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 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-525- 2.54% |
$15.1K - $17K
|
20.1K
$946K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-533- 12.6% |
$15.3K - $17.2K
|
3.7K
$174K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-539- 3.95% |
$15.5K - $17.4K
|
13.1K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-563- 4.66% |
$16.2K - $18.2K
|
11.5K
$541K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-600Closed |
$17.3K - $19.4K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-612- 3.16% |
$17.6K - $19.8K
|
18.7K
$881K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-641- 10.52% |
$18.5K - $20.7K
|
5.45K
$256K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-649- 6.69% |
$18.7K - $21K
|
9.05K
$426K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-730- 80.93% |
$21K - $23.6K
|
172
$8.09K
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-742- 31.31% |
$21.4K - $24K
|
1.63K
$76.5K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-757- 1.97% |
$21.8K - $24.5K
|
37.6K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-762- 3.78% |
$21.9K - $24.7K
|
19.4K
$913K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-860Closed |
$24.8K - $27.8K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-885- 8.92% |
$25.5K - $28.6K
|
9.03K
$425K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-928- 9.56% |
$26.7K - $30K
|
8.78K
$413K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-967- 2.15% |
$27.8K - $31.3K
|
44K
$2.07M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-994- 1.47% |
$28.6K - $32.2K
|
66.5K
$3.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1K- 39.51% |
$28.8K - $32.4K
|
1.53K
$72K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.07K- 99.72% |
$30.9K - $34.7K
|
3
$141
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.13K- 5.82% |
$32.6K - $36.6K
|
18.3K
$860K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.13K- 5.82% |
$32.6K - $36.6K
|
18.3K
$860K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.14KClosed |
$32.8K - $36.9K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-1.18K- 3.07% |
$33.9K - $38.2K
|
37.2K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.22KClosed |
$35.2K - $39.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.33K- 11.28% |
$38.3K - $43K
|
10.4K
$491K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.4K- 1.27% |
$40.2K - $45.2K
|
109K
$5.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.43K- 3.84% |
$41.2K - $46.3K
|
35.9K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.6KClosed |
$46.1K - $51.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.6KClosed |
$46.2K - $51.9K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.6K- 5.34% |
$46.2K - $51.9K
|
28.4K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.63K- 3.02% |
$46.8K - $52.6K
|
52.2K
$2.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-1.65K- 8.92% |
$47.6K - $53.5K
|
16.9K
$794K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.81K- 1.65% |
$52.1K - $58.6K
|
108K
$5.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.87K- 14.63% |
$53.7K - $60.4K
|
10.9K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.9K- 16.66% |
$54.6K - $61.3K
|
9.48K
$446K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.9K- 16.76% |
$54.6K - $61.4K
|
9.43K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.93K- 20.13% |
$55.6K - $62.5K
|
7.66K
$360K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 1.23% |
$57.2K - $64.3K
|
159K
$7.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.09K- 80.1% |
$60.3K - $67.7K
|
520
$24.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.17K- 1.2% |
$62.4K - $70.1K
|
178K
$8.36M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 1.61% |
$64.5K - $72.5K
|
137K
$6.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.39K- 13.47% |
$68.8K - $77.3K
|
15.4K
$722K
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.58K- 7.11% |
$74.1K - $83.3K
|
33.7K
$1.58M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-2.59K- 5.32% |
$74.6K - $83.9K
|
46.2K
$2.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.6KClosed |
$74.9K - $84.2K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-2.75K- 17.71% |
$79.1K - $89K
|
12.8K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.77K- 26.18% |
$79.7K - $89.6K
|
7.81K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.89K- 28.68% |
$83.2K - $93.5K
|
7.18K
$338K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3K- 13.7% |
$86.4K - $97.1K
|
18.9K
$888K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.11K- 8.36% |
$89.5K - $101K
|
34.1K
$1.6M
|