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
|
Rice Partnership, LLC
|
BUY
|
- |
1.3KNew |
$86.1K - $108K
|
1.3K
$131K
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.21KNew |
$80.4K - $101K
|
1.21K
$122K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
1.13K+ 0.35% |
$75.1K - $94.2K
|
324K
$32.7M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
950+ 4.55% |
$62.9K - $78.9K
|
21.8K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
848+ 23.83% |
$56.1K - $70.4K
|
4.41K
$444K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
841+ 4.42% |
$55.7K - $69.8K
|
19.9K
$2M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
700+ 89.86% |
$46.3K - $58.1K
|
1.48K
$149K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
684New |
$45.3K - $56.8K
|
684
$68.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
647+ 8.89% |
$42.8K - $53.7K
|
7.92K
$798K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
630+ 0.09% |
$41.7K - $52.3K
|
699K
$70.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
608+ 33.63% |
$40.2K - $50.5K
|
2.42K
$243K
|
|
|
Feb 11, 2022
Q4 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
520+ 14.2% |
$34.4K - $43.2K
|
4.18K
$421K
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
500New |
$33.1K - $41.5K
|
500
$50.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
480New |
$31.8K - $39.9K
|
480
$48.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
450+ 86.54% |
$29.8K - $37.4K
|
970
$97.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
429+ 7.8% |
$28.4K - $35.6K
|
5.93K
$597K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
428+ 0.67% |
$28.3K - $35.5K
|
64.5K
$6.49M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
391New |
$25.9K - $32.5K
|
391
$39.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
388+ 4.43% |
$25.7K - $32.2K
|
9.14K
$920K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
382+ 5.63% |
$25.3K - $31.7K
|
7.16K
$721K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
380+ 1.32% |
$25.2K - $31.6K
|
29.1K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
355+ 0.46% |
$23.5K - $29.5K
|
78.3K
$7.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
350New |
$23.2K - $29.1K
|
350
$35.2K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
335+ 7.65% |
$22.2K - $27.8K
|
4.72K
$475K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
309+ 2.66% |
$20.5K - $25.7K
|
11.9K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
272+ 0.07% |
$18K - $22.6K
|
407K
$41M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
272New |
$18K - $22.6K
|
272
$27.4K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
270+ 2.64% |
$17.9K - $22.4K
|
10.5K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
268+ 19.36% |
$17.7K - $22.3K
|
1.65K
$166K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
257New |
$17K - $21.3K
|
257
$25.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
250New |
$16.6K - $20.8K
|
250
$25.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
240+ 1.45% |
$15.9K - $19.9K
|
16.7K
$1.69M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
209New |
$13.8K - $17.4K
|
209
$21K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
201New |
$13.3K - $16.7K
|
201
$20.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
186New |
$12.3K - $15.4K
|
186
$18.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
170New |
$11.3K - $14.1K
|
170
$17.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
161+ 1.82% |
$10.7K - $13.4K
|
9.02K
$908K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
150+ 100.0% |
$9.93K - $12.5K
|
300
$30.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
143+ 1.97% |
$9.47K - $11.9K
|
7.4K
$745K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
128New |
$8.47K - $10.6K
|
128
$12.9K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
114New |
$7.55K - $9.47K
|
114
$11.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
105+ 0.73% |
$6.95K - $8.72K
|
14.5K
$1.46M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100New |
$6.62K - $8.3K
|
100
$10.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
80+ 4.23% |
$5.3K - $6.64K
|
1.97K
$198K
|
|
|
Jan 24, 2022
Q4 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
79+ 0.08% |
$5.23K - $6.56K
|
94.9K
$9.55M
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
73+ 0.45% |
$4.83K - $6.06K
|
16.3K
$1.64M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
70+ 56.0% |
$4.63K - $5.81K
|
195
$19.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
64New |
$4.24K - $5.31K
|
64
$6.44K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
52New |
$3.44K - $4.32K
|
52
$5.23K
|
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
50+ 0.08% |
$3.31K - $4.15K
|
59.6K
$6M
|