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 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-23Closed |
$2.28K - $2.65K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-28- 2.11% |
$2.78K - $3.23K
|
1.3K
$119K
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-29- 1.39% |
$2.88K - $3.34K
|
2.05K
$188K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-30Closed |
$2.98K - $3.46K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-32- 0.73% |
$3.17K - $3.69K
|
4.34K
$397K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-37- 1.65% |
$3.67K - $4.26K
|
2.21K
$202K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-39Closed |
$3.87K - $4.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-44Closed |
$4.37K - $5.07K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-46- 1.42% |
$4.56K - $5.3K
|
3.19K
$291K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-50- 78.13% |
$4.96K - $5.76K
|
14
$1.28K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-50- 0.76% |
$4.96K - $5.76K
|
6.53K
$597K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-50- 50.0% |
$4.96K - $5.76K
|
50
$4.57K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-51- 1.77% |
$5.06K - $5.88K
|
2.84K
$259K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-52- 0.36% |
$5.16K - $5.99K
|
14.3K
$1.31M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-53Closed |
$5.26K - $6.11K
|
0
$0
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-58- 15.98% |
$5.75K - $6.69K
|
305
$27.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-58- 43.61% |
$5.75K - $6.69K
|
75
$6.86K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-60- 22.73% |
$5.95K - $6.92K
|
204
$18.7K
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
SELL
|
- |
-60- 2.39% |
$5.95K - $6.92K
|
2.46K
$225K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-63- 4.17% |
$6.25K - $7.26K
|
1.45K
$132K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-64- 2.28% |
$6.35K - $7.38K
|
2.75K
$251K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-67Closed |
$6.65K - $7.72K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-75- 1.66% |
$7.44K - $8.64K
|
4.45K
$407K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-84- 30.66% |
$8.33K - $9.68K
|
190
$17.4K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-87- 0.23% |
$8.63K - $10K
|
37.6K
$3.44M
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-89- 1.19% |
$8.83K - $10.3K
|
7.42K
$679K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-90- 1.44% |
$8.93K - $10.4K
|
6.15K
$563K
|
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-94- 1.28% |
$9.33K - $10.8K
|
7.25K
$664K
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-95- 0.93% |
$9.42K - $10.9K
|
10.1K
$925K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-99- 6.82% |
$9.82K - $11.4K
|
1.35K
$124K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-100- 11.55% |
$9.92K - $11.5K
|
766
$70.1K
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-100Closed |
$9.92K - $11.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-100- 1.36% |
$9.92K - $11.5K
|
7.27K
$665K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-100- 47.62% |
$9.92K - $11.5K
|
110
$10.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 3.37% |
$9.92K - $11.5K
|
2.87K
$263K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-100Closed |
$9.92K - $11.5K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-107- 0.69% |
$10.6K - $12.3K
|
15.4K
$1.41M
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-114- 5.51% |
$11.3K - $13.1K
|
1.96K
$179K
|
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-116- 1.66% |
$11.5K - $13.4K
|
6.89K
$630K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-124- 1.54% |
$12.3K - $14.3K
|
7.95K
$727K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 18.46% |
$13.1K - $15.2K
|
583
$53.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-140- 5.26% |
$13.9K - $16.1K
|
2.52K
$231K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-146- 4.73% |
$14.5K - $16.8K
|
2.94K
$269K
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-167- 1.97% |
$16.6K - $19.2K
|
8.32K
$761K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-175- 1.0% |
$17.4K - $20.2K
|
17.4K
$1.59M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-187- 6.02% |
$18.6K - $21.6K
|
2.92K
$267K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-190- 39.67% |
$18.8K - $21.9K
|
289
$26.4K
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-194- 9.2% |
$19.2K - $22.4K
|
1.92K
$175K
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-202- 1.67% |
$20K - $23.3K
|
11.9K
$1.09M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-205Closed |
$20.3K - $23.6K
|
0
$0
|