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 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.39K- 77.21% |
$97.7K - $110K
|
1K
$47.1K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.51KClosed |
$101K - $114K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.75KClosed |
$108K - $121K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.94K- 9.05% |
$114K - $128K
|
39.6K
$1.86M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.1K- 14.88% |
$118K - $133K
|
23.5K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.36K- 5.36% |
$126K - $141K
|
77K
$3.62M
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-4.39K- 9.85% |
$126K - $142K
|
40.1K
$1.89M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.72K- 1.37% |
$136K - $153K
|
340K
$16M
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-4.87K- 4.38% |
$140K - $157K
|
106K
$5M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.11KClosed |
$147K - $165K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-5.24K- 19.69% |
$151K - $169K
|
21.4K
$1M
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.39KClosed |
$155K - $174K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.45K- 15.68% |
$157K - $176K
|
29.3K
$1.38M
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.59K- 5.67% |
$161K - $181K
|
93.1K
$4.38M
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.62K- 19.63% |
$162K - $182K
|
23K
$1.08M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.92K- 4.66% |
$170K - $191K
|
121K
$5.7M
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-6.33K- 13.48% |
$182K - $205K
|
40.6K
$1.91M
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-6.47K- 33.67% |
$186K - $209K
|
12.7K
$599K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-6.5K- 10.76% |
$187K - $210K
|
54K
$2.54M
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.56K- 11.95% |
$189K - $212K
|
48.3K
$2.27M
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-6.65K- 4.92% |
$191K - $215K
|
129K
$6.04M
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-7.11KClosed |
$205K - $230K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-7.31K- 8.43% |
$210K - $237K
|
79.4K
$3.73M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.88KClosed |
$227K - $255K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.93K- 30.52% |
$228K - $257K
|
18.1K
$849K
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8KClosed |
$230K - $259K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8.04K- 5.57% |
$232K - $260K
|
136K
$6.41M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.13KClosed |
$234K - $263K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8.34KClosed |
$240K - $270K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.78K- 2.82% |
$253K - $284K
|
303K
$14.2M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.97KClosed |
$258K - $290K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-9.16K- 31.25% |
$264K - $296K
|
20.2K
$947K
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.9K- 11.4% |
$285K - $320K
|
76.9K
$3.62M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.2K- 55.23% |
$293K - $329K
|
8.25K
$388K
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10.6K- 5.42% |
$305K - $343K
|
185K
$8.71M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-10.9K- 9.32% |
$313K - $352K
|
106K
$4.98M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11K- 7.07% |
$318K - $357K
|
145K
$6.82M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-12.4K- 4.93% |
$358K - $402K
|
240K
$11.3M
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.9K- 8.37% |
$371K - $417K
|
141K
$6.63M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.3K- 20.37% |
$382K - $429K
|
51.9K
$2.44M
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-13.8K- 4.66% |
$396K - $445K
|
282K
$13.2M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.6K- 16.99% |
$421K - $473K
|
71.4K
$3.36M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.1K- 41.24% |
$433K - $487K
|
21.4K
$1.01M
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-16.5K- 11.86% |
$474K - $533K
|
122K
$5.76M
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-17K- 13.67% |
$489K - $549K
|
107K
$5.04M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-18.1K- 3.44% |
$521K - $585K
|
508K
$23.9M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-18.9K- 6.79% |
$543K - $611K
|
259K
$12.2M
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-20.3K- 5.02% |
$586K - $658K
|
385K
$18.1M
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-21.9K- 22.69% |
$632K - $710K
|
74.8K
$3.51M
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-22.8K- 12.25% |
$656K - $738K
|
163K
$7.68M
|