Purchases and Sales Made in Q1 2022 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) 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 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$181 - $198
|
218
$15.5K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.22% |
$181 - $198
|
446
$31.6K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13Closed |
$2.35K - $2.57K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15- 1.34% |
$2.71K - $2.97K
|
1.1K
$78.3K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-16- 1.17% |
$2.89K - $3.17K
|
1.36K
$96.1K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-18- 3.16% |
$3.25K - $3.57K
|
551
$39.1K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-20Closed |
$3.62K - $3.96K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-27- 0.86% |
$4.88K - $5.35K
|
3.13K
$222K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30Closed |
$5.42K - $5.94K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-32- 0.88% |
$5.79K - $6.34K
|
3.61K
$256K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-37- 6.74% |
$6.69K - $7.33K
|
512
$36.3K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 2.51% |
$7.23K - $7.92K
|
1.55K
$110K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-47- 3.1% |
$8.5K - $9.31K
|
1.47K
$104K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-58Closed |
$10.5K - $11.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-64- 1.77% |
$11.6K - $12.7K
|
3.55K
$252K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-66Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-68- 3.08% |
$12.3K - $13.5K
|
2.14K
$152K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88- 6.13% |
$15.9K - $17.4K
|
1.35K
$95.5K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-98- 5.57% |
$17.7K - $19.4K
|
1.66K
$118K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-125- 1.93% |
$22.6K - $24.8K
|
6.36K
$451K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-136- 25.19% |
$24.6K - $26.9K
|
404
$28.6K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-153- 41.69% |
$27.7K - $30.3K
|
214
$15.2K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-219- 12.23% |
$39.6K - $43.4K
|
1.57K
$111K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-234- 14.22% |
$42.3K - $46.3K
|
1.41K
$100K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-240- 0.64% |
$43.4K - $47.5K
|
37.1K
$2.63M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-251Closed |
$45.4K - $49.7K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-251- 5.68% |
$45.4K - $49.7K
|
4.17K
$296K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-283Closed |
$51.2K - $56.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-300Closed |
$54.2K - $59.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-340- 2.51% |
$61.5K - $67.3K
|
13.2K
$936K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-423- 23.01% |
$76.5K - $83.8K
|
1.42K
$100K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-450- 2.49% |
$81.4K - $89.1K
|
17.6K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-705- 6.87% |
$127K - $140K
|
9.56K
$678K
|
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.03KClosed |
$186K - $203K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.16K- 3.69% |
$210K - $230K
|
30.3K
$2.15M
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.18KClosed |
$214K - $235K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.29KClosed |
$234K - $256K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.53K- 58.64% |
$457K - $501K
|
1.78K
$126K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.74K- 85.42% |
$676K - $740K
|
638
$45.2K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.04KClosed |
$731K - $800K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.69K- 34.99% |
$847K - $928K
|
8.71K
$617K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.19KClosed |
$938K - $1.03M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.74K- 38.64% |
$1.04M - $1.14M
|
9.11K
$646K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.22K- 12.96% |
$1.12M - $1.23M
|
41.8K
$2.96M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.78K- 46.53% |
$1.41M - $1.54M
|
8.94K
$634K
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$2.21M - $2.42M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.3K- 39.53% |
$4.94M - $5.41M
|
41.8K
$2.96M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32K- 76.89% |
$5.79M - $6.34M
|
9.62K
$682K
|