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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
2.6K+ 13.26% |
$74.9K - $84.1K
|
22.2K
$1.04M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.51K+ 9.11% |
$72.2K - $81.2K
|
30.1K
$1.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.51K+ 1143.84% |
$72.1K - $81.1K
|
2.72K
$128K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.29K+ 18.13% |
$66K - $74.1K
|
14.9K
$702K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.16KNew |
$62.1K - $69.8K
|
2.16K
$101K
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.07K+ 6.5% |
$59.6K - $67K
|
33.9K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.07K+ 5.27% |
$59.5K - $66.9K
|
41.3K
$1.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.97KNew |
$56.7K - $63.7K
|
1.97K
$92.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.97K+ 2.14% |
$56.6K - $63.7K
|
94K
$4.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.8K+ 0.38% |
$51.9K - $58.3K
|
479K
$22.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.69K+ 1.39% |
$48.6K - $54.7K
|
123K
$5.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.67K+ 3.89% |
$48K - $54K
|
44.5K
$2.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.6K+ 7.5% |
$45.9K - $51.6K
|
22.9K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$44.6K - $50.2K
|
1.55K
$72.9K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.53K+ 7.48% |
$44.1K - $49.6K
|
22K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.39K+ 11.2% |
$39.9K - $44.9K
|
13.8K
$647K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.21K+ 13.91% |
$34.8K - $39.1K
|
9.9K
$465K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.21K+ 4.25% |
$34.7K - $39K
|
29.6K
$1.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.13K+ 1.02% |
$32.6K - $36.7K
|
112K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13K+ 25.35% |
$32.5K - $36.5K
|
5.58K
$262K
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
1.01K+ 9.46% |
$29.2K - $32.8K
|
11.7K
$551K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
987+ 13.3% |
$28.4K - $31.9K
|
8.41K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
927New |
$26.7K - $30K
|
927
$43.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
908+ 3.24% |
$26.1K - $29.4K
|
28.9K
$1.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
887+ 0.98% |
$25.5K - $28.7K
|
91K
$4.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
802New |
$23.1K - $26K
|
802
$37.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
778+ 10.67% |
$22.4K - $25.2K
|
8.07K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
681+ 3.02% |
$19.6K - $22K
|
23.2K
$1.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
618+ 1.19% |
$17.8K - $20K
|
52.7K
$2.48M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
579+ 1.24% |
$16.7K - $18.7K
|
47.5K
$2.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
545New |
$15.7K - $17.6K
|
545
$25.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
499New |
$14.4K - $16.1K
|
499
$23.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
407+ 2.04% |
$11.7K - $13.2K
|
20.4K
$959K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
400+ 4.33% |
$11.5K - $12.9K
|
9.63K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
371+ 101.92% |
$10.7K - $12K
|
735
$34.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
362New |
$10.4K - $11.7K
|
362
$17K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
355New |
$10.2K - $11.5K
|
355
$16.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
302New |
$8.69K - $9.77K
|
302
$14.2K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
300+ 3.01% |
$8.64K - $9.71K
|
10.3K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
289New |
$8.32K - $9.35K
|
289
$13.6K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
287+ 2.13% |
$8.26K - $9.29K
|
13.8K
$647K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
284New |
$8.18K - $9.19K
|
284
$13.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
280+ 1.25% |
$8.06K - $9.06K
|
22.7K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
276+ 1.72% |
$7.95K - $8.93K
|
16.3K
$768K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
239+ 398.33% |
$6.88K - $7.73K
|
299
$14.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
227+ 4.44% |
$6.54K - $7.35K
|
5.34K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
200+ 16.09% |
$5.76K - $6.47K
|
1.44K
$67.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
194+ 0.44% |
$5.59K - $6.28K
|
44.5K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
175New |
$5.04K - $5.66K
|
175
$8.23K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
162New |
$4.66K - $5.24K
|
162
$7.62K
|