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 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.31% |
$3.12K - $3.44K
|
2.19K
$321K
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-42- 0.45% |
$4.52K - $4.98K
|
9.21K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-46- 0.55% |
$4.95K - $5.45K
|
8.39K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-50Closed |
$5.38K - $5.93K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-70- 0.26% |
$7.54K - $8.3K
|
26.7K
$3.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-94- 2.93% |
$10.1K - $11.1K
|
3.12K
$456K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-98- 0.66% |
$10.6K - $11.6K
|
14.7K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-100- 2.42% |
$10.8K - $11.9K
|
4.03K
$589K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-111- 7.33% |
$12K - $13.2K
|
1.4K
$205K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-114- 1.14% |
$12.3K - $13.5K
|
9.9K
$1.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-133- 0.98% |
$14.3K - $15.8K
|
13.5K
$1.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-142- 5.28% |
$15.3K - $16.8K
|
2.55K
$372K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-145- 5.85% |
$15.6K - $17.2K
|
2.33K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 1.63% |
$16.5K - $18.1K
|
9.21K
$1.35M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-167- 2.29% |
$18K - $19.8K
|
7.12K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-168- 0.7% |
$18.1K - $19.9K
|
23.8K
$3.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 19.34% |
$21.5K - $23.7K
|
834
$122K
|
|
|
Feb 01, 2022
Q4 2021
|
Cortland Associates Inc
|
SELL
|
- |
-222- 3.06% |
$23.9K - $26.3K
|
7.03K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-229- 0.53% |
$24.7K - $27.1K
|
42.6K
$6.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-233- 2.47% |
$25.1K - $27.6K
|
9.22K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-256- 1.09% |
$27.6K - $30.3K
|
23.2K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-303- 5.68% |
$32.6K - $35.9K
|
5.04K
$737K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-349- 12.11% |
$37.6K - $41.4K
|
2.53K
$370K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-366- 90.15% |
$39.4K - $43.4K
|
40
$5.85K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-400- 6.78% |
$43.1K - $47.4K
|
5.5K
$804K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-409- 48.57% |
$44K - $48.5K
|
433
$63.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-472Closed |
$50.8K - $56K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-606- 4.97% |
$65.3K - $71.8K
|
11.6K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-631- 2.45% |
$68K - $74.8K
|
25.1K
$3.68M
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-657- 17.67% |
$70.8K - $77.9K
|
3.06K
$448K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-907- 2.58% |
$97.7K - $108K
|
34.2K
$5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.15K- 2.65% |
$124K - $136K
|
42.2K
$6.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-1.42K- 15.46% |
$152K - $168K
|
7.74K
$1.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.89K- 48.44% |
$203K - $224K
|
2.01K
$294K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.1K- 1.1% |
$226K - $249K
|
188K
$27.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-2.44KClosed |
$263K - $289K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.5K- 6.28% |
$270K - $297K
|
37.3K
$5.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.53K- 21.38% |
$272K - $300K
|
9.3K
$1.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.53KClosed |
$272K - $300K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.65K- 8.54% |
$285K - $314K
|
28.4K
$4.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-4.3K- 2.36% |
$463K - $510K
|
178K
$26M
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
SELL
|
- |
-4.7K- 31.08% |
$506K - $557K
|
10.4K
$1.52M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.91K- 53.8% |
$528K - $582K
|
4.21K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.58K- 5.76% |
$600K - $661K
|
91.3K
$13.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.41K- 4.14% |
$905K - $997K
|
195K
$28.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-17K- 38.5% |
$1.84M - $2.02M
|
27.2K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19K- 79.51% |
$2.05M - $2.25M
|
4.9K
$716K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22.9KClosed |
$2.46M - $2.71M
|
0
$0
|