Purchases and Sales Made in Q4 2022 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.35KNew |
$104K - $120K
|
1.35K
$127K
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.33K+ 12.36% |
$102K - $118K
|
12.1K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.31K+ 27.51% |
$101K - $117K
|
6.06K
$572K
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 18.39% |
$99.7K - $115K
|
8.34K
$787K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.28K+ 25.71% |
$98.8K - $114K
|
6.28K
$593K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2K+ 53.07% |
$92.5K - $107K
|
3.47K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.15K+ 2.95% |
$88.7K - $103K
|
40.2K
$3.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.11K+ 19.21% |
$85.7K - $99.3K
|
6.91K
$653K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
1.11K+ 23.47% |
$85.4K - $99K
|
5.84K
$551K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
984+ 2659.46% |
$75.7K - $87.7K
|
1.02K
$96.4K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
964+ 18.12% |
$74.2K - $86K
|
6.28K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
869+ 9.86% |
$66.9K - $77.5K
|
9.68K
$914K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
834+ 14.12% |
$64.2K - $74.4K
|
6.74K
$636K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
790New |
$60.8K - $70.4K
|
790
$74.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
790+ 11.82% |
$60.8K - $70.4K
|
7.48K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
703+ 4.18% |
$54.1K - $62.7K
|
17.5K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
700New |
$53.9K - $62.4K
|
700
$66.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
686+ 118.48% |
$52.8K - $61.2K
|
1.27K
$119K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
611+ 20.43% |
$47K - $54.5K
|
3.6K
$340K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
601New |
$46.3K - $53.6K
|
601
$56.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
589+ 3.35% |
$45.3K - $52.5K
|
18.2K
$1.72M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
587+ 2.57% |
$45.2K - $52.3K
|
23.4K
$2.21M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
548+ 7.02% |
$42.2K - $48.9K
|
8.36K
$789K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
533New |
$41K - $47.5K
|
533
$50.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
510+ 16.53% |
$39.3K - $45.5K
|
3.6K
$339K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
500New |
$38.5K - $44.6K
|
500
$47.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
500New |
$38.5K - $44.6K
|
500
$47.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
491New |
$37.8K - $43.8K
|
491
$46.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
455+ 2.14% |
$35K - $40.6K
|
21.7K
$2.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
435+ 12.84% |
$33.5K - $38.8K
|
3.82K
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
434+ 289.33% |
$33.4K - $38.7K
|
584
$55.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
430New |
$33.1K - $38.3K
|
430
$40.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
412New |
$31.7K - $36.7K
|
412
$38.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
387+ 14.43% |
$29.8K - $34.5K
|
3.07K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
382New |
$29.4K - $34.1K
|
382
$36.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
360+ 16.73% |
$27.7K - $32.1K
|
2.51K
$237K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
340+ 1.18% |
$26.2K - $30.3K
|
29.2K
$2.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
337+ 95.47% |
$25.9K - $30.1K
|
690
$65.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
321New |
$24.7K - $28.6K
|
321
$30.3K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
300New |
$23.1K - $26.8K
|
300
$28.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
280+ 3.2% |
$21.6K - $25K
|
9.03K
$852K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
277+ 2.12% |
$21.3K - $24.7K
|
13.3K
$1.26M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
275New |
$21.2K - $24.5K
|
275
$26K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
273+ 11.23% |
$21K - $24.3K
|
2.71K
$255K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
270+ 21.9% |
$20.8K - $24.1K
|
1.5K
$142K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
267+ 9.03% |
$20.6K - $23.8K
|
3.22K
$304K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
259+ 1.6% |
$19.9K - $23.1K
|
16.4K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
255+ 3.06% |
$19.6K - $22.7K
|
8.6K
$812K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
245+ 3.28% |
$18.9K - $21.8K
|
7.72K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
243New |
$18.7K - $21.7K
|
243
$22.9K
|