Purchases and Sales Made in Q1 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
130+ 9.07% |
$34.6K - $38.7K
|
1.56K
$96.2K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
123+ 16.04% |
$32.7K - $36.6K
|
890
$54.8K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
120+ 4.4% |
$31.9K - $35.7K
|
2.85K
$175K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
118+ 5.73% |
$31.4K - $35.1K
|
2.18K
$134K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
117New |
$31.1K - $34.8K
|
117
$7.2K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
106+ 1.21% |
$28.2K - $31.5K
|
8.84K
$544K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
103New |
$27.4K - $30.7K
|
103
$6.34K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
102+ 1.55% |
$27.1K - $30.4K
|
6.68K
$411K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
101+ 3.96% |
$26.9K - $30.1K
|
2.65K
$163K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
99New |
$26.3K - $29.5K
|
99
$6.09K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
97+ 5.57% |
$25.8K - $28.9K
|
1.84K
$113K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
94+ 3.18% |
$25K - $28K
|
3.05K
$188K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
90+ 10.92% |
$24K - $26.8K
|
914
$56.3K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
84+ 4.67% |
$22.4K - $25K
|
1.88K
$116K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
82+ 2.84% |
$21.8K - $24.4K
|
2.97K
$183K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
75New |
$20K - $22.3K
|
75
$4.62K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
74+ 3.05% |
$19.7K - $22K
|
2.5K
$154K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
66+ 3.67% |
$17.6K - $19.6K
|
1.86K
$115K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
65+ 2.23% |
$17.3K - $19.3K
|
2.98K
$183K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
64+ 5.1% |
$17K - $19K
|
1.32K
$81.3K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62+ 0.07% |
$16.5K - $18.5K
|
89.5K
$5.51M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
60+ 18.75% |
$16K - $17.9K
|
380
$23.4K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
52+ 1.84% |
$13.8K - $15.5K
|
2.88K
$177K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
51+ 11.86% |
$13.6K - $15.2K
|
481
$29.6K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
50New |
$13.3K - $14.9K
|
50
$3.08K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$13.3K - $14.9K
|
50
$3.08K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
44New |
$11.7K - $13.1K
|
44
$2.71K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
40+ 0.84% |
$10.6K - $11.9K
|
4.83K
$297K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 50.67% |
$10.1K - $11.3K
|
113
$6.96K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 30.17% |
$9.31K - $10.4K
|
151
$9.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 1.65% |
$9.31K - $10.4K
|
2.16K
$133K
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
35+ 3.78% |
$9.31K - $10.4K
|
961
$59.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
35+ 3.29% |
$9.31K - $10.4K
|
1.1K
$67.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
19+ 0.23% |
$5.06K - $5.65K
|
8.35K
$514K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17+ 0.31% |
$4.52K - $5.06K
|
5.57K
$343K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17New |
$4.52K - $5.06K
|
17
$1.05K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15New |
$3.99K - $4.46K
|
15
$923
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
14+ 0.54% |
$3.73K - $4.17K
|
2.62K
$161K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
14+ 0.06% |
$3.73K - $4.17K
|
22K
$1.36M
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
13+ 0.24% |
$3.46K - $3.87K
|
5.43K
$334K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
11+ 0.57% |
$2.93K - $3.27K
|
1.94K
$119K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9+ 0.98% |
$2.4K - $2.68K
|
926
$57K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.22% |
$2.4K - $2.68K
|
4.17K
$257K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9+ 0.58% |
$2.4K - $2.68K
|
1.55K
$95.6K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8+ 0.37% |
$2.13K - $2.38K
|
2.16K
$133K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
8+ 0.1% |
$2.13K - $2.38K
|
8.16K
$502K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.89% |
$1.86K - $2.08K
|
793
$48.8K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.14% |
$1.6K - $1.79K
|
4.2K
$258K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
6+ 0.55% |
$1.6K - $1.79K
|
1.1K
$67.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.49% |
$1.33K - $1.49K
|
1.02K
$62.9K
|