Purchases and Sales Made in Q3 2022 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-175- 15.84% |
$8.84K - $49.3K
|
930
$56.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-175- 3.39% |
$8.84K - $49.3K
|
4.99K
$305K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-187- 4.07% |
$9.45K - $52.7K
|
4.41K
$269K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-189- 74.41% |
$9.55K - $53.3K
|
65
$3.97K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-195- 4.59% |
$9.86K - $55K
|
4.05K
$247K
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-215- 13.99% |
$10.9K - $60.6K
|
1.32K
$80.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-242- 15.14% |
$12.2K - $68.2K
|
1.36K
$82.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-255- 8.79% |
$12.9K - $71.9K
|
2.65K
$162K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-259- 7.44% |
$13.1K - $73K
|
3.22K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-260- 23.32% |
$13.1K - $73.3K
|
855
$52.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-260- 10.45% |
$13.1K - $73.3K
|
2.23K
$136K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-277- 10.32% |
$14K - $78.1K
|
2.41K
$147K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-324- 1.75% |
$16.4K - $91.3K
|
18.2K
$1.11M
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-332- 7.89% |
$16.8K - $93.6K
|
3.88K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-343- 12.92% |
$17.3K - $96.7K
|
2.31K
$141K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-383- 12.69% |
$19.4K - $108K
|
2.64K
$161K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-394- 25.72% |
$19.9K - $111K
|
1.14K
$69.5K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-403- 22.08% |
$20.4K - $114K
|
1.42K
$86.8K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-418- 2.12% |
$21.1K - $118K
|
19.3K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-570- 22.39% |
$28.8K - $161K
|
1.98K
$121K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-578- 8.17% |
$29.2K - $163K
|
6.49K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-654- 12.48% |
$33.1K - $184K
|
4.59K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-747Closed |
$37.8K - $211K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-763- 20.08% |
$38.6K - $215K
|
3.04K
$185K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-772- 32.15% |
$39K - $218K
|
1.63K
$99.4K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-812- 7.69% |
$41K - $229K
|
9.75K
$595K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-815- 27.3% |
$41.2K - $230K
|
2.17K
$132K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.22K- 11.5% |
$61.6K - $344K
|
9.38K
$573K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.26K- 96.77% |
$63.6K - $355K
|
42
$2.56K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.27K- 5.71% |
$63.9K - $357K
|
20.9K
$1.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.27K- 91.81% |
$64K - $357K
|
113
$6.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.38K- 50.64% |
$69.6K - $388K
|
1.34K
$82K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1.56K- 10.49% |
$79K - $441K
|
13.3K
$814K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.8K- 94.74% |
$91K - $507K
|
100
$6.1K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.87K- 81.3% |
$94.5K - $527K
|
430
$26.2K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.92KClosed |
$97.2K - $542K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.93K- 35.72% |
$97.7K - $545K
|
3.48K
$212K
|
|
|
Oct 18, 2022
Q3 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.94K- 8.44% |
$97.8K - $546K
|
21K
$1.28M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 8.42% |
$99.9K - $557K
|
21.5K
$1.31M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-3.1K- 56.44% |
$157K - $874K
|
2.39K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.16K- 30.24% |
$160K - $892K
|
7.3K
$446K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.39K- 3.45% |
$171K - $956K
|
94.9K
$5.79M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.76K- 57.65% |
$190K - $1.06M
|
2.76K
$169K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.22KClosed |
$213K - $1.19M
|
0
$0
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.47K- 53.12% |
$277K - $1.54M
|
4.83K
$295K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.12K- 45.92% |
$309K - $1.72M
|
7.2K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 59.68% |
$812K - $4.53M
|
10.8K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.2K- 50.37% |
$971K - $5.42M
|
18.9K
$1.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-57.6K- 98.49% |
$2.91M - $16.2M
|
885
$54K
|