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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.16% |
$95.5 - $109
|
635
$98.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.08% |
$191 - $218
|
2.47K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.05% |
$287 - $327
|
6.14K
$950K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-8- 9.09% |
$764 - $872
|
80
$12.4K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10- 0.24% |
$955 - $1.09K
|
4.2K
$650K
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-14- 0.12% |
$1.34K - $1.53K
|
11.7K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14- 0.7% |
$1.34K - $1.53K
|
2K
$309K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.23% |
$1.62K - $1.85K
|
7.38K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18- 0.1% |
$1.72K - $1.96K
|
18.9K
$2.92M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-20- 0.77% |
$1.91K - $2.18K
|
2.59K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-20- 0.77% |
$1.91K - $2.18K
|
2.59K
$400K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-23- 1.0% |
$2.2K - $2.51K
|
2.29K
$353K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-24- 1.55% |
$2.29K - $2.62K
|
1.53K
$236K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-25Closed |
$2.39K - $2.72K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-30- 0.7% |
$2.87K - $3.27K
|
4.28K
$661K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-41- 1.33% |
$3.92K - $4.47K
|
3.05K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-43- 2.17% |
$4.11K - $4.69K
|
1.94K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-43- 43.0% |
$4.11K - $4.69K
|
57
$8.82K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-49- 1.15% |
$4.68K - $5.34K
|
4.22K
$652K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-49- 1.25% |
$4.68K - $5.34K
|
3.88K
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-50- 31.85% |
$4.78K - $5.45K
|
107
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-55- 1.27% |
$5.25K - $5.99K
|
4.27K
$660K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-64- 2.76% |
$6.11K - $6.97K
|
2.25K
$348K
|
|
|
Feb 10, 2022
Q4 2021
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-70Closed |
$6.69K - $7.63K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-75- 1.42% |
$7.16K - $8.17K
|
5.22K
$807K
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-88- 1.26% |
$8.41K - $9.59K
|
6.92K
$1.07M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-89- 4.14% |
$8.5K - $9.7K
|
2.06K
$319K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-96- 0.31% |
$9.17K - $10.5K
|
30.8K
$4.77M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 36.1% |
$9.55K - $10.9K
|
177
$27.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-108- 2.17% |
$10.3K - $11.8K
|
4.88K
$755K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-135- 63.08% |
$12.9K - $14.7K
|
79
$12.2K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-148Closed |
$14.1K - $16.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-161- 5.43% |
$15.4K - $17.5K
|
2.8K
$434K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-162- 3.31% |
$15.5K - $17.7K
|
4.74K
$733K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-176- 2.65% |
$16.8K - $19.2K
|
6.46K
$999K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-195- 11.52% |
$18.6K - $21.2K
|
1.5K
$232K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200Closed |
$19.1K - $21.8K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
SELL
|
- |
-200- 9.09% |
$19.1K - $21.8K
|
2K
$309K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 7.71% |
$19.1K - $21.8K
|
2.4K
$370K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-210Closed |
$20.1K - $22.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-210Closed |
$20.1K - $22.9K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-211Closed |
$20.2K - $23K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-215- 0.31% |
$20.5K - $23.4K
|
69.5K
$10.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-222- 7.61% |
$21.2K - $24.2K
|
2.7K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-227- 26.18% |
$21.7K - $24.7K
|
640
$99K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-232- 7.05% |
$22.2K - $25.3K
|
3.06K
$473K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-241Closed |
$23K - $26.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-259- 8.32% |
$24.7K - $28.2K
|
2.86K
$442K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-269- 5.36% |
$25.7K - $29.3K
|
4.75K
$734K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-279- 6.89% |
$26.7K - $30.4K
|
3.77K
$583K
|