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 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
149+ 2.6% |
$4.29K - $4.82K
|
5.87K
$276K
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
142New |
$4.09K - $4.6K
|
142
$6.68K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
130New |
$3.74K - $4.21K
|
130
$6.11K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
123New |
$3.54K - $3.98K
|
123
$5.78K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
115+ 239.58% |
$3.31K - $3.72K
|
163
$7.66K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 2.08% |
$3.14K - $3.53K
|
5.36K
$252K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
85New |
$2.45K - $2.75K
|
85
$4K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
85New |
$2.45K - $2.75K
|
85
$4K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
74New |
$2.13K - $2.39K
|
74
$3.48K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
74New |
$2.13K - $2.39K
|
74
$3.48K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
66+ 0.42% |
$1.9K - $2.14K
|
16K
$751K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
65New |
$1.87K - $2.1K
|
65
$3.06K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
49+ 0.6% |
$1.41K - $1.59K
|
8.23K
$387K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
49New |
$1.41K - $1.59K
|
49
$2.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
45New |
$1.3K - $1.46K
|
45
$2.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.13% |
$1.27K - $1.42K
|
33.9K
$1.59M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
41+ 1.61% |
$1.18K - $1.33K
|
2.59K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40New |
$1.15K - $1.29K
|
40
$1.88K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
29+ 19.33% |
$835 - $938
|
179
$8.41K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26New |
$749 - $841
|
26
$1.22K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
11+ 1.67% |
$317 - $356
|
669
$31.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7+ 0.07% |
$202 - $227
|
9.53K
$448K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.96% |
$86.4 - $97.1
|
317
$14.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.94% |
$57.6 - $64.7
|
214
$10.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.53% |
$28.8 - $32.4
|
188
$8.84K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 12.5% |
$28.8 - $32.4
|
9
$423
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.03% |
$28.8 - $32.4
|
3.03K
$142K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-10- 0.07% |
$288 - $324
|
13.9K
$652K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-40- 2.88% |
$1.15K - $1.29K
|
1.35K
$63.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56- 12.93% |
$1.61K - $1.81K
|
377
$17.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-58- 0.09% |
$1.67K - $1.88K
|
62.8K
$2.95M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-80- 47.06% |
$2.3K - $2.59K
|
90
$4.23K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-82- 2.79% |
$2.36K - $2.65K
|
2.85K
$134K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-83- 9.62% |
$2.39K - $2.69K
|
780
$36.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100Closed |
$2.88K - $3.24K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-137Closed |
$3.94K - $4.43K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-170Closed |
$4.89K - $5.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-174Closed |
$5.01K - $5.63K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-175- 4.3% |
$5.04K - $5.66K
|
3.9K
$183K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-200- 17.36% |
$5.76K - $6.47K
|
952
$44.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-203- 2.72% |
$5.84K - $6.57K
|
7.27K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-232- 1.66% |
$6.68K - $7.51K
|
13.7K
$646K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-263- 2.13% |
$7.57K - $8.51K
|
12.1K
$569K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-264- 0.93% |
$7.6K - $8.54K
|
28.1K
$1.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-320Closed |
$9.21K - $10.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-354Closed |
$10.2K - $11.5K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-359- 8.04% |
$10.3K - $11.6K
|
4.11K
$193K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-375- 3.17% |
$10.8K - $12.1K
|
11.4K
$538K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-388Closed |
$11.2K - $12.6K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-455- 1.49% |
$13.1K - $14.7K
|
30.2K
$1.42M
|