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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-621- 8.21% |
$54K - $69.8K
|
6.94K
$666K
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-629- 13.34% |
$54.7K - $70.7K
|
4.09K
$392K
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-633- 5.24% |
$55K - $71.1K
|
11.4K
$1.1M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-661- 96.92% |
$57.5K - $74.3K
|
21
$2.01K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-661- 96.92% |
$57.5K - $74.3K
|
21
$2.01K
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-666- 1.05% |
$57.9K - $74.8K
|
62.8K
$6.03M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-677- 2.88% |
$58.9K - $76.1K
|
22.8K
$2.19M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-683- 3.19% |
$59.4K - $76.8K
|
20.8K
$1.99M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-690- 14.22% |
$60K - $77.5K
|
4.16K
$399K
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-700- 87.5% |
$60.9K - $78.7K
|
100
$9.59K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-793- 17.84% |
$69K - $89.1K
|
3.65K
$350K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-795- 21.3% |
$69.1K - $89.3K
|
2.94K
$282K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-801- 3.36% |
$69.6K - $90K
|
23K
$2.21M
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-851- 10.23% |
$74K - $95.6K
|
7.47K
$717K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-934- 2.5% |
$81.2K - $105K
|
36.5K
$3.5M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.01K- 19.6% |
$87.5K - $113K
|
4.13K
$396K
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.06K- 11.7% |
$92.4K - $119K
|
8.02K
$769K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.13K- 1.95% |
$98.3K - $127K
|
56.8K
$5.45M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.17K- 7.14% |
$102K - $131K
|
15.2K
$1.46M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-1.21K- 9.74% |
$105K - $136K
|
11.2K
$1.08M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.25K- 45.34% |
$108K - $140K
|
1.5K
$144K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.25K- 30.91% |
$109K - $141K
|
2.8K
$269K
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.27KClosed |
$110K - $142K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.29K- 8.38% |
$112K - $145K
|
14.1K
$1.35M
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.35KClosed |
$118K - $152K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.36K- 62.87% |
$119K - $153K
|
805
$77.2K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.42K- 18.5% |
$124K - $160K
|
6.27K
$601K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.44K- 13.4% |
$125K - $161K
|
9.29K
$891K
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.46K- 3.13% |
$127K - $164K
|
45.1K
$4.33M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.5KClosed |
$130K - $169K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.6K- 11.44% |
$139K - $180K
|
12.4K
$1.19M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.72K- 8.69% |
$149K - $193K
|
18.1K
$1.73M
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-1.79K- 35.93% |
$156K - $202K
|
3.2K
$307K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.87KClosed |
$162K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.92KClosed |
$167K - $215K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.94KClosed |
$169K - $218K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.94KClosed |
$169K - $218K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.96KClosed |
$170K - $220K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-2KClosed |
$174K - $225K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.05KClosed |
$178K - $230K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.05K- 25.6% |
$178K - $231K
|
5.97K
$572K
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-2.05KClosed |
$179K - $231K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.08KClosed |
$181K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.13KClosed |
$185K - $239K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.17K- 25.85% |
$189K - $244K
|
6.22K
$597K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.2KClosed |
$191K - $247K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.27KClosed |
$197K - $255K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27KClosed |
$197K - $255K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-2.31K- 4.93% |
$200K - $259K
|
44.5K
$4.27M
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.36KClosed |
$205K - $265K
|
0
$0
|