY	-	22.2K + 9.45%	$1.88M - $2.24M	257K $34.4M
Jan 13, 2023 Q4 2022	Ferguson Wellman Capital Management, Inc	BUY	-	20.4K + 37.13%	$1.73M - $2.06M	75.3K $10.1M
Feb 10, 2023 Q4 2022	Csenge Advisory Group	BUY	-	18.2K New	$1.54M - $1.84M	18.2K $2.44M
Jan 20, 2023 Q4 2022	Southern Capital Advisors, LLC	BUY	-	16.9K New	$1.43M - $1.71M	16.9K $2.26M
Feb 08, 2023 Q4 2022	Ubs Group Ag	BUY	-	14.7K + 6.41%	$1.24M - $1.48M	243K $32.6M
Feb 08, 2023 Q4 2022	Cambridge Investment Research Advisors, Inc.	BUY	-	14.1K + 45.42%	$1.19M - $1.42M	45K $6.03M
Feb 10, 2023 Q4 2022	Ameritas Advisory Services, LLC Lincoln, NE	BUY	-	11.3K + 84.98%	$962K - $1.15M	24.7K $3.3M
Feb 14, 2023 Q4 2022	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	10.6K + 162.36%	$898K - $1.07M	17.1K $2.29M
Feb 10, 2023 Q4 2022	Creative Planning Overland Park, KS	BUY	-	10.2K + 118.0%	$862K - $1.03M	18.8K $2.51M
May 14, 2024 Q4 2022	Goldman Sachs Group Inc New York, NY	BUY	-	9.5K + 7.86%	$806K - $962K	130K $17.4M
Feb 13, 2023 Q4 2022	Goldman Sachs Group Inc New York, NY	BUY	-	9.5K + 7.86%	$806K - $962K	130K $17.4M
Feb 02, 2023 Q4 2022	Ignite Planners, LLC	BUY	-	9.44K New	$801K - $956K	9.44K $1.26M
Feb 14, 2023 Q4 2022	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	9.3K New	$789K - $941K	9.3K $1.24M
Feb 09, 2023 Q4 2022	Beaumont Capital Management, LLC Boston, MA	BUY	-	8.85K New	$751K - $896K	8.85K $1.18M
Feb 14, 2023 Q4 2022	New Edge Advisors, LLC New Orleans, LA	BUY	-	8.28K + 14.35%	$702K - $838K	66K $8.82M
Jan 20, 2023 Q4 2022	Royal Fund Management, LLC	BUY	-	7.53K New	$639K - $762K	7.53K $1.01M
Feb 01, 2023 Q4 2022	Bank Of Montreal Toronto, A6	BUY	-	6.95K + 30.15%	$590K - $703K	30K $4.01M
Feb 13, 2023 Q4 2022	Stifel Financial Corp St. Louis, MO	BUY	-	6.7K + 48.78%	$568K - $678K	20.4K $2.73M
Jan 05, 2023 Q4 2022	Capital Investment Advisors, LLC	BUY	-	5.75K New	$488K - $582K	5.75K $769K
Feb 13, 2023 Q4 2022	Private Advisory Group LLC Redmond, WA	BUY	-	5.48K New	$465K - $555K	5.48K $733K
Feb 14, 2023 Q4 2022	Bank Of New York Mellon Corp New York, NY	BUY	-	5.26K New	$446K - $532K	5.26K $704K
Feb 02, 2023 Q4 2022	Bts Asset Management, Inc.	BUY	-	5.12K New	$434K - $518K	5.12K $685K
Feb 13, 2023 Q4 2022	Wells Fargo & Company San Francisco, CA	BUY	-	4.91K + 1.45%	$416K - $496K	344K $46M
Jan 19, 2023 Q4 2022	Stratos Wealth Partners, Ltd.	BUY	-	4.79K New	$407K - $485K	4.79K $641K
Feb 14, 2023 Q4 2022	Laidlaw Wealth Management LLC New York City, NY	BUY	-	4.78K New	$406K - $484K	4.78K $640K
Feb 14, 2023 Q4 2022	Mariner, LLC Overland Park, KS	BUY	-	4.78K + 43.36%	$405K - $483K	15.8K $2.11M
Feb 13, 2023 Q4 2022	Atria Wealth Solutions, Inc. New York, NY	BUY	-	4.76K New	$404K - $481K	4.76K $636K
Mar 23, 2023 Q4 2022	Prostatis Group LLC Hanover, MD	BUY	-	4.49K + 15.14%	$381K - $454K	34.1K $4.57M
Dec 13, 2023 Q4 2022	Continuum Advisory, LLC Eagle, ID	BUY	-	3.64K New	$308K - $368K	3.64K $486K
Feb 10, 2023 Q4 2022	Continuum Advisory, LLC Eagle, ID	BUY	-	3.64K New	$308K - $368K	3.64K $486K
Feb 13, 2023 Q4 2022	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	3.54K + 33.34%	$300K - $358K	14.2K $1.89M
Jan 25, 2023 Q4 2022	Beaumont Financial Advisors, LLC Needham, DE	BUY	-	3.54K New	$300K - $358K	3.54K $474K
Jan 11, 2023 Q4 2022	Telemus Capital, LLC	BUY	-	3.54K New	$300K - $358K	3.54K $473K
Feb 13, 2023 Q4 2022	Advisory Services Network, LLC	BUY	-	3.43K New	$291K - $347K	3.43K $459K
Jan 24, 2023 Q4 2022	Wealthpoint, LLC	BUY	-	3.27K New	$278K - $331K	3.27K $438K
Feb 06, 2023 Q4 2022	Rollins Financial	BUY	-	3.18K + 30.14%	$270K - $322K	13.7K $1.84M
Feb 14, 2023 Q4 2022	Clearstead Advisors, LLC Cleveland, OH	BUY	-	3.04K + 66.13%	$258K - $308K	7.64K $1.02M
Aug 30, 2023 Q4 2022	Atria Wealth Solutions, Inc. New York, NY	BUY	-	2.96K New	$251K - $299K	2.96K $396K
Feb 14, 2023 Q4 2022	Cetera Investment Advisers Schaumburg, IL	BUY	-	2.77K + 9.28%	$235K - $281K	32.7K $4.37M
Feb 02, 2023 Q4 2022	Simplex Trading, LLC	BUY	-	2.62K New	$223K - $265K	2.62K $351K
Feb 07, 2023 Q4 2022	Laurel Wealth Advisors LLC Charlotte, NC	BUY	-	2.59K + 34.74%	$219K - $262K	10K $1.34M
Feb 14, 2023 Q4 2022	O'Dell Group, LLC Cincinnati, OH	BUY	-	2.53K New	$214K - $256K	2.53K $338K

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Account

Purchases and Sales Made in Q4 2022 in Ishares Tr (IYJ)

1.21M

81.4K

48.1K

43.6K

34.7K

24.2K

23.5K

22.9K

22.2K

20.4K

18.2K

16.9K

14.7K

14.1K

11.3K

10.6K

10.2K

9.5K

9.5K

9.44K

9.3K

8.85K

8.28K

7.53K

6.95K

6.7K

5.75K

5.48K

5.26K

5.12K

4.91K

4.79K

4.78K

4.78K

4.76K

4.49K

3.64K

3.64K

3.54K

3.54K

3.54K

3.43K

3.27K

3.18K

3.04K

2.96K

2.77K

2.62K

2.59K

2.53K

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