Purchases and Sales Made in Q4 2021 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
759+ 13.57% |
$79.5K - $88.2K
|
6.35K
$898K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
752New |
$78.8K - $87.3K
|
752
$106K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
674+ 5.47% |
$70.6K - $78.3K
|
13K
$1.84M
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
629+ 7.34% |
$65.9K - $73.1K
|
9.2K
$1.3M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
521New |
$54.6K - $60.5K
|
521
$73.6K
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
470+ 1.09% |
$49.2K - $54.6K
|
43.6K
$6.17M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
463+ 5.95% |
$48.5K - $53.8K
|
8.24K
$1.16M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
432+ 1.14% |
$45.3K - $50.2K
|
38.3K
$5.41M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
410+ 57.42% |
$43K - $47.6K
|
1.12K
$159K
|
|
Feb 07, 2022
Q4 2021
|
Corbyn Investment Management Inc
|
BUY
|
- |
308+ 12.65% |
$32.3K - $35.8K
|
2.74K
$388K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
263+ 1.65% |
$27.6K - $30.5K
|
16.2K
$2.28M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
180+ 6.32% |
$18.9K - $20.9K
|
3.03K
$428K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
149+ 71.98% |
$15.6K - $17.3K
|
356
$50.3K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121+ 180.6% |
$12.7K - $14.1K
|
188
$26.6K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
104+ 4.46% |
$10.9K - $12.1K
|
2.44K
$344K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$10.5K - $11.6K
|
100
$14.1K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
92New |
$9.64K - $10.7K
|
92
$13K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
41New |
$4.3K - $4.76K
|
41
$5.79K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
33+ 0.45% |
$3.46K - $3.83K
|
7.32K
$1.03M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
25+ 1.49% |
$2.62K - $2.9K
|
1.71K
$241K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.79% |
$105 - $116
|
127
$17.9K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$210 - $232
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-20- 16.53% |
$2.1K - $2.32K
|
101
$14.3K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-25Closed |
$2.62K - $2.9K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32- 1.44% |
$3.35K - $3.72K
|
2.19K
$309K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-36- 51.43% |
$3.77K - $4.18K
|
34
$4.8K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-40- 6.9% |
$4.19K - $4.65K
|
540
$76.3K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-54Closed |
$5.66K - $6.27K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-63- 1.53% |
$6.6K - $7.32K
|
4.06K
$573K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$7.86K - $8.71K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-100Closed |
$10.5K - $11.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-100- 3.81% |
$10.5K - $11.6K
|
2.53K
$357K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-126Closed |
$13.2K - $14.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-135Closed |
$14.1K - $15.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-175- 7.04% |
$18.3K - $20.3K
|
2.31K
$326K
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-191- 2.66% |
$20K - $22.2K
|
7K
$989K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-211- 24.42% |
$22.1K - $24.5K
|
653
$92.3K
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-218- 9.19% |
$22.8K - $25.3K
|
2.16K
$305K
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-225- 5.54% |
$23.6K - $26.1K
|
3.84K
$542K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-299- 74.94% |
$31.3K - $34.7K
|
100
$14.1K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-794- 58.13% |
$83.2K - $92.2K
|
572
$80.8K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-817Closed |
$85.6K - $94.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.23K- 79.57% |
$129K - $143K
|
315
$44.5K
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.4K- 43.09% |
$147K - $163K
|
1.85K
$262K
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.43K- 13.48% |
$150K - $166K
|
9.17K
$1.3M
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.49K- 2.21% |
$157K - $174K
|
66.3K
$9.36M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.52K- 44.24% |
$159K - $176K
|
1.91K
$270K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.57KClosed |
$165K - $183K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.13KClosed |
$223K - $248K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 15.49% |
$230K - $256K
|
12K
$1.7M
|