Purchases and Sales Made in Q4 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
23.4KNew |
$1.8M - $2.08M
|
23.4K
$2.34M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
23K+ 174.92% |
$1.77M - $2.05M
|
36.1K
$3.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
21.5KNew |
$1.65M - $1.92M
|
21.5K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
21K+ 111.32% |
$1.62M - $1.87M
|
39.8K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
20.9KNew |
$1.61M - $1.86M
|
20.9K
$2.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
20KNew |
$1.54M - $1.78M
|
20K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.8K+ 791.48% |
$1.52M - $1.77M
|
22.3K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.6K+ 72.28% |
$1.43M - $1.66M
|
44.3K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
18K+ 26.06% |
$1.39M - $1.61M
|
87.2K
$8.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$1.39M - $1.61M
|
18K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
16K+ 208.33% |
$1.23M - $1.42M
|
23.6K
$2.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
15.7K+ 13445.3% |
$1.21M - $1.4M
|
15.8K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
15.7KNew |
$1.21M - $1.4M
|
15.7K
$1.58M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
15.1KNew |
$1.16M - $1.35M
|
15.1K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$1.13M - $1.31M
|
14.6K
$1.47M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 22.61% |
$1.08M - $1.25M
|
76.3K
$7.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
13.7K+ 119.68% |
$1.05M - $1.22M
|
25.1K
$2.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.6K+ 452.42% |
$1.05M - $1.22M
|
16.7K
$1.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
13.2KNew |
$1.01M - $1.17M
|
13.2K
$1.32M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
12.4KNew |
$954K - $1.1M
|
12.4K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.3KNew |
$870K - $1.01M
|
11.3K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.3K+ 57.73% |
$868K - $1.01M
|
30.8K
$3.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.3KNew |
$866K - $1M
|
11.3K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
11.1KNew |
$858K - $994K
|
11.1K
$1.12M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$851K - $985K
|
11.1K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.1KNew |
$851K - $985K
|
11.1K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
10.7K+ 342.22% |
$825K - $955K
|
13.8K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
BUY
|
- |
10.3KNew |
$793K - $918K
|
10.3K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
10.3K+ 279.65% |
$789K - $914K
|
13.9K
$1.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
10.1K+ 220.61% |
$775K - $898K
|
14.6K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
10KNew |
$770K - $892K
|
10K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.83K+ 1.45% |
$756K - $876K
|
686K
$68.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.78K+ 3.33% |
$753K - $872K
|
303K
$30.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.64K+ 7.52% |
$742K - $860K
|
138K
$13.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9.51KNew |
$732K - $848K
|
9.51K
$954K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.15K+ 7.14% |
$705K - $816K
|
137K
$13.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.04KNew |
$695K - $806K
|
9.04K
$907K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.57K+ 5.66% |
$659K - $764K
|
160K
$16M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.38KNew |
$645K - $747K
|
8.38K
$841K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.27K+ 149.59% |
$637K - $738K
|
13.8K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.19K+ 18.53% |
$631K - $731K
|
52.4K
$5.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.16KNew |
$628K - $728K
|
8.16K
$819K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.53K+ 1.83% |
$580K - $672K
|
420K
$42.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7.52K+ 7.63% |
$579K - $670K
|
106K
$10.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
7.5KNew |
$577K - $669K
|
7.5K
$753K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7.21K+ 44.39% |
$555K - $643K
|
23.5K
$2.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7K+ 1.77% |
$539K - $624K
|
402K
$40.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6.9K+ 229.3% |
$531K - $615K
|
9.91K
$995K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.07K+ 29.87% |
$467K - $541K
|
26.4K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.03K+ 160.7% |
$464K - $538K
|
9.78K
$982K
|