Purchases and Sales Made in Q4 2021 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
12.2KNew |
$2.23M - $2.45M
|
12.2K
$819K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.6K+ 29.05% |
$1.38M - $1.52M
|
33.7K
$2.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.65K+ 72.88% |
$1.03M - $1.13M
|
13.4K
$897K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.42KNew |
$805K - $885K
|
4.42K
$296K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.4KNew |
$802K - $881K
|
4.4K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.4K+ 11.56% |
$801K - $881K
|
42.5K
$2.84M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.87K+ 76.9% |
$341K - $375K
|
4.31K
$289K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68K+ 47.81% |
$306K - $336K
|
5.19K
$347K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.37KNew |
$250K - $275K
|
1.37K
$91.8K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.36KNew |
$247K - $271K
|
1.36K
$90.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.35K+ 4.5% |
$247K - $271K
|
31.4K
$2.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.29KNew |
$234K - $257K
|
1.29K
$86K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.26K+ 14.05% |
$229K - $252K
|
10.2K
$684K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 23.72% |
$225K - $247K
|
6.44K
$431K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.03KNew |
$187K - $206K
|
1.03K
$68.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
874+ 31.56% |
$159K - $175K
|
3.64K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
592New |
$108K - $119K
|
592
$39.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
544+ 1.15% |
$99.1K - $109K
|
48K
$3.21M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
520+ 33.59% |
$94.7K - $104K
|
2.07K
$138K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
300New |
$54.7K - $60.1K
|
300
$20.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
283New |
$51.6K - $56.7K
|
283
$18.9K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
225New |
$41K - $45.1K
|
225
$15.1K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
217New |
$39.5K - $43.5K
|
217
$14.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
204+ 10.31% |
$37.2K - $40.9K
|
2.18K
$146K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
201+ 4.34% |
$36.6K - $40.3K
|
4.84K
$324K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
147+ 4.24% |
$26.8K - $29.4K
|
3.62K
$242K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
134+ 0.81% |
$24.4K - $26.8K
|
16.7K
$1.12M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
70New |
$12.8K - $14K
|
70
$4.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
68+ 3.18% |
$12.4K - $13.6K
|
2.21K
$148K
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
62+ 5.53% |
$11.3K - $12.4K
|
1.18K
$79.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61+ 3.59% |
$11.1K - $12.2K
|
1.76K
$118K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48+ 266.67% |
$8.74K - $9.61K
|
66
$4.42K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
42New |
$7.65K - $8.41K
|
42
$2.81K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41+ 2.56% |
$7.47K - $8.21K
|
1.65K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
40+ 74.07% |
$7.29K - $8.01K
|
94
$6.29K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
34+ 0.86% |
$6.19K - $6.81K
|
4.01K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
32+ 0.45% |
$5.83K - $6.41K
|
7.09K
$475K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
30New |
$5.47K - $6.01K
|
30
$2.01K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30+ 3.96% |
$5.47K - $6.01K
|
787
$52.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
20New |
$3.64K - $4.01K
|
20
$1.34K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
19+ 0.4% |
$3.46K - $3.81K
|
4.77K
$319K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
15+ 1.13% |
$2.73K - $3K
|
1.34K
$89.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13New |
$2.37K - $2.6K
|
13
$870
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.71% |
$729 - $801
|
569
$38.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.45% |
$364 - $401
|
445
$29.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.09% |
$182 - $200
|
1.1K
$73.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3- 0.55% |
$547 - $601
|
540
$36.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-6- 0.33% |
$1.09K - $1.2K
|
1.79K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7- 0.49% |
$1.28K - $1.4K
|
1.44K
$96.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-10Closed |
$1.82K - $2K
|
0
$0
|