Purchases and Sales Made in Q4 2021 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.82K+ 3.7% |
$188K - $211K
|
51K
$5.12M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.81KNew |
$186K - $210K
|
1.81K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.8KNew |
$186K - $209K
|
1.8K
$181K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.8KNew |
$186K - $209K
|
1.8K
$181K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.8KNew |
$185K - $208K
|
1.8K
$180K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.79KNew |
$185K - $208K
|
1.79K
$180K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.78KNew |
$183K - $206K
|
1.78K
$178K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.73KNew |
$178K - $200K
|
1.73K
$173K
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.72KNew |
$177K - $200K
|
1.72K
$173K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.69K+ 6.64% |
$174K - $196K
|
27.1K
$2.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.67K+ 24.45% |
$172K - $193K
|
8.48K
$851K
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.65KNew |
$170K - $192K
|
1.65K
$166K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.6K+ 11.51% |
$164K - $185K
|
15.5K
$1.55M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.57KNew |
$162K - $182K
|
1.57K
$158K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.54K+ 8.14% |
$159K - $179K
|
20.5K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.52K+ 10.39% |
$156K - $176K
|
16.1K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.51KNew |
$156K - $175K
|
1.51K
$152K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.5K+ 7.08% |
$155K - $175K
|
22.7K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.41K+ 5.59% |
$145K - $164K
|
26.7K
$2.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.4K+ 52.43% |
$144K - $163K
|
4.07K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.36K+ 27.5% |
$140K - $158K
|
6.32K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.35K+ 4.08% |
$139K - $157K
|
34.4K
$3.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.34K+ 6.53% |
$138K - $156K
|
21.9K
$2.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.25K+ 10.67% |
$129K - $145K
|
13K
$1.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.21K+ 1.18% |
$125K - $141K
|
104K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.2K+ 49.81% |
$123K - $139K
|
3.6K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.17K+ 2.59% |
$120K - $135K
|
46.1K
$4.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 43.0% |
$113K - $128K
|
3.66K
$367K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.06KNew |
$109K - $123K
|
1.06K
$106K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.03K+ 3.1% |
$106K - $119K
|
34.1K
$3.42M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.02KNew |
$105K - $118K
|
1.02K
$102K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1KNew |
$103K - $116K
|
1K
$100K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
985+ 14.85% |
$101K - $114K
|
7.62K
$765K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
971+ 5.21% |
$100K - $113K
|
19.6K
$1.97M
|
|
|
Jan 25, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
954+ 0.53% |
$98.3K - $111K
|
181K
$18.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
942New |
$97.1K - $109K
|
942
$94.5K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
871+ 39.06% |
$89.7K - $101K
|
3.1K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
828+ 3.05% |
$85.3K - $96.2K
|
27.9K
$2.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
798+ 1.48% |
$82.2K - $92.7K
|
54.9K
$5.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
768+ 2.7% |
$79.1K - $89.2K
|
29.2K
$2.93M
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
744+ 21.66% |
$76.7K - $86.4K
|
4.18K
$419K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
654+ 9.14% |
$67.4K - $76K
|
7.81K
$784K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
618+ 3635.29% |
$63.7K - $71.8K
|
635
$63.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
596New |
$61.4K - $69.2K
|
596
$59.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
580New |
$59.8K - $67.4K
|
580
$58.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
521+ 2.08% |
$53.7K - $60.5K
|
25.5K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
512+ 6.45% |
$52.8K - $59.5K
|
8.46K
$849K
|
|
|
Feb 08, 2022
Q4 2021
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
500New |
$51.5K - $58.1K
|
500
$50.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
466+ 0.35% |
$48K - $54.1K
|
134K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
401New |
$41.3K - $46.6K
|
401
$40.2K
|