Purchases and Sales Made in Q4 2021 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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
|
Truist Financial Corp
|
BUY
|
- |
174+ 6.11% |
$21.9K - $24.7K
|
3.02K
$394K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
151New |
$19K - $21.4K
|
151
$19.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
134New |
$16.9K - $19K
|
134
$17.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
111+ 1.79% |
$14K - $15.7K
|
6.3K
$822K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
100+ 2.38% |
$12.6K - $14.2K
|
4.3K
$561K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
90+ 1.99% |
$11.3K - $12.8K
|
4.6K
$600K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
72+ 0.96% |
$9.06K - $10.2K
|
7.54K
$983K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 7.92% |
$7.55K - $8.5K
|
818
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54+ 0.97% |
$6.8K - $7.65K
|
5.62K
$733K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
40+ 3.96% |
$5.03K - $5.67K
|
1.05K
$137K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40New |
$5.03K - $5.67K
|
40
$5.21K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
37New |
$4.66K - $5.24K
|
37
$4.82K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
30+ 150.0% |
$3.78K - $4.25K
|
50
$6.52K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 1.35% |
$3.02K - $3.4K
|
1.8K
$235K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20+ 2.99% |
$2.52K - $2.83K
|
689
$89.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
19+ 0.94% |
$2.39K - $2.69K
|
2.03K
$265K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
15+ 0.56% |
$1.89K - $2.13K
|
2.68K
$350K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$629 - $709
|
5.16K
$673K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4+ 0.2% |
$503 - $567
|
2.03K
$265K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3+ 0.09% |
$378 - $425
|
3.5K
$456K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.59% |
$378 - $425
|
509
$66.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.6% |
$378 - $425
|
503
$65.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3+ 0.14% |
$378 - $425
|
2.09K
$272K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$126 - $142
|
513
$66.9K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$126 - $142
|
1
$130
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-5- 0.08% |
$629 - $709
|
6.64K
$865K
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
SELL
|
- |
-5- 1.01% |
$629 - $709
|
490
$63.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5- 0.21% |
$629 - $709
|
2.43K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.29% |
$629 - $709
|
1.75K
$228K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6- 0.96% |
$755 - $850
|
621
$81K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9Closed |
$1.13K - $1.28K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.93% |
$1.26K - $1.42K
|
1.07K
$139K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-11- 1.76% |
$1.38K - $1.56K
|
613
$79.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12- 0.27% |
$1.51K - $1.7K
|
4.4K
$574K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-15Closed |
$1.89K - $2.13K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-17- 0.27% |
$2.14K - $2.41K
|
6.35K
$828K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-38Closed |
$4.78K - $5.39K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.76% |
$5.66K - $6.38K
|
5.85K
$763K
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-52- 1.99% |
$6.54K - $7.37K
|
2.56K
$333K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-53- 2.46% |
$6.67K - $7.51K
|
2.1K
$274K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-65- 2.48% |
$8.18K - $9.21K
|
2.56K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-66- 2.86% |
$8.31K - $9.35K
|
2.24K
$292K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-70- 12.99% |
$8.81K - $9.92K
|
469
$61.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-97- 5.46% |
$12.2K - $13.7K
|
1.68K
$219K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-100- 3.13% |
$12.6K - $14.2K
|
3.1K
$404K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-100- 0.94% |
$12.6K - $14.2K
|
10.6K
$1.38M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-119- 5.97% |
$15K - $16.9K
|
1.88K
$244K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-121- 3.88% |
$15.2K - $17.1K
|
3K
$391K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-139- 4.3% |
$17.5K - $19.7K
|
3.09K
$403K
|