Purchases and Sales Made in Q4 2021 in Ishares Tr (IFRA)
This table provides information about the institutional ownership of Ishares Tr (IFRA) 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
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.32K+ 8.42% |
$80.1K - $88.6K
|
29.8K
$1.44M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.23K+ 35.16% |
$77.2K - $85.3K
|
8.58K
$415K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2KNew |
$69.2K - $76.5K
|
2K
$96.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.71K+ 13.48% |
$59K - $65.3K
|
14.4K
$696K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.52K+ 3.45% |
$52.5K - $58.1K
|
45.5K
$2.2M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.51K+ 11.07% |
$52.4K - $57.9K
|
15.2K
$736K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.51K+ 11.07% |
$52.4K - $57.9K
|
15.2K
$736K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.1KNew |
$38.2K - $42.2K
|
1.1K
$53.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
1.1KNew |
$38.2K - $42.2K
|
1.1K
$53.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.06K+ 1.35% |
$36.8K - $40.7K
|
79.8K
$3.86M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
860New |
$29.7K - $32.9K
|
860
$41.7K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
820New |
$28.4K - $31.4K
|
820
$39.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
682+ 10.16% |
$23.6K - $26.1K
|
7.39K
$358K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
635New |
$22K - $24.3K
|
635
$30.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
565+ 4.41% |
$19.5K - $21.6K
|
13.4K
$648K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
542+ 3.6% |
$18.7K - $20.7K
|
15.6K
$755K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
358+ 255.71% |
$12.4K - $13.7K
|
498
$24.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
301New |
$10.4K - $11.5K
|
301
$14.6K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250New |
$8.65K - $9.56K
|
250
$12.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
250New |
$8.65K - $9.56K
|
250
$12.1K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
190+ 7.22% |
$6.57K - $7.27K
|
2.82K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
183+ 1.42% |
$6.33K - $7K
|
13K
$631K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
161+ 143.75% |
$5.57K - $6.16K
|
273
$13.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150+ 25.0% |
$5.19K - $5.74K
|
750
$36.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
68+ 136.0% |
$2.35K - $2.6K
|
118
$5.72K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
50New |
$1.73K - $1.91K
|
50
$2.42K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 11.76% |
$1.38K - $1.53K
|
380
$18.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 1.23% |
$1.07K - $1.19K
|
2.56K
$124K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
17+ 0.27% |
$588 - $650
|
6.29K
$304K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
15+ 1.19% |
$519 - $574
|
1.28K
$61.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12+ 0.59% |
$415 - $459
|
2.05K
$99.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
12New |
$415 - $459
|
12
$581
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10+ 0.52% |
$346 - $383
|
1.93K
$93.5K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8+ 0.12% |
$277 - $306
|
6.43K
$311K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$242 - $268
|
7
$339
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.99% |
$69.2 - $76.5
|
204
$9.88K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.0% |
$69.2 - $76.5
|
202
$9.78K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.01% |
$34.6 - $38.3
|
6.82K
$330K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.51% |
$34.6 - $38.3
|
199
$9.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16- 0.12% |
$553 - $612
|
13K
$628K
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-35- 0.49% |
$1.21K - $1.34K
|
7.14K
$346K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50Closed |
$1.73K - $1.91K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.46% |
$3.04K - $3.37K
|
19K
$918K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-98- 1.19% |
$3.39K - $3.75K
|
8.11K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100- 49.75% |
$3.46K - $3.83K
|
101
$4.89K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-119Closed |
$4.12K - $4.55K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-132- 1.22% |
$4.57K - $5.05K
|
10.7K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-151- 0.97% |
$5.22K - $5.78K
|
15.5K
$750K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-159- 0.99% |
$5.5K - $6.08K
|
15.9K
$772K
|