Purchases and Sales Made in Q1 2022 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.35KNew |
$174K - $205K
|
1.35K
$175K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35K+ 68.58% |
$173K - $204K
|
3.31K
$429K
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.35K+ 59.45% |
$173K - $204K
|
3.61K
$468K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
1.34KNew |
$173K - $204K
|
1.34K
$174K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.29K+ 10.48% |
$166K - $195K
|
13.6K
$1.76M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.24K+ 242.83% |
$159K - $188K
|
1.75K
$226K
|
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.19KNew |
$153K - $180K
|
1.19K
$154K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
987New |
$127K - $150K
|
987
$128K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
953+ 17.63% |
$123K - $145K
|
6.36K
$825K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
940New |
$121K - $143K
|
940
$122K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
886+ 12.73% |
$114K - $134K
|
7.85K
$1.02M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
752+ 41.62% |
$96.8K - $114K
|
2.56K
$332K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
534+ 76.95% |
$68.7K - $81K
|
1.23K
$159K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
528+ 8.37% |
$68K - $80.1K
|
6.84K
$887K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 16.13% |
$64.4K - $75.9K
|
3.6K
$467K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 15.53% |
$51.5K - $60.7K
|
2.98K
$386K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
375New |
$48.3K - $56.9K
|
375
$48.6K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
333+ 93.54% |
$42.9K - $50.5K
|
689
$89.3K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
310+ 10.97% |
$39.9K - $47K
|
3.14K
$407K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
275+ 9.68% |
$35.4K - $41.7K
|
3.12K
$404K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
275+ 114.58% |
$35.4K - $41.7K
|
515
$66.8K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
273+ 8.0% |
$35.1K - $41.4K
|
3.69K
$478K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
273+ 8.0% |
$35.1K - $41.4K
|
3.69K
$478K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
247+ 5.35% |
$31.8K - $37.5K
|
4.87K
$631K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
232+ 53.95% |
$29.9K - $35.2K
|
662
$85.8K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
229+ 2.21% |
$29.5K - $34.7K
|
10.6K
$1.38M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
220+ 209.52% |
$28.3K - $33.4K
|
325
$42.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
202New |
$26K - $30.6K
|
202
$26.2K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 3.49% |
$25.7K - $30.3K
|
5.93K
$769K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
190New |
$24.5K - $28.8K
|
190
$24.6K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
162New |
$20.9K - $24.6K
|
162
$21K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
150New |
$19.3K - $22.8K
|
150
$19.5K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
140+ 79.55% |
$18K - $21.2K
|
316
$41K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
122+ 5.85% |
$15.7K - $18.5K
|
2.21K
$286K
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
101+ 1.34% |
$13K - $15.3K
|
7.64K
$991K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
90+ 8.57% |
$11.6K - $13.7K
|
1.14K
$148K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
89+ 1.41% |
$11.5K - $13.5K
|
6.39K
$829K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85+ 0.92% |
$10.9K - $12.9K
|
9.32K
$1.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
69+ 14.71% |
$8.88K - $10.5K
|
538
$69.8K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$6.44K - $7.59K
|
50
$6.48K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
40+ 0.91% |
$5.15K - $6.07K
|
4.44K
$576K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
38+ 2.05% |
$4.89K - $5.77K
|
1.9K
$246K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37+ 2.48% |
$4.76K - $5.61K
|
1.53K
$199K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30New |
$3.86K - $4.55K
|
30
$3.89K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
20+ 1.72% |
$2.57K - $3.03K
|
1.19K
$154K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11+ 1.77% |
$1.42K - $1.67K
|
632
$82K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.29% |
$901 - $1.06K
|
2.44K
$316K
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$644 - $759
|
2.04K
$264K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2+ 0.1% |
$257 - $303
|
2.03K
$263K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$257 - $303
|
5.16K
$669K
|