Purchases and Sales Made in Q2 2022 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-69- 3.23% |
$3.31K - $4K
|
2.07K
$110K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-69Closed |
$3.31K - $4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-77Closed |
$3.69K - $4.46K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-78Closed |
$3.74K - $4.52K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-80- 11.25% |
$3.83K - $4.64K
|
631
$33.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 3.4% |
$4.79K - $5.8K
|
2.85K
$151K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-125- 0.12% |
$5.99K - $7.25K
|
106K
$5.6M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-140- 13.21% |
$6.71K - $8.11K
|
920
$48.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-150- 0.49% |
$7.19K - $8.69K
|
30.7K
$1.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-161Closed |
$7.71K - $9.33K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-172Closed |
$8.24K - $9.97K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-174- 15.28% |
$8.34K - $10.1K
|
965
$51.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-265- 11.07% |
$12.7K - $15.4K
|
2.13K
$113K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-354- 2.15% |
$17K - $20.5K
|
16.1K
$855K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-363- 6.82% |
$17.4K - $21K
|
4.96K
$263K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-433- 8.1% |
$20.7K - $25.1K
|
4.91K
$260K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-448Closed |
$21.5K - $26K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-550- 1.48% |
$26.4K - $31.9K
|
36.7K
$1.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-568- 12.2% |
$27.2K - $32.9K
|
4.09K
$217K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-576- 2.59% |
$27.6K - $33.4K
|
21.6K
$1.15M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-600Closed |
$28.7K - $34.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-670- 13.08% |
$32.1K - $38.8K
|
4.45K
$236K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-700- 63.64% |
$33.5K - $40.6K
|
400
$21.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.06K- 17.38% |
$50.8K - $61.4K
|
5.04K
$267K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.09K- 7.58% |
$52.1K - $63K
|
13.3K
$703K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.33KClosed |
$63.9K - $77.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.39K- 2.65% |
$66.6K - $80.6K
|
51K
$2.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.59K- 18.77% |
$76.2K - $92.2K
|
6.88K
$365K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.65K- 11.11% |
$78.8K - $95.3K
|
13.2K
$698K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.98K- 74.91% |
$94.7K - $115K
|
662
$35.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.82K- 1.27% |
$135K - $163K
|
219K
$11.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.9K- 39.46% |
$139K - $168K
|
4.45K
$236K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.17KClosed |
$152K - $183K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.4K- 86.27% |
$163K - $197K
|
541
$28.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.46KClosed |
$166K - $200K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.48KClosed |
$166K - $201K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.49K- 76.89% |
$167K - $202K
|
1.05K
$55.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.63K- 17.96% |
$174K - $210K
|
16.6K
$879K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-3.74KClosed |
$179K - $217K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.79KClosed |
$182K - $220K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-3.98KClosed |
$191K - $231K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.09KClosed |
$196K - $237K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.19K- 7.14% |
$201K - $243K
|
54.5K
$2.89M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.6K- 10.52% |
$220K - $267K
|
39.1K
$2.07M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.71KClosed |
$225K - $273K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.91KClosed |
$235K - $285K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-4.95KClosed |
$237K - $287K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.26KClosed |
$252K - $305K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-5.5KClosed |
$263K - $319K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.51K- 75.87% |
$264K - $320K
|
1.75K
$93K
|