Purchases and Sales Made in Q4 2021 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
247K+ 43.34% |
$25.8M - $28.6M
|
815K
$118M
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
212KNew |
$22.2M - $24.6M
|
212K
$30.5M
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
132KNew |
$13.9M - $15.4M
|
132K
$19.1M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
57.6KNew |
$6.03M - $6.69M
|
57.6K
$8.3M
|
|
Feb 15, 2022
Q4 2021
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
55.3KNew |
$5.79M - $6.42M
|
55.3K
$7.97M
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
36.2KNew |
$3.79M - $4.2M
|
36.2K
$5.22M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.2K+ 37.47% |
$3.69M - $4.09M
|
129K
$18.6M
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30.4K+ 662.9% |
$3.18M - $3.53M
|
34.9K
$5.04M
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
26KNew |
$2.73M - $3.03M
|
26K
$3.76M
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
24.8KNew |
$2.6M - $2.88M
|
24.8K
$3.58M
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
23.5KNew |
$2.46M - $2.73M
|
23.5K
$3.39M
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
17KNew |
$1.78M - $1.98M
|
17K
$2.46M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16K+ 4697.94% |
$1.67M - $1.86M
|
16.3K
$2.35M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 16.29% |
$1.58M - $1.75M
|
108K
$15.5M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 2.84% |
$1.57M - $1.74M
|
543K
$78.2M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.6KNew |
$1.52M - $1.69M
|
14.6K
$2.1M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.3K+ 4.33% |
$1.4M - $1.55M
|
321K
$46.3M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.2K+ 62.01% |
$1.39M - $1.54M
|
34.5K
$4.98M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 40.89% |
$1.21M - $1.34M
|
39.7K
$5.72M
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
9.79K+ 21.77% |
$1.03M - $1.14M
|
54.7K
$7.89M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.71K+ 169.73% |
$1.02M - $1.13M
|
15.4K
$2.22M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
9.46K+ 189.89% |
$991K - $1.1M
|
14.4K
$2.08M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.83K+ 36775.0% |
$925K - $1.03M
|
8.85K
$1.28M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.04KNew |
$843K - $934K
|
8.04K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.26K+ 8.11% |
$761K - $843K
|
96.8K
$14M
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.84K+ 3.34% |
$717K - $795K
|
212K
$30.5M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.63KNew |
$695K - $770K
|
6.63K
$956K
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
5.71KNew |
$598K - $663K
|
5.71K
$824K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
5.27KNew |
$552K - $612K
|
5.27K
$760K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
4.05KNew |
$424K - $470K
|
4.05K
$583K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.77K+ 17.31% |
$395K - $438K
|
25.5K
$3.68M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.6K+ 3.19% |
$377K - $418K
|
116K
$16.8M
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
3.19K+ 1.51% |
$334K - $370K
|
214K
$30.9M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.15K+ 13.37% |
$330K - $366K
|
26.8K
$3.86M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.05KNew |
$319K - $354K
|
3.05K
$439K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.78K+ 3.2% |
$291K - $323K
|
89.7K
$12.9M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.58KNew |
$271K - $300K
|
2.58K
$373K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
2.56K+ 15.64% |
$268K - $297K
|
18.9K
$2.73M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.46K+ 3.44% |
$257K - $285K
|
73.8K
$10.6M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.38K+ 3.65% |
$250K - $277K
|
67.8K
$9.77M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34K+ 25.37% |
$245K - $272K
|
11.6K
$1.67M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.11K+ 9.35% |
$221K - $245K
|
24.7K
$3.56M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.1KNew |
$220K - $244K
|
2.1K
$303K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.87KNew |
$196K - $217K
|
1.87K
$269K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.86KNew |
$195K - $216K
|
1.86K
$268K
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.8KNew |
$188K - $209K
|
1.8K
$259K
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.57K+ 17.47% |
$164K - $182K
|
10.5K
$1.52M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.43KNew |
$149K - $166K
|
1.43K
$206K
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.39K+ 2.52% |
$145K - $161K
|
56.5K
$8.14M
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.09K+ 30.14% |
$114K - $126K
|
4.69K
$677K
|