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 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-285- 6.67% |
$29.4K - $33.1K
|
3.99K
$400K
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-299- 5.96% |
$30.8K - $34.7K
|
4.72K
$473K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-317- 1.61% |
$32.7K - $36.8K
|
19.4K
$1.94M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-325- 35.14% |
$33.5K - $37.7K
|
600
$60.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-389- 40.73% |
$40.1K - $45.2K
|
566
$56.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-390Closed |
$40.2K - $45.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-390- 14.25% |
$40.2K - $45.3K
|
2.35K
$235K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-411- 2.37% |
$42.3K - $47.7K
|
16.9K
$1.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-444Closed |
$45.7K - $51.6K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-480- 4.09% |
$49.5K - $55.7K
|
11.3K
$1.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-514- 6.89% |
$53K - $59.7K
|
6.95K
$697K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-547- 1.0% |
$56.4K - $63.5K
|
54.2K
$5.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-555- 1.67% |
$57.2K - $64.5K
|
32.8K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-556- 15.42% |
$57.3K - $64.6K
|
3.05K
$306K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-557- 3.45% |
$57.4K - $64.7K
|
15.6K
$1.56M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-561- 69.17% |
$57.8K - $65.2K
|
250
$25.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-589- 10.36% |
$60.7K - $68.4K
|
5.09K
$511K
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-633- 6.8% |
$65.2K - $73.5K
|
8.67K
$870K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-663- 3.08% |
$68.3K - $77K
|
20.9K
$2.1M
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-690- 4.78% |
$71.1K - $80.1K
|
13.7K
$1.38M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-698- 27.05% |
$71.9K - $81.1K
|
1.88K
$189K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-757- 1.47% |
$78K - $87.9K
|
50.9K
$5.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-792- 5.26% |
$81.6K - $92K
|
14.3K
$1.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-821- 7.9% |
$84.6K - $95.4K
|
9.58K
$961K
|
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
SELL
|
- |
-859- 0.58% |
$88.5K - $99.8K
|
147K
$14.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-872Closed |
$89.8K - $101K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-924- 32.82% |
$95.2K - $107K
|
1.89K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-927- 23.22% |
$95.5K - $108K
|
3.07K
$308K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-939- 7.46% |
$96.7K - $109K
|
11.6K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-955- 11.75% |
$98.4K - $111K
|
7.18K
$720K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-958- 9.26% |
$98.7K - $111K
|
9.39K
$942K
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-977- 1.59% |
$101K - $113K
|
60.3K
$6.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-995- 12.05% |
$103K - $116K
|
7.27K
$729K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.01K- 82.59% |
$104K - $117K
|
212
$21.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.06K- 7.06% |
$109K - $123K
|
14K
$1.4M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.14K- 4.78% |
$117K - $132K
|
22.7K
$2.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.25K- 18.48% |
$129K - $145K
|
5.52K
$554K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.25K- 77.46% |
$129K - $145K
|
364
$36.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-1.32K- 13.42% |
$136K - $153K
|
8.5K
$853K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.59K- 2.54% |
$164K - $185K
|
61.1K
$6.13M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.66K- 5.49% |
$171K - $193K
|
28.6K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.78K- 12.03% |
$184K - $207K
|
13K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.91K- 15.76% |
$197K - $222K
|
10.2K
$1.02M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-1.93K- 2.85% |
$199K - $224K
|
65.8K
$6.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2K- 39.33% |
$206K - $232K
|
3.09K
$310K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.09K- 3.33% |
$215K - $242K
|
60.6K
$6.08M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.16K- 4.32% |
$222K - $251K
|
47.8K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.27K- 22.68% |
$234K - $263K
|
7.73K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 1.83% |
$239K - $270K
|
124K
$12.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.39KClosed |
$246K - $277K
|
0
$0
|