Purchases and Sales Made in Q4 2021 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.03KNew |
$193K - $221K
|
2.03K
$313K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.98KNew |
$189K - $216K
|
1.98K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.75K+ 15.53% |
$167K - $191K
|
13K
$2.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.55K+ 19.23% |
$148K - $169K
|
9.61K
$1.49M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.46KNew |
$139K - $159K
|
1.46K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.45K+ 66.18% |
$139K - $158K
|
3.65K
$564K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.33KNew |
$127K - $145K
|
1.33K
$206K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.31K+ 12.42% |
$126K - $143K
|
11.9K
$1.84M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.27KNew |
$121K - $138K
|
1.27K
$196K
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
1.26KNew |
$120K - $137K
|
1.26K
$195K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.15K+ 28.75% |
$110K - $125K
|
5.15K
$797K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.09K+ 9.51% |
$104K - $118K
|
12.5K
$1.94M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
980+ 302.47% |
$93.6K - $107K
|
1.3K
$202K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
946+ 36.05% |
$90.4K - $103K
|
3.57K
$552K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
943New |
$90.1K - $103K
|
943
$146K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
914+ 593.51% |
$87.3K - $99.6K
|
1.07K
$165K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
914New |
$87.3K - $99.6K
|
914
$141K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
901+ 17.3% |
$86.1K - $98.2K
|
6.11K
$945K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
832New |
$79.5K - $90.7K
|
832
$129K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
660+ 10.16% |
$63K - $71.9K
|
7.16K
$1.11M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
640New |
$61.1K - $69.7K
|
640
$99K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
620New |
$59.2K - $67.6K
|
620
$95.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
581+ 3.69% |
$55.5K - $63.3K
|
16.3K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
544+ 139.13% |
$52K - $59.3K
|
935
$145K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
500New |
$47.8K - $54.5K
|
500
$77.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
478+ 5.57% |
$45.7K - $52.1K
|
9.06K
$1.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
462+ 6.67% |
$44.1K - $50.3K
|
7.39K
$1.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
455+ 2.43% |
$43.5K - $49.6K
|
19.2K
$2.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
422+ 10.07% |
$40.3K - $46K
|
4.61K
$713K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
373+ 5.06% |
$35.6K - $40.6K
|
7.74K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
373+ 2.64% |
$35.6K - $40.6K
|
14.5K
$2.24M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
372+ 2.37% |
$35.5K - $40.5K
|
16K
$2.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
355+ 17.32% |
$33.9K - $38.7K
|
2.41K
$372K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
340+ 1.09% |
$32.5K - $37K
|
31.5K
$4.87M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
338+ 4.07% |
$32.3K - $36.8K
|
8.65K
$1.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
332+ 2.53% |
$31.7K - $36.2K
|
13.4K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
317+ 11.53% |
$30.3K - $34.5K
|
3.07K
$474K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
317+ 9.1% |
$30.3K - $34.5K
|
3.8K
$588K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
309+ 6.42% |
$29.5K - $33.7K
|
5.12K
$792K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
300New |
$28.7K - $32.7K
|
300
$46.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$28.7K - $32.7K
|
300
$46.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
300New |
$28.7K - $32.7K
|
300
$46.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
287+ 10.49% |
$27.4K - $31.3K
|
3.02K
$468K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
270New |
$25.8K - $29.4K
|
270
$41.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
250New |
$23.9K - $27.2K
|
250
$38.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
242New |
$23.1K - $26.4K
|
242
$37.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
233+ 1.99% |
$22.3K - $25.4K
|
11.9K
$1.85M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
220New |
$21K - $24K
|
220
$34K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
206New |
$19.7K - $22.4K
|
206
$31.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
201+ 9.67% |
$19.2K - $21.9K
|
2.28K
$353K
|