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 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
213+ 1.53% |
$16.4K - $19K
|
14.1K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 0.78% |
$15.4K - $17.8K
|
25.7K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
200New |
$15.4K - $17.8K
|
200
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
200+ 1.17% |
$15.4K - $17.8K
|
17.3K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
198+ 202.04% |
$15.2K - $17.7K
|
296
$29.7K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
190+ 17.92% |
$14.6K - $16.9K
|
1.25K
$125K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
179New |
$13.8K - $16K
|
179
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
167New |
$12.9K - $14.9K
|
167
$16.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
162+ 21.01% |
$12.5K - $14.4K
|
933
$93.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
150New |
$11.5K - $13.4K
|
150
$15.1K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
146New |
$11.2K - $13K
|
146
$14.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
143+ 5.4% |
$11K - $12.8K
|
2.79K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
140New |
$10.8K - $12.5K
|
140
$14.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
136+ 2.78% |
$10.5K - $12.1K
|
5.02K
$504K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
104New |
$8K - $9.27K
|
104
$10.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
104New |
$8K - $9.27K
|
104
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
101+ 18.36% |
$7.77K - $9.01K
|
651
$65.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
100New |
$7.7K - $8.92K
|
100
$10K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
78+ 1.77% |
$6K - $6.96K
|
4.48K
$449K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
75+ 6.21% |
$5.77K - $6.69K
|
1.28K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
72New |
$5.54K - $6.42K
|
72
$7.23K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
71+ 1.63% |
$5.46K - $6.33K
|
4.43K
$445K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
68+ 2.04% |
$5.23K - $6.06K
|
3.39K
$341K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
67+ 1.1% |
$5.16K - $5.97K
|
6.16K
$619K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
60+ 0.8% |
$4.62K - $5.35K
|
7.53K
$756K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
57+ 1.63% |
$4.39K - $5.08K
|
3.56K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
46+ 1.58% |
$3.54K - $4.1K
|
2.96K
$297K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40New |
$3.08K - $3.57K
|
40
$4.01K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
37+ 1.01% |
$2.85K - $3.3K
|
3.69K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.88% |
$2.62K - $3.03K
|
3.88K
$389K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33New |
$2.54K - $2.94K
|
33
$3.31K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
28New |
$2.16K - $2.5K
|
28
$2.81K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
21+ 0.92% |
$1.62K - $1.87K
|
2.31K
$232K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
20+ 0.37% |
$1.54K - $1.78K
|
5.41K
$543K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 0.86% |
$1.46K - $1.69K
|
2.22K
$222K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18New |
$1.39K - $1.61K
|
18
$1.81K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
16+ 0.29% |
$1.23K - $1.43K
|
5.56K
$558K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15+ 3.99% |
$1.15K - $1.34K
|
391
$39.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
14+ 0.42% |
$1.08K - $1.25K
|
3.36K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
13+ 0.08% |
$1K - $1.16K
|
15.5K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 2.0% |
$924 - $1.07K
|
613
$61.5K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
12+ 2.78% |
$924 - $1.07K
|
443
$44.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7+ 0.28% |
$539 - $624
|
2.55K
$256K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.2% |
$462 - $535
|
3.02K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.2% |
$462 - $535
|
3.02K
$303K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5New |
$385 - $446
|
5
$502
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 30.77% |
$308 - $357
|
17
$1.71K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$154 - $178
|
984
$98.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 1.35% |
$154 - $178
|
150
$15.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.46% |
$77 - $89.2
|
218
$21.9K
|