Purchases and Sales Made in Q3 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
2+ 0.05% |
$161 - $206
|
3.65K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.03% |
$80.6 - $103
|
98
$9.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$80.6 - $103
|
1
$94
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.68% |
$80.6 - $103
|
148
$13.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.21% |
$80.6 - $103
|
481
$45.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.17% |
$80.6 - $103
|
601
$56.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2- 0.03% |
$161 - $206
|
7.08K
$666K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6- 0.19% |
$484 - $619
|
3.15K
$296K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.13% |
$806 - $1.03K
|
7.47K
$702K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15- 0.31% |
$1.21K - $1.55K
|
4.83K
$454K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-20- 1.85% |
$1.61K - $2.06K
|
1.06K
$99.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-31- 12.2% |
$2.5K - $3.2K
|
223
$21K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34- 0.2% |
$2.74K - $3.51K
|
16.8K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-38- 0.61% |
$3.06K - $3.92K
|
6.23K
$586K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-40Closed |
$3.23K - $4.13K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-40- 0.23% |
$3.23K - $4.13K
|
17.1K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-45- 0.09% |
$3.63K - $4.64K
|
49.1K
$4.61M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.58% |
$3.71K - $4.75K
|
7.91K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-50- 7.95% |
$4.03K - $5.16K
|
579
$54.4K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-50- 1.83% |
$4.03K - $5.16K
|
2.68K
$251K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-50- 3.25% |
$4.03K - $5.16K
|
1.49K
$140K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-54- 1.49% |
$4.35K - $5.57K
|
3.56K
$335K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-57- 1.89% |
$4.6K - $5.88K
|
2.96K
$278K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-60- 2.01% |
$4.84K - $6.19K
|
2.93K
$275K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-60- 4.92% |
$4.84K - $6.19K
|
1.16K
$109K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-65- 50.0% |
$5.24K - $6.71K
|
65
$6.11K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-65- 9.35% |
$5.24K - $6.71K
|
630
$59.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-69- 0.48% |
$5.56K - $7.12K
|
14.2K
$1.34M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-70Closed |
$5.64K - $7.22K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-70- 2.08% |
$5.64K - $7.22K
|
3.29K
$309K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-75- 17.65% |
$6.05K - $7.74K
|
350
$32.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 41.21% |
$6.05K - $7.74K
|
107
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-77- 0.85% |
$6.21K - $7.95K
|
9.02K
$848K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-82- 18.85% |
$6.61K - $8.46K
|
353
$33.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-93- 8.74% |
$7.5K - $9.6K
|
971
$91.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-100- 9.81% |
$8.06K - $10.3K
|
919
$86.4K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 0.6% |
$8.06K - $10.3K
|
16.7K
$1.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-100- 1.58% |
$8.06K - $10.3K
|
6.23K
$585K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-104- 1.37% |
$8.39K - $10.7K
|
7.47K
$702K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-120- 35.71% |
$9.68K - $12.4K
|
216
$20.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-143- 0.24% |
$11.5K - $14.8K
|
59.6K
$5.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-143- 17.76% |
$11.5K - $14.8K
|
662
$62.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-157- 0.63% |
$12.7K - $16.2K
|
24.8K
$2.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-158- 5.57% |
$12.7K - $16.3K
|
2.68K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-162- 4.06% |
$13.1K - $16.7K
|
3.83K
$360K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-164- 3.59% |
$13.2K - $16.9K
|
4.4K
$413K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-167- 5.7% |
$13.5K - $17.2K
|
2.77K
$260K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-172- 0.82% |
$13.9K - $17.7K
|
20.7K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-192- 6.19% |
$15.5K - $19.8K
|
2.91K
$273K
|
|
|
Nov 09, 2022
Q3 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 0.78% |
$16.1K - $20.6K
|
25.5K
$2.4M
|