Purchases and Sales Made in Q4 2021 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) 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
|
- |
677KNew |
$184M - $204M
|
677K
$40.5M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
182KNew |
$49.4M - $54.8M
|
182K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
47.2K+ 47.93% |
$12.8M - $14.3M
|
146K
$8.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.6K+ 12.98% |
$11.9M - $13.2M
|
380K
$22.7M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.7K+ 100.5% |
$10.5M - $11.7M
|
77.2K
$4.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
30.6KNew |
$8.31M - $9.23M
|
30.6K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.1K+ 27.45% |
$4.92M - $5.47M
|
84.1K
$5.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
16.4K+ 1491.9% |
$4.46M - $4.95M
|
17.5K
$1.05M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
16.2KNew |
$4.41M - $4.89M
|
16.2K
$970K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14K+ 699550.0% |
$3.8M - $4.22M
|
14K
$837K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 129.69% |
$3.78M - $4.2M
|
24.6K
$1.47M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.4K+ 1143.2% |
$3.11M - $3.45M
|
12.4K
$744K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 150.65% |
$2.86M - $3.18M
|
17.5K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
8.5KNew |
$2.31M - $2.57M
|
8.5K
$509K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
8.19KNew |
$2.23M - $2.47M
|
8.19K
$490K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
8.15KNew |
$2.22M - $2.46M
|
8.15K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.04K+ 3.64% |
$2.18M - $2.43M
|
229K
$13.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.81KNew |
$1.85M - $2.06M
|
6.81K
$408K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.21K+ 16.01% |
$1.69M - $1.87M
|
45K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.49KNew |
$1.49M - $1.66M
|
5.49K
$328K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
5.42KNew |
$1.47M - $1.64M
|
5.42K
$324K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.31KNew |
$1.44M - $1.6M
|
5.31K
$318K
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
4.95KNew |
$1.35M - $1.49M
|
4.95K
$296K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.97K+ 148.1% |
$1.08M - $1.2M
|
6.64K
$398K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.51K+ 233.27% |
$955K - $1.06M
|
5.02K
$300K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.51K+ 233.27% |
$955K - $1.06M
|
5.02K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.92K+ 1.08% |
$795K - $883K
|
273K
$16.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.84K+ 79.73% |
$773K - $858K
|
6.41K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$761K - $845K
|
2.8K
$168K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.77KNew |
$753K - $837K
|
2.77K
$166K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$718K - $797K
|
2.64K
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.6KNew |
$707K - $785K
|
2.6K
$156K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.58K+ 101.81% |
$702K - $779K
|
5.12K
$306K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.58K+ 108.73% |
$701K - $779K
|
4.95K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.55KNew |
$694K - $771K
|
2.55K
$153K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.49K+ 39.46% |
$676K - $750K
|
8.79K
$526K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.46KNew |
$669K - $744K
|
2.46K
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4K+ 104.35% |
$652K - $725K
|
4.7K
$281K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.05KNew |
$558K - $619K
|
2.05K
$123K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.04K+ 22.66% |
$554K - $615K
|
11K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.98KNew |
$537K - $597K
|
1.98K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.82KNew |
$494K - $549K
|
1.82K
$109K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.79K+ 108.17% |
$486K - $540K
|
3.44K
$206K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.73KNew |
$470K - $522K
|
1.73K
$104K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.71K+ 26.07% |
$463K - $515K
|
8.24K
$493K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.63K+ 5.37% |
$443K - $492K
|
32K
$1.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.62K+ 2.14% |
$440K - $489K
|
77.2K
$4.62M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.61KNew |
$438K - $487K
|
1.61K
$96.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$434K - $482K
|
1.6K
$95.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 7.88% |
$432K - $480K
|
21.8K
$1.3M
|