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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
47+ 1.3% |
$4.84K - $5.46K
|
3.68K
$369K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
45+ 3.07% |
$4.64K - $5.23K
|
1.51K
$152K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
44New |
$4.53K - $5.11K
|
44
$4.42K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
42+ 0.24% |
$4.33K - $4.88K
|
17.3K
$1.74M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
42+ 1.93% |
$4.33K - $4.88K
|
2.21K
$222K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
40+ 1.37% |
$4.12K - $4.65K
|
2.97K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 1.04% |
$4.02K - $4.53K
|
3.77K
$379K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
39New |
$4.02K - $4.53K
|
39
$3.91K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
33New |
$3.4K - $3.83K
|
33
$3.31K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
33+ 0.55% |
$3.4K - $3.83K
|
6.07K
$609K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30New |
$3.09K - $3.48K
|
30
$3.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
29+ 9.03% |
$2.99K - $3.37K
|
350
$35.1K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.27% |
$2.78K - $3.14K
|
10K
$1.01M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 0.39% |
$2.37K - $2.67K
|
5.9K
$592K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
23New |
$2.37K - $2.67K
|
23
$2.31K
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
21+ 0.38% |
$2.16K - $2.44K
|
5.61K
$563K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
20+ 0.11% |
$2.06K - $2.32K
|
17.5K
$1.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
20+ 0.29% |
$2.06K - $2.32K
|
7K
$703K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
20+ 8.51% |
$2.06K - $2.32K
|
255
$25.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19+ 0.9% |
$1.96K - $2.21K
|
2.13K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
19New |
$1.96K - $2.21K
|
19
$1.91K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$1.75K - $1.97K
|
17
$1.71K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
16+ 0.1% |
$1.65K - $1.86K
|
15.5K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16+ 33.33% |
$1.65K - $1.86K
|
64
$6.42K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15New |
$1.55K - $1.74K
|
15
$1.51K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
13New |
$1.34K - $1.51K
|
13
$1.3K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
11+ 0.4% |
$1.13K - $1.28K
|
2.78K
$279K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11+ 0.36% |
$1.13K - $1.28K
|
3.09K
$310K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
9+ 4.62% |
$927 - $1.05K
|
204
$20.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
7New |
$721 - $813
|
7
$703
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7+ 0.16% |
$721 - $813
|
4.37K
$438K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 14.29% |
$515 - $581
|
40
$4.01K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.49% |
$515 - $581
|
1.03K
$104K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$309 - $348
|
2.41K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3+ 1.49% |
$309 - $348
|
205
$20.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.09% |
$206 - $232
|
2.2K
$221K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.88% |
$103 - $116
|
115
$11.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.69% |
$103 - $116
|
145
$14.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$103 - $116
|
13.8K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.05% |
$103 - $116
|
96
$9.63K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-1- 0.01% |
$103 - $116
|
14K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2- 0.05% |
$206 - $232
|
3.79K
$380K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2- 0.06% |
$206 - $232
|
3.43K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4Closed |
$412 - $465
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5Closed |
$515 - $581
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9Closed |
$927 - $1.05K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9- 13.43% |
$927 - $1.05K
|
58
$5.82K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10- 0.12% |
$1.03K - $1.16K
|
8.41K
$844K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-14- 1.79% |
$1.44K - $1.63K
|
769
$77.2K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-14Closed |
$1.44K - $1.63K
|
0
$0
|