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 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12K+ 45.04% |
$346K - $389K
|
38.7K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.4KNew |
$328K - $368K
|
11.4K
$551K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
11.3KNew |
$326K - $367K
|
11.3K
$548K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
11.3KNew |
$324K - $364K
|
11.3K
$545K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.2KNew |
$323K - $363K
|
11.2K
$543K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 26.94% |
$319K - $358K
|
52.2K
$2.53M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$303K - $340K
|
10.5K
$509K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10.1K+ 26.55% |
$290K - $326K
|
48K
$2.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.27K+ 17.81% |
$267K - $300K
|
61.3K
$2.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.96KNew |
$258K - $290K
|
8.96K
$434K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
8.53K+ 40.12% |
$246K - $276K
|
29.8K
$1.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.29K+ 5.79% |
$239K - $268K
|
152K
$7.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
8.28KNew |
$238K - $268K
|
8.28K
$401K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.19KNew |
$236K - $265K
|
8.19K
$396K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.89K+ 15.25% |
$227K - $255K
|
59.6K
$2.88M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.74K+ 99.05% |
$223K - $250K
|
15.6K
$753K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
7.53KNew |
$217K - $244K
|
7.53K
$364K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
7.12KNew |
$205K - $230K
|
7.12K
$345K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.96KNew |
$200K - $225K
|
6.96K
$337K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.9K+ 69.57% |
$199K - $223K
|
16.8K
$815K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.9K+ 1.49% |
$199K - $223K
|
470K
$22.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.89K+ 17.87% |
$198K - $223K
|
45.5K
$2.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6.86KNew |
$197K - $222K
|
6.86K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.85KNew |
$197K - $222K
|
6.85K
$332K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.76KNew |
$195K - $219K
|
6.76K
$327K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.69KNew |
$193K - $217K
|
6.69K
$324K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
5.87KNew |
$169K - $190K
|
5.87K
$284K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.72KNew |
$165K - $185K
|
5.72K
$277K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.6K+ 36.77% |
$161K - $181K
|
20.8K
$1.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
5.42K+ 2.34% |
$156K - $175K
|
237K
$11.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.18K+ 71.15% |
$149K - $168K
|
12.5K
$603K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.83K+ 200.42% |
$139K - $156K
|
7.24K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.54K+ 10.01% |
$131K - $147K
|
49.9K
$2.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4.45KNew |
$128K - $144K
|
4.45K
$216K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.83K+ 17.67% |
$110K - $124K
|
25.5K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.65K+ 6.38% |
$105K - $118K
|
60.9K
$2.95M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
3.6KNew |
$104K - $116K
|
3.6K
$174K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.54K+ 52.96% |
$102K - $114K
|
10.2K
$495K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.32K+ 11.87% |
$95.7K - $108K
|
31.3K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.21K+ 6.9% |
$92.4K - $104K
|
49.7K
$2.41M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.19KNew |
$91.8K - $103K
|
3.19K
$154K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.15K+ 160.88% |
$90.7K - $102K
|
5.11K
$247K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.94K+ 22.91% |
$84.6K - $95.1K
|
15.8K
$763K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
2.86K+ 25.21% |
$82.3K - $92.5K
|
14.2K
$688K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.8KNew |
$80.5K - $90.5K
|
2.8K
$135K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.78K+ 5.29% |
$80.2K - $90.1K
|
55.5K
$2.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.75KNew |
$79.2K - $89K
|
2.75K
$133K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
2.64KNew |
$76K - $85.5K
|
2.64K
$128K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.64KNew |
$76K - $85.5K
|
2.64K
$128K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.62K+ 59.84% |
$75.3K - $84.7K
|
6.99K
$338K
|