Purchases and Sales Made in Q4 2021 in Ishares Tr (INTF)
This table provides information about the institutional ownership of Ishares Tr (INTF) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
312K+ 26.35% |
$8.78M - $9.44M
|
1.5M
$43.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
235KNew |
$6.61M - $7.11M
|
235K
$6.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
215K+ 3.98% |
$6.03M - $6.49M
|
5.61M
$164M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
133K+ 29.98% |
$3.73M - $4.02M
|
576K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 5.96% |
$3.64M - $3.91M
|
2.3M
$67.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
117K+ 13.4% |
$3.28M - $3.53M
|
988K
$29M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
104K+ 4.67% |
$2.92M - $3.14M
|
2.33M
$68.3M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
97K+ 33.51% |
$2.73M - $2.93M
|
387K
$11.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
85.7K+ 13.83% |
$2.41M - $2.59M
|
705K
$20.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
77.8K+ 140.56% |
$2.19M - $2.35M
|
133K
$3.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
67.9KNew |
$1.91M - $2.05M
|
67.9K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
First Ascent Asset Management, LLC
|
BUY
|
- |
67.2K+ 30.84% |
$1.89M - $2.03M
|
285K
$8.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
36.9K+ 3.44% |
$1.04M - $1.12M
|
1.11M
$32.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27.5KNew |
$774K - $833K
|
27.5K
$807K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
25K+ 88.18% |
$704K - $757K
|
53.4K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
24.3KNew |
$683K - $735K
|
24.3K
$712K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
23.8K+ 25.76% |
$669K - $719K
|
116K
$3.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23K+ 2.45% |
$646K - $695K
|
963K
$28.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17.3KNew |
$486K - $523K
|
17.3K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.3KNew |
$458K - $493K
|
16.3K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 2.01% |
$355K - $382K
|
641K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.5K+ 3.82% |
$352K - $379K
|
341K
$9.99M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 32.02% |
$331K - $356K
|
48.5K
$1.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.5KNew |
$323K - $348K
|
11.5K
$337K
|
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
9.24KNew |
$260K - $279K
|
9.24K
$271K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
6.45KNew |
$181K - $195K
|
6.45K
$189K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.47K+ 1.68% |
$154K - $165K
|
331K
$9.71M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.47K+ 1.68% |
$154K - $165K
|
331K
$9.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.9K+ 16.88% |
$138K - $148K
|
34K
$995K
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.72K+ 1.98% |
$133K - $143K
|
243K
$7.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.93K+ 4.28% |
$111K - $119K
|
95.8K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.37K+ 3.42% |
$94.6K - $102K
|
102K
$2.99M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
3.22K+ 5.0% |
$90.6K - $97.5K
|
67.7K
$1.98M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.75K+ 5.06% |
$77.2K - $83.1K
|
57.1K
$1.67M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.54KNew |
$71.3K - $76.7K
|
2.54K
$74.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 5.77% |
$70.4K - $75.8K
|
45.9K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.31K+ 14.43% |
$64.8K - $69.8K
|
18.3K
$536K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.1K+ 6.19% |
$59K - $63.5K
|
36K
$1.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.88K+ 8.21% |
$53K - $57K
|
24.8K
$728K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.83KNew |
$51.4K - $55.3K
|
1.83K
$53.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.72K+ 4.9% |
$48.4K - $52.1K
|
36.9K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.62K+ 5.27% |
$45.5K - $49K
|
32.3K
$947K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.58K+ 11.01% |
$44.4K - $47.7K
|
15.9K
$467K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.54K+ 12.66% |
$43.4K - $46.7K
|
13.7K
$403K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
1.23K+ 0.97% |
$34.6K - $37.3K
|
128K
$3.76M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.1K+ 3.16% |
$30.9K - $33.2K
|
35.8K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.07K+ 64.93% |
$30.2K - $32.5K
|
2.73K
$80K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
523+ 5.26% |
$14.7K - $15.8K
|
10.5K
$307K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
505New |
$14.2K - $15.3K
|
505
$14.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
398+ 110.56% |
$11.2K - $12K
|
758
$22.2K
|