Purchases and Sales Made in Q2 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
173+ 0.18% |
$15K - $19.4K
|
98.9K
$9.49M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
169+ 70.42% |
$14.7K - $19K
|
409
$39.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
164+ 0.12% |
$14.3K - $18.4K
|
134K
$12.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
155+ 2.01% |
$13.5K - $17.4K
|
7.88K
$756K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
155+ 3.87% |
$13.5K - $17.4K
|
4.16K
$399K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
151New |
$13.1K - $17K
|
151
$14.5K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
129New |
$11.2K - $14.5K
|
129
$12.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
129+ 2.81% |
$11.2K - $14.5K
|
4.72K
$452K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
120+ 2.65% |
$10.4K - $13.5K
|
4.65K
$446K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 55.26% |
$9.13K - $11.8K
|
295
$28.3K
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
100+ 0.4% |
$8.7K - $11.2K
|
25.1K
$2.41M
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
90+ 3.67% |
$7.83K - $10.1K
|
2.55K
$244K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
79New |
$6.87K - $8.88K
|
79
$7.58K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
75New |
$6.52K - $8.43K
|
75
$7.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
68New |
$5.91K - $7.64K
|
68
$6.52K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
66New |
$5.74K - $7.42K
|
66
$6.33K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
65New |
$5.65K - $7.3K
|
65
$6.24K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
65+ 100.0% |
$5.65K - $7.3K
|
130
$12.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
64+ 1.41% |
$5.56K - $7.19K
|
4.6K
$441K
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
61+ 1.42% |
$5.3K - $6.86K
|
4.36K
$418K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
50+ 0.96% |
$4.35K - $5.62K
|
5.28K
$507K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
50New |
$4.35K - $5.62K
|
50
$4.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
48+ 0.62% |
$4.17K - $5.39K
|
7.82K
$750K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
46+ 2.13% |
$4K - $5.17K
|
2.2K
$211K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44+ 1.88% |
$3.83K - $4.94K
|
2.38K
$229K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
44+ 2.07% |
$3.83K - $4.94K
|
2.17K
$208K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
41+ 0.31% |
$3.56K - $4.61K
|
13.4K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.35% |
$3.3K - $4.27K
|
10.8K
$1.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
35+ 5.35% |
$3.04K - $3.93K
|
689
$66.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
32New |
$2.78K - $3.6K
|
32
$3.07K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30New |
$2.61K - $3.37K
|
30
$2.88K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
29+ 0.37% |
$2.52K - $3.26K
|
7.81K
$749K
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
21+ 0.19% |
$1.83K - $2.36K
|
10.9K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
20+ 1.04% |
$1.74K - $2.25K
|
1.95K
$187K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 24.05% |
$1.65K - $2.14K
|
98
$9.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
18+ 0.31% |
$1.57K - $2.02K
|
5.79K
$555K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.4% |
$1.3K - $1.69K
|
3.8K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.22K - $1.57K
|
14
$1.34K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
13+ 0.21% |
$1.13K - $1.46K
|
6.1K
$585K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
13+ 0.18% |
$1.13K - $1.46K
|
7.05K
$676K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
12New |
$1.04K - $1.35K
|
12
$1.15K
|
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
10+ 0.4% |
$870 - $1.12K
|
2.5K
$240K
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10+ 0.45% |
$870 - $1.12K
|
2.25K
$215K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
9+ 0.39% |
$783 - $1.01K
|
2.29K
$219K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9+ 10.59% |
$783 - $1.01K
|
94
$9.02K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
9+ 0.24% |
$783 - $1.01K
|
3.7K
$355K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
8+ 47.06% |
$696 - $899
|
25
$2.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.03% |
$435 - $562
|
15.8K
$1.51M
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5+ 0.09% |
$435 - $562
|
5.55K
$532K
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.14% |
$348 - $450
|
2.77K
$266K
|