Purchases and Sales Made in Q4 2021 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) 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 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.3M+ 1148.46% |
$37.5M - $42.2M
|
1.42M
$66.6M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
379K+ 350.41% |
$10.9M - $12.3M
|
487K
$22.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
257KNew |
$7.41M - $8.33M
|
257K
$12.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
185K+ 6.68% |
$5.32M - $5.98M
|
2.95M
$139M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
170KNew |
$4.89M - $5.5M
|
170K
$7.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
160K+ 51.83% |
$4.62M - $5.19M
|
470K
$22.1M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
114K+ 38.16% |
$3.29M - $3.7M
|
414K
$19.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
113KNew |
$3.26M - $3.66M
|
113K
$5.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
106K+ 522.55% |
$3.05M - $3.42M
|
126K
$5.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106K+ 9.54% |
$3.04M - $3.41M
|
1.21M
$57M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
102KNew |
$2.95M - $3.31M
|
102K
$4.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
99.8KNew |
$2.87M - $3.23M
|
99.8K
$4.69M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
99.8K+ 191923.08% |
$2.87M - $3.23M
|
99.9K
$4.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
93.4K+ 56.56% |
$2.69M - $3.02M
|
259K
$12.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
72.1KNew |
$2.08M - $2.33M
|
72.1K
$3.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
70.8KNew |
$2.04M - $2.29M
|
70.8K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
67.4KNew |
$1.94M - $2.18M
|
67.4K
$3.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66.7KNew |
$1.92M - $2.16M
|
66.7K
$3.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
64.7K+ 26.58% |
$1.86M - $2.09M
|
308K
$14.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
64.6KNew |
$1.86M - $2.09M
|
64.6K
$3.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.6K+ 8.39% |
$1.75M - $1.96M
|
783K
$36.8M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
56.3K+ 209.93% |
$1.62M - $1.82M
|
83.1K
$3.91M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
51.8KNew |
$1.49M - $1.68M
|
51.8K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.6K+ 4.79% |
$1.46M - $1.64M
|
1.11M
$52M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
47.1KNew |
$1.36M - $1.52M
|
47.1K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.2K+ 247.52% |
$1.3M - $1.46M
|
63.5K
$2.98M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
43.5K+ 373.17% |
$1.25M - $1.41M
|
55.2K
$2.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.9K+ 16.38% |
$1.18M - $1.32M
|
291K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
37.8KNew |
$1.09M - $1.22M
|
37.8K
$1.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34K+ 412.12% |
$978K - $1.1M
|
42.2K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
33.1KNew |
$953K - $1.07M
|
33.1K
$1.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.4K+ 27.63% |
$931K - $1.05M
|
149K
$7.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
30.7KNew |
$884K - $994K
|
30.7K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29.7K+ 117.31% |
$854K - $960K
|
55K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
29.6K+ 622.26% |
$852K - $958K
|
34.4K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.3K+ 13.83% |
$815K - $916K
|
233K
$11M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
28.1KNew |
$808K - $909K
|
28.1K
$1.32M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
25.1K+ 15.19% |
$721K - $811K
|
190K
$8.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
23.1K+ 30.08% |
$664K - $747K
|
99.8K
$4.69M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
21.7KNew |
$625K - $703K
|
21.7K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
20.8KNew |
$600K - $675K
|
20.8K
$980K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.5KNew |
$533K - $599K
|
18.5K
$870K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
18.3K+ 0.66% |
$527K - $593K
|
2.8M
$132M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
17.8K+ 74345.83% |
$514K - $577K
|
17.9K
$840K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.3K+ 2.0% |
$470K - $528K
|
832K
$39.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.4K+ 11.96% |
$442K - $497K
|
144K
$6.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.6KNew |
$420K - $472K
|
14.6K
$685K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
14.3K+ 38.68% |
$411K - $462K
|
51.2K
$2.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.5KNew |
$388K - $436K
|
13.5K
$633K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
13.3KNew |
$384K - $432K
|
13.3K
$627K
|