Purchases and Sales Made in Q4 2021 in Ishares Tr (IEO)
This table provides information about the institutional ownership of Ishares Tr (IEO) 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
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
160K+ 2156.07% |
$9.24M - $10.7M
|
167K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.4K+ 76.77% |
$5.05M - $5.83M
|
201K
$20.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.3K+ 102.96% |
$3.08M - $3.55M
|
105K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
44.2K+ 471.24% |
$2.56M - $2.95M
|
53.6K
$5.46M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.1K+ 270.88% |
$2.55M - $2.94M
|
60.4K
$6.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
29.9KNew |
$1.73M - $1.99M
|
29.9K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.5K+ 68.11% |
$1.65M - $1.9M
|
70.4K
$7.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
27.1KNew |
$1.57M - $1.81M
|
27.1K
$2.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.5K+ 37.27% |
$1.3M - $1.5M
|
82.9K
$8.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
21.3KNew |
$1.23M - $1.42M
|
21.3K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21KNew |
$1.21M - $1.4M
|
21K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
13.2K+ 13.86% |
$761K - $877K
|
108K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12.1KNew |
$702K - $809K
|
12.1K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.88KNew |
$571K - $658K
|
9.88K
$1.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.87KNew |
$455K - $525K
|
7.87K
$801K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.52K+ 30.25% |
$435K - $501K
|
32.4K
$3.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
7.22KNew |
$417K - $481K
|
7.22K
$734K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.77K+ 29.92% |
$391K - $451K
|
29.4K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.65K+ 9.89% |
$385K - $443K
|
73.9K
$7.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.52KNew |
$319K - $368K
|
5.52K
$561K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.97K+ 1.66% |
$287K - $331K
|
304K
$30.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.4KNew |
$254K - $293K
|
4.4K
$447K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 6.99% |
$215K - $248K
|
56.9K
$5.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.7KNew |
$214K - $246K
|
3.7K
$376K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$214K - $246K
|
3.7K
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34KNew |
$193K - $223K
|
3.34K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.33KNew |
$192K - $222K
|
3.33K
$339K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.32KNew |
$192K - $221K
|
3.32K
$337K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
2.41K+ 86.64% |
$139K - $161K
|
5.2K
$529K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.16K+ 7.96% |
$125K - $144K
|
29.3K
$2.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
2.14K+ 16.67% |
$124K - $143K
|
15K
$1.53M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.74K+ 921.69% |
$101K - $116K
|
1.93K
$197K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.2K+ 96.46% |
$69.2K - $79.8K
|
2.44K
$248K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
946+ 17.57% |
$54.7K - $63K
|
6.33K
$644K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
785New |
$45.4K - $52.3K
|
785
$79.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
700New |
$40.5K - $46.6K
|
700
$71.2K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
636New |
$36.8K - $42.4K
|
636
$64.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
615+ 3.04% |
$35.5K - $41K
|
20.8K
$2.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
585New |
$33.8K - $39K
|
585
$59.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
568New |
$32.8K - $37.9K
|
568
$57.8K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
482New |
$27.9K - $32.1K
|
482
$49.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
300New |
$17.3K - $20K
|
300
$30.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
280+ 0.66% |
$16.2K - $18.7K
|
42.4K
$4.32M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
200+ 200.0% |
$11.6K - $13.3K
|
300
$30.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
127+ 635.0% |
$7.34K - $8.46K
|
147
$15K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
111New |
$6.41K - $7.4K
|
111
$11.3K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
100New |
$5.78K - $6.66K
|
100
$10.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82+ 0.09% |
$4.74K - $5.46K
|
88.4K
$9M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
58+ 0.97% |
$3.35K - $3.87K
|
6.02K
$613K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 2.19% |
$231 - $267
|
187
$19K
|