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 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.46K+ 10.34% |
$295K - $370K
|
47.6K
$4.79M
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
4.35KNew |
$288K - $361K
|
4.35K
$437K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
4.11K+ 2055.5% |
$272K - $341K
|
4.31K
$434K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.08KNew |
$270K - $339K
|
4.08K
$411K
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4.07KNew |
$269K - $338K
|
4.07K
$409K
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3.94KNew |
$261K - $327K
|
3.94K
$396K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.78K+ 76.53% |
$250K - $314K
|
8.71K
$877K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.67KNew |
$243K - $304K
|
3.67K
$369K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
3.53K+ 4.39% |
$234K - $293K
|
83.8K
$8.44M
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.51KNew |
$232K - $291K
|
3.51K
$353K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.5K+ 294.12% |
$232K - $291K
|
4.69K
$472K
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
3.5K+ 13.73% |
$231K - $290K
|
29K
$2.92M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.38K+ 31.91% |
$224K - $281K
|
14K
$1.41M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.37K+ 129.67% |
$223K - $280K
|
5.97K
$601K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.28KNew |
$217K - $273K
|
3.28K
$330K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.23KNew |
$214K - $269K
|
3.23K
$326K
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.21KNew |
$213K - $267K
|
3.21K
$323K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.16K+ 3.86% |
$209K - $263K
|
85.2K
$8.57M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2.91K+ 5.02% |
$193K - $242K
|
60.9K
$6.13M
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.82K+ 281700.0% |
$186K - $234K
|
2.82K
$284K
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
2.82KNew |
$186K - $234K
|
2.82K
$284K
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.8KNew |
$185K - $233K
|
2.8K
$282K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
2.78KNew |
$184K - $231K
|
2.78K
$280K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.78KNew |
$184K - $231K
|
2.78K
$280K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.78KNew |
$184K - $230K
|
2.78K
$279K
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.77KNew |
$183K - $230K
|
2.77K
$279K
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.76K+ 1.9% |
$183K - $229K
|
148K
$14.9M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.71KNew |
$179K - $225K
|
2.71K
$273K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.69KNew |
$178K - $223K
|
2.69K
$271K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.69K+ 282.44% |
$178K - $223K
|
3.64K
$366K
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.57KNew |
$170K - $213K
|
2.57K
$258K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.56KNew |
$170K - $213K
|
2.56K
$258K
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.53KNew |
$167K - $210K
|
2.53K
$254K
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.49KNew |
$165K - $206K
|
2.49K
$250K
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.48KNew |
$164K - $206K
|
2.48K
$250K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.48KNew |
$164K - $206K
|
2.48K
$250K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 17.88% |
$159K - $200K
|
15.9K
$1.6M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 30.82% |
$152K - $191K
|
9.75K
$981K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.11K+ 13.72% |
$140K - $175K
|
17.5K
$1.76M
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
2KNew |
$132K - $166K
|
2K
$201K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.9K+ 35.99% |
$126K - $158K
|
7.19K
$724K
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.89K+ 14.82% |
$125K - $157K
|
14.7K
$1.48M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.73K+ 1.24% |
$115K - $144K
|
141K
$14.2M
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.71KNew |
$113K - $142K
|
1.71K
$172K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.68KNew |
$111K - $139K
|
1.68K
$169K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.62K+ 7.77% |
$108K - $135K
|
22.5K
$2.27M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.56K+ 40.85% |
$103K - $129K
|
5.37K
$540K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 1.9% |
$99.8K - $125K
|
81K
$8.15M
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.44K+ 62.1% |
$95.1K - $119K
|
3.75K
$378K
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 6.08% |
$92K - $115K
|
24.2K
$2.44M
|