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 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$12.7K - $15.2K
|
150
$21.1K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
122New |
$10.4K - $12.3K
|
122
$17.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
114+ 0.6% |
$9.67K - $11.5K
|
19.1K
$2.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
110+ 3.26% |
$9.33K - $11.1K
|
3.49K
$491K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
64+ 1.81% |
$5.43K - $6.48K
|
3.59K
$506K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
61New |
$5.18K - $6.17K
|
61
$8.59K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
60+ 8.57% |
$5.09K - $6.07K
|
760
$107K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 2.52% |
$3.48K - $4.15K
|
1.67K
$235K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
33New |
$2.8K - $3.34K
|
33
$4.65K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27+ 1.36% |
$2.29K - $2.73K
|
2.01K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 1.29% |
$1.27K - $1.52K
|
1.18K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12+ 0.19% |
$1.02K - $1.21K
|
6.24K
$878K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
11New |
$933 - $1.11K
|
11
$1.55K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.61% |
$933 - $1.11K
|
1.81K
$255K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$933 - $1.11K
|
11
$1.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.56% |
$594 - $708
|
1.27K
$178K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.25% |
$339 - $405
|
1.6K
$225K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.41% |
$255 - $304
|
730
$103K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2+ 0.03% |
$170 - $202
|
6.46K
$909K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$170 - $202
|
609
$85.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.26% |
$84.9 - $101
|
392
$55.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.85% |
$84.9 - $101
|
118
$16.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.87% |
$84.9 - $101
|
116
$16.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-18- 2.11% |
$1.53K - $1.82K
|
836
$118K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 0.71% |
$2.12K - $2.53K
|
3.5K
$493K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 1.64% |
$2.12K - $2.53K
|
1.5K
$210K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-28- 21.71% |
$2.38K - $2.83K
|
101
$14.2K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-30- 0.17% |
$2.55K - $3.04K
|
17.6K
$2.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-31- 0.2% |
$2.63K - $3.14K
|
15.3K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-48- 1.63% |
$4.07K - $4.86K
|
2.89K
$407K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-54- 0.35% |
$4.58K - $5.47K
|
15.3K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-65- 2.23% |
$5.52K - $6.58K
|
2.85K
$401K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-66- 0.96% |
$5.6K - $6.68K
|
6.8K
$957K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-79- 9.28% |
$6.7K - $8K
|
772
$109K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-97- 3.32% |
$8.23K - $9.82K
|
2.83K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 13.81% |
$8.49K - $10.1K
|
624
$87.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-101- 1.96% |
$8.57K - $10.2K
|
5.05K
$711K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-146- 5.53% |
$12.4K - $14.8K
|
2.5K
$351K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-192- 73.28% |
$16.3K - $19.4K
|
70
$9.85K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-200- 2.6% |
$17K - $20.2K
|
7.49K
$1.05M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-231- 12.91% |
$19.6K - $23.4K
|
1.56K
$219K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-240- 0.63% |
$20.4K - $24.3K
|
37.7K
$5.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-257- 8.34% |
$21.8K - $26K
|
2.82K
$398K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-290- 8.78% |
$24.6K - $29.4K
|
3.01K
$424K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-292- 2.63% |
$24.8K - $29.6K
|
10.8K
$1.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-300- 6.09% |
$25.5K - $30.4K
|
4.63K
$651K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-319- 13.3% |
$27.1K - $32.3K
|
2.08K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-328- 8.77% |
$27.8K - $33.2K
|
3.41K
$480K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-328- 0.79% |
$27.8K - $33.2K
|
41.1K
$5.78M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-335- 8.12% |
$28.4K - $33.9K
|
3.79K
$534K
|