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 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
90+ 45.0% |
$7.47K - $8.12K
|
290
$32K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85+ 4.58% |
$7.06K - $7.67K
|
1.94K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
81+ 0.5% |
$6.72K - $7.31K
|
16.2K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
81+ 0.76% |
$6.72K - $7.31K
|
10.7K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 1.11% |
$4.57K - $4.96K
|
5K
$552K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52+ 0.77% |
$4.32K - $4.69K
|
6.77K
$748K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
52New |
$4.32K - $4.69K
|
52
$5.74K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.72% |
$4.15K - $4.51K
|
2.96K
$327K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
37+ 0.78% |
$3.07K - $3.34K
|
4.75K
$525K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34+ 70.83% |
$2.82K - $3.07K
|
82
$9.06K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33+ 0.75% |
$2.74K - $2.98K
|
4.42K
$488K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
22+ 0.03% |
$1.83K - $1.99K
|
77.3K
$8.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
21+ 0.75% |
$1.74K - $1.9K
|
2.83K
$312K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20New |
$1.66K - $1.8K
|
20
$2.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 0.45% |
$1.49K - $1.62K
|
4.06K
$448K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
17+ 0.28% |
$1.41K - $1.53K
|
6.12K
$676K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.39% |
$830 - $902
|
2.54K
$281K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.34% |
$664 - $722
|
2.34K
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.1% |
$664 - $722
|
7.82K
$864K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 0.08% |
$581 - $632
|
8.43K
$931K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.08% |
$498 - $541
|
7.25K
$801K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 0.82% |
$498 - $541
|
736
$81.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
6+ 0.25% |
$498 - $541
|
2.39K
$264K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.19% |
$415 - $451
|
2.57K
$284K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3+ 0.05% |
$249 - $271
|
5.9K
$652K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2+ 0.07% |
$166 - $180
|
2.82K
$311K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.78% |
$166 - $180
|
259
$28.6K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.42% |
$166 - $180
|
483
$53.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.19% |
$166 - $180
|
1.05K
$116K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$83 - $90.2
|
3.93K
$434K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.4% |
$83 - $90.2
|
253
$27.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2- 0.02% |
$166 - $180
|
10.1K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-4- 0.68% |
$332 - $361
|
580
$64.1K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-22- 0.03% |
$1.83K - $1.99K
|
64.5K
$7.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-24- 0.93% |
$1.99K - $2.17K
|
2.55K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-25- 0.91% |
$2.08K - $2.26K
|
2.72K
$300K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28- 0.86% |
$2.32K - $2.53K
|
3.24K
$358K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-46- 29.11% |
$3.82K - $4.15K
|
112
$12.4K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 1.27% |
$4.15K - $4.51K
|
3.88K
$428K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-51- 0.14% |
$4.23K - $4.6K
|
35.3K
$3.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66- 0.48% |
$5.48K - $5.96K
|
13.7K
$1.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-70- 2.5% |
$5.81K - $6.32K
|
2.73K
$301K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100Closed |
$8.3K - $9.02K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-100- 3.5% |
$8.3K - $9.02K
|
2.76K
$305K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-101Closed |
$8.39K - $9.11K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-105- 1.28% |
$8.72K - $9.48K
|
8.11K
$895K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-110- 1.68% |
$9.13K - $9.93K
|
6.44K
$711K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-110Closed |
$9.13K - $9.93K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-125- 0.38% |
$10.4K - $11.3K
|
32.3K
$3.57M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-134- 2.7% |
$11.1K - $12.1K
|
4.84K
$534K
|