Purchases and Sales Made in Q4 2021 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) 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 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.49K+ 199.67% |
$456K - $496K
|
8.24K
$955K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.33KNew |
$443K - $481K
|
5.33K
$617K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.16K+ 13.35% |
$428K - $465K
|
43.8K
$5.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.92KNew |
$409K - $444K
|
4.92K
$570K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.85KNew |
$403K - $438K
|
4.85K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
4.79KNew |
$397K - $432K
|
4.79K
$554K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
4.21KNew |
$350K - $380K
|
4.21K
$488K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.19KNew |
$348K - $378K
|
4.19K
$485K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.11K+ 32.11% |
$341K - $371K
|
16.9K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.93KNew |
$326K - $355K
|
3.93K
$455K
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.85KNew |
$319K - $347K
|
3.85K
$445K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.75KNew |
$311K - $338K
|
3.75K
$434K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.7KNew |
$307K - $334K
|
3.7K
$429K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.58KNew |
$298K - $323K
|
3.58K
$415K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.46KNew |
$287K - $312K
|
3.46K
$401K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.46KNew |
$287K - $312K
|
3.46K
$401K
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.46KNew |
$287K - $312K
|
3.46K
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.44K+ 92.0% |
$286K - $310K
|
7.18K
$831K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.41K+ 10.21% |
$283K - $307K
|
36.8K
$4.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.32K+ 44.92% |
$275K - $299K
|
10.7K
$1.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.23KNew |
$268K - $291K
|
3.23K
$374K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.22K+ 33.13% |
$267K - $291K
|
12.9K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3K+ 70.84% |
$249K - $271K
|
7.24K
$838K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.85KNew |
$237K - $257K
|
2.85K
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$233K - $253K
|
2.8K
$325K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
2.77KNew |
$230K - $250K
|
2.77K
$321K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.75K+ 9.04% |
$228K - $248K
|
33.2K
$3.84M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.73KNew |
$227K - $247K
|
2.73K
$317K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
2.73K+ 86.13% |
$227K - $247K
|
5.9K
$684K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.64K+ 293.33% |
$219K - $238K
|
3.54K
$410K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.61K+ 39.41% |
$217K - $236K
|
9.25K
$1.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.59K+ 4.01% |
$215K - $234K
|
67.2K
$7.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.56KNew |
$213K - $231K
|
2.56K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.53K+ 30.83% |
$210K - $229K
|
10.8K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.4K+ 8.79% |
$199K - $217K
|
29.7K
$3.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.38KNew |
$198K - $215K
|
2.38K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.3KNew |
$191K - $208K
|
2.3K
$267K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
2.25KNew |
$186K - $203K
|
2.25K
$260K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
2.09KNew |
$174K - $189K
|
2.09K
$242K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
2.03K+ 26.2% |
$168K - $183K
|
9.76K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.02K+ 3.61% |
$168K - $182K
|
58K
$6.72M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.66KNew |
$138K - $150K
|
1.66K
$192K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.64K+ 16.4% |
$136K - $148K
|
11.6K
$1.35M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.57K+ 14.03% |
$130K - $141K
|
12.7K
$1.48M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$125K - $135K
|
1.5K
$174K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.46K+ 452.48% |
$121K - $131K
|
1.78K
$206K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.41K+ 29.38% |
$117K - $127K
|
6.21K
$719K
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 40.9% |
$113K - $123K
|
4.69K
$543K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.32K+ 7.72% |
$110K - $119K
|
18.4K
$2.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.31K+ 15.44% |
$109K - $118K
|
9.79K
$1.13M
|