Purchases and Sales Made in Q4 2021 in Ishares Tr (IEZ)
This table provides information about the institutional ownership of Ishares Tr (IEZ) 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 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.66M+ 795.41% |
$20.4M - $25.8M
|
1.87M
$37.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
118KNew |
$1.45M - $1.84M
|
118K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 56.18% |
$651K - $825K
|
148K
$2.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
38.1KNew |
$466K - $590K
|
38.1K
$767K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35KNew |
$429K - $543K
|
35K
$706K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
18.5K+ 11.22% |
$226K - $287K
|
183K
$3.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
11.8KNew |
$145K - $183K
|
11.8K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.98K+ 11.35% |
$61K - $77.2K
|
48.9K
$984K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 52.14% |
$13.4K - $17K
|
3.2K
$64.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
975+ 0.66% |
$11.9K - $15.1K
|
148K
$2.99M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
500+ 250.0% |
$6.12K - $7.75K
|
700
$14.1K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
500+ 3.39% |
$6.12K - $7.75K
|
15.2K
$307K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
389New |
$4.76K - $6.03K
|
389
$7.83K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
300New |
$3.67K - $4.65K
|
300
$6.04K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
10+ 4.18% |
$122 - $155
|
249
$5.01K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.43% |
$12.2 - $15.5
|
233
$4.69K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-32- 53.33% |
$392 - $496
|
28
$564
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-105- 15.2% |
$1.29K - $1.63K
|
586
$11.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-247Closed |
$3.02K - $3.83K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-255Closed |
$3.12K - $3.95K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-300Closed |
$3.67K - $4.65K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-632- 17.64% |
$7.74K - $9.8K
|
2.95K
$59.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-759- 6.08% |
$9.29K - $11.8K
|
11.7K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.29K- 4.66% |
$15.8K - $19.9K
|
26.4K
$531K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.36K- 3.69% |
$16.7K - $21.1K
|
35.5K
$715K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.01K- 79.64% |
$24.6K - $31.2K
|
514
$10.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.5K- 89.61% |
$30.6K - $38.8K
|
290
$5.84K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-3.09KClosed |
$37.8K - $47.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.45KClosed |
$42.2K - $53.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.09K- 15.6% |
$62.3K - $78.9K
|
27.5K
$555K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.7K- 71.17% |
$69.8K - $88.4K
|
2.31K
$46.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-11K- 32.14% |
$134K - $170K
|
23.2K
$467K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-16.5K- 99.55% |
$201K - $255K
|
74
$1.49K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.7K- 28.55% |
$228K - $289K
|
46.7K
$940K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.3K- 64.09% |
$396K - $501K
|
18.1K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42.7K- 48.48% |
$523K - $662K
|
45.4K
$914K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.5K- 15.92% |
$532K - $674K
|
230K
$4.62M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-50KClosed |
$612K - $775K
|
0
$0
|