Purchases and Sales Made in Q4 2021 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) 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 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.56KNew |
$423K - $470K
|
1.56K
$87.8K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 45.51% |
$372K - $413K
|
4.37K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.35KNew |
$367K - $408K
|
1.35K
$76K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.33K+ 3.27% |
$360K - $400K
|
41.8K
$2.36M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.26KNew |
$341K - $379K
|
1.26K
$70.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.21K+ 99.75% |
$330K - $366K
|
2.43K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.2K+ 80.0% |
$326K - $362K
|
2.7K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.13KNew |
$308K - $342K
|
1.13K
$63.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.1K+ 110.0% |
$299K - $332K
|
2.1K
$118K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.1KNew |
$298K - $331K
|
1.1K
$61.9K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.09K+ 2.69% |
$295K - $328K
|
41.4K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.08KNew |
$292K - $325K
|
1.08K
$60.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.04KNew |
$282K - $313K
|
1.04K
$58.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.04KNew |
$282K - $313K
|
1.04K
$58.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
946+ 110.77% |
$257K - $286K
|
1.8K
$101K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
920+ 55.69% |
$250K - $278K
|
2.57K
$145K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
876New |
$238K - $264K
|
876
$49.3K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
854New |
$232K - $258K
|
854
$48.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
806New |
$219K - $243K
|
806
$45.4K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
775+ 26.88% |
$211K - $234K
|
3.66K
$206K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
747New |
$203K - $226K
|
747
$42.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
718New |
$195K - $217K
|
718
$40.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
709New |
$193K - $214K
|
709
$39.9K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
702+ 16.36% |
$191K - $212K
|
4.99K
$281K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
701New |
$191K - $212K
|
701
$39.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
684+ 23.7% |
$186K - $206K
|
3.57K
$201K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
684New |
$186K - $206K
|
684
$38.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
682+ 30.75% |
$185K - $206K
|
2.9K
$163K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
680New |
$185K - $205K
|
680
$38.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
670New |
$182K - $202K
|
670
$37.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
610+ 1.88% |
$166K - $184K
|
33K
$1.86M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
607+ 49.96% |
$165K - $183K
|
1.82K
$103K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
593New |
$161K - $179K
|
593
$33.4K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
579+ 14.83% |
$157K - $175K
|
4.48K
$253K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
565+ 10.28% |
$154K - $171K
|
6.06K
$341K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
483+ 0.69% |
$131K - $146K
|
70.4K
$3.97M
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
459+ 9.27% |
$125K - $139K
|
5.41K
$305K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
444+ 23.25% |
$121K - $134K
|
2.35K
$133K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
430New |
$117K - $130K
|
430
$24.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
423+ 1.93% |
$115K - $128K
|
22.4K
$1.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
405+ 1.71% |
$110K - $122K
|
24.1K
$1.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
400+ 0.45% |
$109K - $121K
|
89.5K
$5.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
391+ 4.68% |
$106K - $118K
|
8.74K
$492K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
381New |
$104K - $115K
|
381
$21.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
362+ 6.98% |
$98.4K - $109K
|
5.55K
$313K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
331+ 11.98% |
$90K - $99.9K
|
3.09K
$174K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
322New |
$87.5K - $97.2K
|
322
$18.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
307+ 5.85% |
$83.4K - $92.7K
|
5.55K
$313K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
300New |
$81.5K - $90.6K
|
300
$16.9K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
296+ 38.85% |
$80.5K - $89.4K
|
1.06K
$59.6K
|