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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2.35KNew |
$200K - $238K
|
2.35K
$331K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.26K+ 21.43% |
$192K - $229K
|
12.8K
$1.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.24KNew |
$190K - $226K
|
2.24K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.23KNew |
$189K - $226K
|
2.23K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.23KNew |
$189K - $225K
|
2.23K
$313K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
2.22KNew |
$189K - $225K
|
2.22K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.2KNew |
$187K - $223K
|
2.2K
$310K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.19KNew |
$186K - $221K
|
2.19K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.18KNew |
$185K - $221K
|
2.18K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$185K - $221K
|
2.18K
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.17KNew |
$184K - $220K
|
2.17K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.16K+ 24.05% |
$183K - $218K
|
11.1K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.15K+ 3.18% |
$182K - $217K
|
69.6K
$9.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.05KNew |
$174K - $207K
|
2.05K
$288K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.83K+ 37.4% |
$156K - $186K
|
6.74K
$949K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$145K - $173K
|
1.71K
$241K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.46KNew |
$124K - $148K
|
1.46K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.11K+ 17.87% |
$94.2K - $112K
|
7.32K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.11K+ 41.06% |
$93.9K - $112K
|
3.8K
$535K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
819New |
$69.5K - $82.9K
|
819
$115K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
774New |
$65.7K - $78.3K
|
774
$109K
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
650New |
$55.2K - $65.8K
|
650
$91.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
611+ 12.32% |
$51.8K - $61.8K
|
5.57K
$784K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
583New |
$49.5K - $59K
|
583
$82.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
562+ 5.35% |
$47.7K - $56.9K
|
11.1K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
531New |
$45.1K - $53.7K
|
531
$74.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
521+ 13.32% |
$44.2K - $52.7K
|
4.43K
$624K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
416New |
$35.3K - $42.1K
|
416
$58.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
410+ 57.26% |
$34.8K - $41.5K
|
1.13K
$159K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
383+ 2.41% |
$32.5K - $38.8K
|
16.3K
$2.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
380New |
$32.2K - $38.5K
|
380
$53.5K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
368+ 27.75% |
$31.2K - $37.2K
|
1.69K
$238K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
348+ 65.91% |
$29.5K - $35.2K
|
876
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
340New |
$28.9K - $34.4K
|
340
$47.9K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
296New |
$25.1K - $30K
|
296
$41.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
278+ 0.63% |
$23.6K - $28.1K
|
44.2K
$6.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
245+ 1.25% |
$20.8K - $24.8K
|
19.9K
$2.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
219+ 2.07% |
$18.6K - $22.2K
|
10.8K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
209+ 2.65% |
$17.7K - $21.2K
|
8.09K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
206New |
$17.5K - $20.8K
|
206
$29K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$17K - $20.2K
|
200
$28.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$17K - $20.2K
|
200
$28.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 15.87% |
$17K - $20.2K
|
1.46K
$206K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
183+ 3.45% |
$15.5K - $18.5K
|
5.48K
$772K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
183+ 7.32% |
$15.5K - $18.5K
|
2.68K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
177+ 4.64% |
$15K - $17.9K
|
3.99K
$562K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
174+ 2.24% |
$14.8K - $17.6K
|
7.93K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
174New |
$14.8K - $17.6K
|
174
$24.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
158+ 4.3% |
$13.4K - $16K
|
3.83K
$539K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
152New |
$12.9K - $15.4K
|
152
$21.4K
|