Purchases and Sales Made in Q4 2021 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) 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 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
635+ 27.08% |
$68.4K - $75.3K
|
2.98K
$439K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
546+ 8.68% |
$58.8K - $64.7K
|
6.84K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
532+ 4.97% |
$57.3K - $63.1K
|
11.2K
$1.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
513+ 11.97% |
$55.2K - $60.8K
|
4.8K
$707K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
386New |
$41.6K - $45.8K
|
386
$56.9K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
369+ 2.58% |
$39.7K - $43.7K
|
14.7K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
353+ 4.49% |
$38K - $41.8K
|
8.21K
$1.21M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
340+ 3.66% |
$36.6K - $40.3K
|
9.63K
$1.42M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
304+ 12.37% |
$32.7K - $36K
|
2.76K
$407K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
301+ 7.69% |
$32.4K - $35.7K
|
4.22K
$622K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
268+ 2.0% |
$28.9K - $31.8K
|
13.7K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
246+ 1.42% |
$26.5K - $29.2K
|
17.6K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
237+ 0.69% |
$25.5K - $28.1K
|
34.7K
$5.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
222+ 1.45% |
$23.9K - $26.3K
|
15.5K
$2.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
202+ 7.0% |
$21.8K - $23.9K
|
3.09K
$455K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
200+ 2.92% |
$21.5K - $23.7K
|
7.05K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
186+ 0.31% |
$20K - $22K
|
60.1K
$8.85M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
175+ 8.44% |
$18.8K - $20.7K
|
2.25K
$332K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
148+ 1.97% |
$15.9K - $17.5K
|
7.67K
$1.13M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
112New |
$12.1K - $13.3K
|
112
$16.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
105+ 0.91% |
$11.3K - $12.4K
|
11.7K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
94New |
$10.1K - $11.1K
|
94
$13.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
61New |
$6.57K - $7.23K
|
61
$8.99K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
50New |
$5.38K - $5.93K
|
50
$7.37K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
50+ 0.59% |
$5.38K - $5.93K
|
8.59K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
43+ 0.43% |
$4.63K - $5.1K
|
10.1K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
40+ 0.23% |
$4.31K - $4.74K
|
17.2K
$2.54M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
35New |
$3.77K - $4.15K
|
35
$5.16K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
23+ 0.59% |
$2.48K - $2.73K
|
3.92K
$577K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22New |
$2.37K - $2.61K
|
22
$3.24K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.62% |
$2.15K - $2.37K
|
3.26K
$480K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
17+ 0.12% |
$1.83K - $2.02K
|
14.3K
$2.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
16+ 0.22% |
$1.72K - $1.9K
|
7.38K
$1.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15+ 0.16% |
$1.62K - $1.78K
|
9.68K
$1.43M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
14+ 2.46% |
$1.51K - $1.66K
|
584
$86.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10+ 0.29% |
$1.08K - $1.19K
|
3.43K
$505K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.11% |
$323 - $356
|
2.71K
$399K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$323 - $356
|
3.65K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.25% |
$323 - $356
|
1.21K
$178K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.71% |
$215 - $237
|
282
$41.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2+ 0.05% |
$215 - $237
|
3.69K
$544K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 1.23% |
$108 - $119
|
82
$12.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.01% |
$108 - $119
|
8K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-1- 0.05% |
$108 - $119
|
2.1K
$310K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.5% |
$431 - $474
|
792
$117K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 3.7% |
$646 - $711
|
156
$23K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7- 0.24% |
$754 - $830
|
2.85K
$421K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15- 0.64% |
$1.62K - $1.78K
|
2.33K
$344K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17- 58.62% |
$1.83K - $2.02K
|
12
$1.77K
|