Purchases and Sales Made in Q4 2021 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
919+ 12.25% |
$53.9K - $60.8K
|
8.42K
$423K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
884New |
$51.9K - $58.4K
|
884
$44.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
767+ 0.48% |
$45K - $50.7K
|
161K
$8.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
750+ 13.13% |
$44K - $49.6K
|
6.46K
$325K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
740+ 2.19% |
$43.4K - $48.9K
|
34.5K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
700+ 205.28% |
$41.1K - $46.3K
|
1.04K
$52.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
678+ 2.35% |
$39.8K - $44.8K
|
29.6K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
643+ 3.13% |
$37.7K - $42.5K
|
21.2K
$1.06M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
604+ 60.4% |
$35.4K - $39.9K
|
1.6K
$80.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
527New |
$30.9K - $34.8K
|
527
$26.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
516+ 17.63% |
$30.3K - $34.1K
|
3.44K
$173K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
448New |
$26.3K - $29.6K
|
448
$22.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
325+ 20.67% |
$19.1K - $21.5K
|
1.9K
$95.4K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
280New |
$16.4K - $18.5K
|
280
$14.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
275New |
$16.1K - $18.2K
|
275
$13.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
244+ 5.08% |
$14.3K - $16.1K
|
5.04K
$254K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
213+ 4.1% |
$12.5K - $14.1K
|
5.4K
$272K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
212+ 4.55% |
$12.4K - $14K
|
4.87K
$245K
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
185+ 2.29% |
$10.9K - $12.2K
|
8.25K
$415K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
150+ 0.82% |
$8.8K - $9.92K
|
18.4K
$925K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
149+ 1.24% |
$8.74K - $9.85K
|
12.2K
$612K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
137+ 1.81% |
$8.04K - $9.06K
|
7.72K
$388K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
129+ 0.68% |
$7.57K - $8.53K
|
19.1K
$963K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$5.87K - $6.61K
|
100
$5.03K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
95New |
$5.57K - $6.28K
|
95
$4.78K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
91+ 10.11% |
$5.34K - $6.02K
|
991
$49.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
89New |
$5.22K - $5.88K
|
89
$4.47K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
89New |
$5.22K - $5.88K
|
89
$4.47K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
78New |
$4.58K - $5.16K
|
78
$3.92K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
69New |
$4.05K - $4.56K
|
69
$3.47K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
45+ 0.23% |
$2.64K - $2.97K
|
19.6K
$984K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
42+ 0.65% |
$2.46K - $2.78K
|
6.52K
$328K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
40+ 0.98% |
$2.35K - $2.64K
|
4.13K
$208K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 10.29% |
$2.11K - $2.38K
|
386
$19.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
33New |
$1.94K - $2.18K
|
33
$1.66K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.34% |
$939 - $1.06K
|
4.75K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
13New |
$763 - $859
|
13
$654
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.3% |
$704 - $793
|
4.05K
$204K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4New |
$235 - $264
|
4
$201
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.4% |
$176 - $198
|
760
$38.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-18- 1.12% |
$1.06K - $1.19K
|
1.59K
$79.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32- 0.7% |
$1.88K - $2.12K
|
4.56K
$229K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-52Closed |
$3.05K - $3.44K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 0.39% |
$3.34K - $3.77K
|
14.7K
$737K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-71- 7.4% |
$4.16K - $4.69K
|
889
$44.7K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-95- 1.59% |
$5.57K - $6.28K
|
5.9K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-127- 1.84% |
$7.45K - $8.4K
|
6.79K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-130- 3.18% |
$7.63K - $8.59K
|
3.96K
$199K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-163- 2.03% |
$9.56K - $10.8K
|
7.85K
$395K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-200Closed |
$11.7K - $13.2K
|
0
$0
|