Purchases and Sales Made in Q1 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.08K+ 22.08% |
$306K - $355K
|
17K
$1.56M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.98KNew |
$296K - $344K
|
2.98K
$273K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$287K - $334K
|
2.9K
$265K
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.89K+ 4.77% |
$287K - $333K
|
63.5K
$5.81M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 35.78% |
$277K - $322K
|
10.6K
$970K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.78K+ 93.33% |
$276K - $321K
|
5.77K
$528K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.66K+ 7.81% |
$264K - $307K
|
36.8K
$3.36M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.45KNew |
$243K - $283K
|
2.45K
$224K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.36KNew |
$234K - $272K
|
2.36K
$216K
|
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.34K+ 6.8% |
$232K - $270K
|
36.7K
$3.36M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.28KNew |
$226K - $263K
|
2.28K
$208K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.27KNew |
$225K - $261K
|
2.27K
$207K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.09KNew |
$207K - $241K
|
2.09K
$191K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.05KNew |
$203K - $236K
|
2.05K
$187K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.02K+ 18.76% |
$200K - $233K
|
12.8K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
2KNew |
$198K - $231K
|
2K
$183K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.93K+ 12860.0% |
$191K - $222K
|
1.94K
$178K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 6.6% |
$191K - $222K
|
31.2K
$2.85M
|
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.92KNew |
$190K - $221K
|
1.92K
$175K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.77K+ 2.62% |
$176K - $204K
|
69.4K
$6.35M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.7K+ 46.53% |
$169K - $196K
|
5.36K
$490K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 1.55% |
$159K - $184K
|
105K
$9.61M
|
|
|
May 17, 2022
Q1 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.47KNew |
$146K - $170K
|
1.47K
$135K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
1.41K+ 328.74% |
$140K - $162K
|
1.84K
$168K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.37K+ 5.12% |
$136K - $158K
|
28K
$2.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.26K+ 53.67% |
$125K - $145K
|
3.61K
$330K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.15K+ 7.98% |
$114K - $132K
|
15.5K
$1.42M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.13K+ 2.44% |
$112K - $130K
|
47.2K
$4.32M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
1.01K+ 15.1% |
$99.7K - $116K
|
7.66K
$701K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
997+ 11.79% |
$98.9K - $115K
|
9.45K
$865K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
995+ 469.34% |
$98.7K - $115K
|
1.21K
$110K
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
909+ 29.32% |
$90.2K - $105K
|
4.01K
$367K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
908+ 1.78% |
$90.1K - $105K
|
51.9K
$4.75M
|
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
876+ 10.35% |
$86.9K - $101K
|
9.34K
$855K
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
791+ 5.33% |
$78.5K - $91.2K
|
15.6K
$1.43M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
760+ 5.41% |
$75.4K - $87.6K
|
14.8K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
750+ 7.48% |
$74.4K - $86.4K
|
10.8K
$986K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
710+ 16.58% |
$70.4K - $81.8K
|
4.99K
$457K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
666+ 15.62% |
$66.1K - $76.8K
|
4.93K
$451K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
664+ 1.97% |
$65.9K - $76.5K
|
34.3K
$3.14M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
654+ 4.32% |
$64.9K - $75.4K
|
15.8K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
640New |
$63.5K - $73.8K
|
640
$58.5K
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
603+ 9.88% |
$59.8K - $69.5K
|
6.71K
$614K
|
|
|
May 11, 2022
Q1 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
600+ 2.41% |
$59.5K - $69.2K
|
25.5K
$2.33M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
591+ 34.26% |
$58.6K - $68.1K
|
2.32K
$212K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
589+ 6.93% |
$58.4K - $67.9K
|
9.08K
$831K
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
585+ 2.65% |
$58K - $67.4K
|
22.6K
$2.07M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
537+ 1.16% |
$53.3K - $61.9K
|
47K
$4.3M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
525+ 19.09% |
$52.1K - $60.5K
|
3.28K
$300K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
504+ 5.06% |
$50K - $58.1K
|
10.5K
$958K
|