Purchases and Sales Made in Q4 2021 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) 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
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.83M+ 25166.37% |
$152M - $165M
|
1.83M
$203M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
320KNew |
$26.6M - $28.9M
|
320K
$35.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
135KNew |
$11.2M - $12.2M
|
135K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
122KNew |
$10.1M - $11M
|
122K
$13.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
119K+ 271.41% |
$9.89M - $10.7M
|
163K
$18M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
106KNew |
$8.78M - $9.55M
|
106K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 7.2% |
$8.61M - $9.36M
|
1.54M
$171M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
76.6KNew |
$6.36M - $6.91M
|
76.6K
$8.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
72.3K+ 606.11% |
$6M - $6.52M
|
84.2K
$9.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69K+ 3.66% |
$5.73M - $6.23M
|
1.95M
$216M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.5K+ 12.4% |
$3.94M - $4.28M
|
430K
$47.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
43.4K+ 6.75% |
$3.6M - $3.92M
|
687K
$75.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
39.1KNew |
$3.25M - $3.53M
|
39.1K
$4.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37.3K+ 36589.22% |
$3.1M - $3.37M
|
37.4K
$4.13M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.5K+ 600.88% |
$2.94M - $3.2M
|
41.4K
$4.57M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
31.4K+ 218.04% |
$2.6M - $2.83M
|
45.8K
$5.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
28.6K+ 230.51% |
$2.38M - $2.58M
|
41K
$4.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.3K+ 7.21% |
$2.18M - $2.37M
|
390K
$43.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2K+ 11.04% |
$1.76M - $1.92M
|
214K
$23.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.7KNew |
$1.72M - $1.87M
|
20.7K
$2.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.6KNew |
$1.63M - $1.77M
|
19.6K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
17.6KNew |
$1.46M - $1.59M
|
17.6K
$1.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.5K+ 8.79% |
$1.37M - $1.49M
|
204K
$22.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
15.6KNew |
$1.3M - $1.41M
|
15.6K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
14.8K+ 4.79% |
$1.23M - $1.34M
|
324K
$35.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.6K+ 8.65% |
$1.13M - $1.23M
|
171K
$18.9M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
13.1KNew |
$1.09M - $1.18M
|
13.1K
$1.44M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
12.7K+ 689.89% |
$1.05M - $1.14M
|
14.5K
$1.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9K+ 110.19% |
$988K - $1.07M
|
22.7K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.6KNew |
$961K - $1.04M
|
11.6K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.5K+ 95.45% |
$872K - $948K
|
21.5K
$2.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
9.49KNew |
$788K - $856K
|
9.49K
$1.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.02KNew |
$749K - $814K
|
9.02K
$996K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
8.95KNew |
$743K - $808K
|
8.95K
$989K
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.86KNew |
$735K - $799K
|
8.86K
$978K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.57K+ 8569.0% |
$711K - $773K
|
8.67K
$957K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.41K+ 21.11% |
$698K - $759K
|
48.3K
$5.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.25K+ 1.42% |
$685K - $744K
|
590K
$65.1M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.13KNew |
$675K - $734K
|
8.13K
$898K
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
8KNew |
$664K - $722K
|
8K
$884K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7.81K+ 4.69% |
$649K - $705K
|
174K
$19.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
7.43K+ 14.74% |
$616K - $670K
|
57.8K
$6.38M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.18K+ 275.46% |
$596K - $648K
|
9.79K
$1.08M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.75KNew |
$560K - $609K
|
6.75K
$745K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.72K+ 4.49% |
$558K - $606K
|
156K
$17.3M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
6.61KNew |
$549K - $597K
|
6.61K
$730K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6.24KNew |
$518K - $563K
|
6.24K
$689K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
6.19KNew |
$514K - $558K
|
6.19K
$683K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.71K+ 6.19% |
$474K - $515K
|
98K
$10.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
5.67KNew |
$470K - $511K
|
5.67K
$626K
|