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 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26+ 2.07% |
$1.72K - $2.16K
|
1.28K
$129K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22+ 0.24% |
$1.46K - $1.83K
|
9.29K
$935K
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18+ 81.82% |
$1.19K - $1.49K
|
40
$4.03K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.09% |
$794 - $996
|
13.1K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.02% |
$199 - $249
|
19.9K
$2M
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2+ 0.03% |
$132 - $166
|
8K
$805K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.05% |
$132 - $166
|
3.76K
$379K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1+ 0.04% |
$66.2 - $83
|
2.35K
$237K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.08% |
$66.2 - $83
|
1.3K
$131K
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3- -0.0% |
$199 - $249
|
209K
$21.1M
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 50.0% |
$1.32K - $1.66K
|
20
$2.01K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-25Closed |
$1.66K - $2.08K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-38- 0.64% |
$2.52K - $3.16K
|
5.91K
$595K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-40- 1.81% |
$2.65K - $3.32K
|
2.16K
$218K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54- 1.72% |
$3.57K - $4.48K
|
3.08K
$310K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-55Closed |
$3.64K - $4.57K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-55- 0.57% |
$3.64K - $4.57K
|
9.6K
$966K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-56- 88.89% |
$3.71K - $4.65K
|
7
$705
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-56- 0.49% |
$3.71K - $4.65K
|
11.4K
$1.15M
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-67- 7.55% |
$4.44K - $5.56K
|
821
$82.6K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-80- 55.17% |
$5.3K - $6.64K
|
65
$6.54K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-83- 2.52% |
$5.49K - $6.89K
|
3.21K
$323K
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.29% |
$6.62K - $8.3K
|
35K
$3.52M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-100Closed |
$6.62K - $8.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-100Closed |
$6.62K - $8.3K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 14.25% |
$6.62K - $8.3K
|
602
$60.6K
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-100Closed |
$6.62K - $8.3K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-116- 2.93% |
$7.68K - $9.63K
|
3.85K
$387K
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
SELL
|
- |
-142- 1.0% |
$9.4K - $11.8K
|
14K
$1.41M
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-150- 2.39% |
$9.93K - $12.5K
|
6.13K
$617K
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-158- 1.01% |
$10.5K - $13.1K
|
15.5K
$1.56M
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-168- 3.11% |
$11.1K - $14K
|
5.24K
$527K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-194- 3.12% |
$12.8K - $16.1K
|
6.02K
$606K
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-199- 1.67% |
$13.2K - $16.5K
|
11.7K
$1.18M
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-200- 0.61% |
$13.2K - $16.6K
|
32.6K
$3.28M
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-200Closed |
$13.2K - $16.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-225Closed |
$14.9K - $18.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-272- 4.23% |
$18K - $22.6K
|
6.16K
$620K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-302Closed |
$20K - $25.1K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-308- 2.1% |
$20.4K - $25.6K
|
14.4K
$1.45M
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-313- 17.23% |
$20.7K - $26K
|
1.5K
$151K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-325- 5.94% |
$21.5K - $27K
|
5.15K
$518K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-340- 2.74% |
$22.5K - $28.2K
|
12.1K
$1.21M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-341Closed |
$22.6K - $28.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-350- 1.42% |
$23.2K - $29.1K
|
24.3K
$2.45M
|
|
Feb 14, 2022
Q4 2021
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-460- 6.61% |
$30.5K - $38.2K
|
6.5K
$654K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-483- 4.46% |
$32K - $40.1K
|
10.3K
$1.04M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-500- 15.97% |
$33.1K - $41.5K
|
2.63K
$265K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-650Closed |
$43K - $54K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-665- 14.98% |
$44K - $55.2K
|
3.77K
$380K
|