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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-141- 3.95% |
$17.7K - $20K
|
3.43K
$447K
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-153- 1.35% |
$19.3K - $21.7K
|
11.2K
$1.46M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-175- 23.12% |
$22K - $24.8K
|
582
$75.9K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-201Closed |
$25.3K - $28.5K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-235Closed |
$29.6K - $33.3K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-236- 1.89% |
$29.7K - $33.4K
|
12.3K
$1.6M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-237- 4.59% |
$29.8K - $33.6K
|
4.93K
$643K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-247- 58.95% |
$31.1K - $35K
|
172
$22.4K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-265- 0.79% |
$33.4K - $37.6K
|
33.1K
$4.32M
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-299- 7.24% |
$37.6K - $42.4K
|
3.83K
$500K
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-310- 2.41% |
$39K - $43.9K
|
12.6K
$1.64M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-351- 2.87% |
$44.2K - $49.7K
|
11.9K
$1.55M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-397- 10.42% |
$50K - $56.3K
|
3.41K
$445K
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-397- 10.42% |
$50K - $56.3K
|
3.41K
$445K
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-458Closed |
$57.6K - $64.9K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-527- 10.24% |
$66.3K - $74.7K
|
4.62K
$602K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-551- 65.05% |
$69.3K - $78.1K
|
296
$38.6K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-575- 24.14% |
$72.4K - $81.5K
|
1.81K
$236K
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-682- 18.13% |
$85.8K - $96.7K
|
3.08K
$401K
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-685- 6.19% |
$86.2K - $97.1K
|
10.4K
$1.35M
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.3K- 31.31% |
$163K - $184K
|
2.84K
$370K
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.47K- 19.9% |
$185K - $208K
|
5.92K
$772K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-1.79K- 43.04% |
$225K - $254K
|
2.37K
$309K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.05KClosed |
$258K - $290K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.26KClosed |
$284K - $320K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.38K- 32.65% |
$299K - $337K
|
4.91K
$640K
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.85KClosed |
$358K - $404K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.14KClosed |
$395K - $445K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.49K- 27.41% |
$439K - $494K
|
9.24K
$1.2M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.58K- 37.67% |
$450K - $507K
|
5.92K
$771K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-3.59K- 39.0% |
$452K - $509K
|
5.62K
$733K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.63K- 12.39% |
$457K - $514K
|
25.7K
$3.35M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.69KClosed |
$465K - $524K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.35KClosed |
$547K - $616K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.88K- 2.95% |
$614K - $692K
|
160K
$20.9M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.98KClosed |
$627K - $706K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.04KClosed |
$634K - $714K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.39KClosed |
$678K - $763K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.27K- 25.93% |
$1.04M - $1.17M
|
23.6K
$3.08M
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-9.55KClosed |
$1.2M - $1.35M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.57K- 21.81% |
$1.2M - $1.36M
|
34.3K
$4.47M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.4KClosed |
$1.31M - $1.47M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-15.1KClosed |
$1.9M - $2.14M
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.6K- 87.22% |
$1.96M - $2.2M
|
2.28K
$297K
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-21.1K- 61.24% |
$2.66M - $2.99M
|
13.4K
$1.74M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.8K- 22.72% |
$2.87M - $3.23M
|
77.6K
$10.1M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.2K- 97.21% |
$3.05M - $3.43M
|
694
$90.5K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-25.9K- 68.72% |
$3.26M - $3.67M
|
11.8K
$1.54M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-28.9KClosed |
$3.64M - $4.1M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.5KClosed |
$3.72M - $4.19M
|
0
$0
|