Purchases and Sales Made in Q4 2021 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
182KNew |
$17.4M - $19.8M
|
182K
$28.1M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.4K+ 6.1% |
$6.92M - $7.89M
|
1.26M
$195M
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
70.4KNew |
$6.72M - $7.67M
|
70.4K
$10.9M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
52.8K+ 23.29% |
$5.04M - $5.75M
|
279K
$43.2M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
42.9K+ 76.57% |
$4.1M - $4.67M
|
98.9K
$15.3M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.7K+ 62.16% |
$3.02M - $3.45M
|
82.6K
$12.8M
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
31.5KNew |
$3.01M - $3.43M
|
31.5K
$4.87M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
26KNew |
$2.49M - $2.84M
|
26K
$4.03M
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
24.5KNew |
$2.34M - $2.66M
|
24.5K
$3.78M
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
21.7KNew |
$2.08M - $2.37M
|
21.7K
$3.36M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.5K+ 55.7% |
$2.06M - $2.35M
|
60.2K
$9.32M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.5K+ 147.18% |
$1.96M - $2.24M
|
34.5K
$5.34M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.5KNew |
$1.87M - $2.13M
|
19.5K
$3.02M
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
18.4K+ 664.47% |
$1.75M - $2M
|
21.1K
$3.27M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$1.4M - $1.6M
|
14.7K
$2.27M
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$1.29M - $1.47M
|
13.5K
$2.08M
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
11.6KNew |
$1.11M - $1.27M
|
11.6K
$1.8M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 5.48% |
$1.06M - $1.21M
|
213K
$33M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.39KNew |
$897K - $1.02M
|
9.39K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
8.88KNew |
$848K - $968K
|
8.88K
$1.37M
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
8.81KNew |
$842K - $960K
|
8.81K
$1.36M
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
8.63K+ 70.32% |
$824K - $940K
|
20.9K
$3.23M
|
|
Feb 11, 2022
Q4 2021
|
Ars Investment Partners, LLC
|
BUY
|
- |
7.53KNew |
$719K - $820K
|
7.53K
$1.16M
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.52KNew |
$718K - $819K
|
7.52K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
7.42K+ 41.04% |
$709K - $808K
|
25.5K
$3.94M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
6.99KNew |
$668K - $762K
|
6.99K
$1.08M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.87K+ 12956.6% |
$656K - $748K
|
6.92K
$1.07M
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
6.33K+ 3953.75% |
$604K - $689K
|
6.49K
$1M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.6KNew |
$535K - $610K
|
5.6K
$866K
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.26KNew |
$502K - $573K
|
5.26K
$814K
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
4.76KNew |
$455K - $519K
|
4.76K
$737K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.54KNew |
$433K - $494K
|
4.54K
$702K
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
4.23KNew |
$404K - $461K
|
4.23K
$654K
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
3.86KNew |
$369K - $421K
|
3.86K
$597K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.79KNew |
$362K - $413K
|
3.79K
$586K
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.79KNew |
$362K - $413K
|
3.79K
$586K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.74KNew |
$358K - $408K
|
3.74K
$579K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.58K+ 1.38% |
$342K - $390K
|
262K
$40.6M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.14K+ 47.88% |
$299K - $342K
|
9.68K
$1.5M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.06KNew |
$292K - $333K
|
3.06K
$473K
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.02K+ 8.45% |
$288K - $329K
|
38.7K
$5.99M
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.94K+ 48.2% |
$280K - $320K
|
9.03K
$1.4M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.72KNew |
$260K - $296K
|
2.72K
$421K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.57KNew |
$245K - $280K
|
2.57K
$397K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.42K+ 4.38% |
$231K - $264K
|
57.7K
$8.92M
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.38KNew |
$227K - $259K
|
2.38K
$367K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
2.32K+ 232.3% |
$221K - $252K
|
3.31K
$512K
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.21KNew |
$212K - $241K
|
2.21K
$342K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.19K+ 7.6% |
$209K - $238K
|
30.9K
$4.78M
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
2.13KNew |
$203K - $232K
|
2.13K
$329K
|