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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-160- 0.44% |
$13.3K - $14.4K
|
36K
$3.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-166- 9.35% |
$13.8K - $15K
|
1.61K
$178K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-174- 0.61% |
$14.4K - $15.7K
|
28.2K
$3.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-224Closed |
$18.6K - $20.2K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-235- 6.94% |
$19.5K - $21.2K
|
3.15K
$348K
|
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-240- 3.5% |
$19.9K - $21.7K
|
6.62K
$731K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-268- 4.28% |
$22.2K - $24.2K
|
6K
$663K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-276- 5.21% |
$22.9K - $24.9K
|
5.03K
$555K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-284- 8.29% |
$23.6K - $25.6K
|
3.14K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-294- 1.28% |
$24.4K - $26.5K
|
22.6K
$2.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-330- 5.97% |
$27.4K - $29.8K
|
5.2K
$574K
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
SELL
|
- |
-345- 3.07% |
$28.6K - $31.1K
|
10.9K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-350- 17.95% |
$29.1K - $31.6K
|
1.6K
$177K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-364Closed |
$30.2K - $32.8K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-382- 76.1% |
$31.7K - $34.5K
|
120
$13.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
SELL
|
- |
-425- 4.52% |
$35.3K - $38.4K
|
8.97K
$991K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-457Closed |
$37.9K - $41.2K
|
0
$0
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-498- 2.82% |
$41.3K - $44.9K
|
17.2K
$1.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-504- 10.58% |
$41.8K - $45.5K
|
4.26K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-510- 9.19% |
$42.3K - $46K
|
5.04K
$557K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-527- 1.77% |
$43.8K - $47.6K
|
29.2K
$3.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-530- 15.91% |
$44K - $47.8K
|
2.8K
$309K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-535- 4.16% |
$44.4K - $48.3K
|
12.3K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-537- 8.69% |
$44.6K - $48.5K
|
5.65K
$624K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-543- 10.68% |
$45.1K - $49K
|
4.54K
$501K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-556- 40.82% |
$46.2K - $50.2K
|
806
$89K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-570Closed |
$47.3K - $51.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-632- 10.84% |
$52.5K - $57K
|
5.2K
$574K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-635- 1.77% |
$52.7K - $57.3K
|
35.2K
$3.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-655- 3.05% |
$54.4K - $59.1K
|
20.8K
$2.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-697Closed |
$57.9K - $62.9K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-701- 9.58% |
$58.2K - $63.3K
|
6.62K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-705- 9.03% |
$58.5K - $63.6K
|
7.1K
$784K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
SELL
|
- |
-750- 2.57% |
$62.3K - $67.7K
|
28.4K
$3.13M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-777- 2.35% |
$64.5K - $70.1K
|
32.2K
$3.56M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-784- 11.63% |
$65.1K - $70.7K
|
5.96K
$658K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-814- 8.3% |
$67.6K - $73.5K
|
8.99K
$993K
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-936- 2.72% |
$77.7K - $84.5K
|
33.5K
$3.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 5.41% |
$83.8K - $91.1K
|
17.6K
$1.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-1.02K- 1.76% |
$84.7K - $92K
|
57K
$6.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.02K- 12.51% |
$84.7K - $92K
|
7.13K
$788K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.15K- 66.57% |
$95.6K - $104K
|
578
$63.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-1.19K- 7.45% |
$99K - $108K
|
14.8K
$1.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.35K- 11.11% |
$112K - $122K
|
10.8K
$1.19M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-1.37K- 2.26% |
$114K - $124K
|
59.3K
$6.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.56K- 3.56% |
$129K - $141K
|
42.2K
$4.66M
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.69K- 22.57% |
$140K - $153K
|
5.8K
$640K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.04K- 25.3% |
$169K - $184K
|
6.02K
$665K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.09KClosed |
$174K - $189K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.12K- 10.56% |
$176K - $191K
|
18K
$1.98M
|