Purchases and Sales Made in Q4 2021 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) 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 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
18.6KNew |
$1.23M - $1.54M
|
18.6K
$1.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.5K+ 324.65% |
$1.22M - $1.53M
|
24.2K
$2.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
18KNew |
$1.19M - $1.49M
|
18K
$1.81M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.6KNew |
$1.17M - $1.46M
|
17.6K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
17.6KNew |
$1.16M - $1.46M
|
17.6K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
16.1KNew |
$1.07M - $1.34M
|
16.1K
$1.62M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.8KNew |
$1.04M - $1.31M
|
15.8K
$1.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.7KNew |
$1.04M - $1.3M
|
15.7K
$1.58M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5K+ 91.43% |
$1.02M - $1.28M
|
32.4K
$3.26M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.1KNew |
$1M - $1.26M
|
15.1K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
14K+ 1.32% |
$927K - $1.16M
|
1.08M
$109M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.9K+ 1069.78% |
$919K - $1.15M
|
15.2K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.6K+ 4.35% |
$903K - $1.13M
|
327K
$33M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
13.6KNew |
$901K - $1.13M
|
13.6K
$1.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
13.1KNew |
$865K - $1.09M
|
13.1K
$1.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.1KNew |
$799K - $1M
|
12.1K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12KNew |
$796K - $999K
|
12K
$1.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.8KNew |
$780K - $979K
|
11.8K
$1.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
11.1K+ 16350.0% |
$736K - $923K
|
11.2K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
10.4KNew |
$691K - $867K
|
10.4K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
10.3KNew |
$679K - $851K
|
10.3K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
10.1KNew |
$671K - $841K
|
10.1K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
9.46KNew |
$627K - $786K
|
9.46K
$953K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.42K+ 285.85% |
$623K - $782K
|
12.7K
$1.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.41K+ 200.66% |
$623K - $782K
|
14.1K
$1.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.89KNew |
$589K - $738K
|
8.89K
$895K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.74KNew |
$578K - $725K
|
8.74K
$879K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.14K+ 99.05% |
$539K - $676K
|
16.4K
$1.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
8.07KNew |
$534K - $670K
|
8.07K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.67KNew |
$508K - $637K
|
7.67K
$772K
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
7.3K+ 151.92% |
$483K - $606K
|
12.1K
$1.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.02KNew |
$465K - $583K
|
7.02K
$707K
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.91KNew |
$458K - $574K
|
6.91K
$696K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.77K+ 4.55% |
$448K - $563K
|
156K
$15.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.61KNew |
$438K - $549K
|
6.61K
$666K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.4K+ 205.56% |
$423K - $531K
|
9.51K
$957K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
6.31KNew |
$417K - $524K
|
6.31K
$635K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.23KNew |
$412K - $517K
|
6.23K
$627K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.22K+ 226.37% |
$411K - $516K
|
8.96K
$902K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
5.88KNew |
$389K - $488K
|
5.88K
$591K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.51KNew |
$365K - $457K
|
5.51K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.38KNew |
$356K - $446K
|
5.38K
$541K
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.36KNew |
$355K - $445K
|
5.36K
$539K
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
5.31KNew |
$352K - $441K
|
5.31K
$535K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.08KNew |
$336K - $422K
|
5.08K
$512K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.7KNew |
$311K - $390K
|
4.7K
$473K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.67KNew |
$309K - $387K
|
4.67K
$470K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
4.58K+ 1.86% |
$303K - $380K
|
251K
$25.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
4.55K+ 17.96% |
$301K - $378K
|
29.9K
$3.01M
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.48KNew |
$297K - $372K
|
4.48K
$451K
|