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 |
---|---|---|---|---|---|---|---|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 14.88% |
$3.28K - $3.61K
|
103
$6.9K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-26- 1.72% |
$4.74K - $5.21K
|
1.49K
$99.7K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-30Closed |
$5.47K - $6.01K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50- 6.53% |
$9.11K - $10K
|
716
$47.9K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-52- 3.32% |
$9.47K - $10.4K
|
1.52K
$101K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-54Closed |
$9.84K - $10.8K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-67- 5.17% |
$12.2K - $13.4K
|
1.23K
$82.3K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74Closed |
$13.5K - $14.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92- 7.6% |
$16.8K - $18.4K
|
1.12K
$74.9K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-99Closed |
$18K - $19.8K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$18.2K - $20K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-119- 1.87% |
$21.7K - $23.8K
|
6.26K
$419K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-160- 0.43% |
$29.1K - $32K
|
37.3K
$2.5M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-247- 13.75% |
$45K - $49.5K
|
1.55K
$104K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-272- 9.64% |
$49.6K - $54.5K
|
2.55K
$171K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-289Closed |
$52.7K - $57.9K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-306- 99.03% |
$55.7K - $61.3K
|
3
$201
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-341- 24.17% |
$62.1K - $68.3K
|
1.07K
$71.6K
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-353- 21.45% |
$64.3K - $70.7K
|
1.29K
$86.6K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-389- 1.57% |
$70.9K - $77.9K
|
24.3K
$1.63M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-474Closed |
$86.4K - $94.9K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-490Closed |
$89.3K - $98.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-498Closed |
$90.7K - $99.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-570- 5.26% |
$104K - $114K
|
10.3K
$687K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-630- 3.37% |
$115K - $126K
|
18.1K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-685Closed |
$125K - $137K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-886- 17.99% |
$161K - $177K
|
4.04K
$270K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.45K- 2.36% |
$263K - $289K
|
59.9K
$4.01M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.7KClosed |
$310K - $341K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.72K- 11.25% |
$313K - $344K
|
13.5K
$907K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.87K- 50.4% |
$340K - $374K
|
1.84K
$123K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.04KClosed |
$553K - $608K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.22K- 50.48% |
$586K - $645K
|
3.16K
$211K
|