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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283+ 0.45% |
$76.9K - $85.4K
|
63K
$3.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
274+ 489.29% |
$74.5K - $82.7K
|
330
$19.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
252New |
$68.5K - $76.1K
|
252
$15.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
250+ 22.73% |
$68K - $75.5K
|
1.35K
$80.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
228+ 0.52% |
$62K - $68.8K
|
43.7K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
221+ 8.07% |
$60.1K - $66.7K
|
2.96K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
219+ 4.66% |
$59.5K - $66.1K
|
4.92K
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
216+ 9.69% |
$58.7K - $65.2K
|
2.44K
$146K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
211New |
$57.4K - $63.7K
|
211
$12.6K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
203+ 5.57% |
$55.2K - $61.3K
|
3.85K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
202+ 24.37% |
$54.9K - $61K
|
1.03K
$61.7K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
200New |
$54.4K - $60.4K
|
200
$12K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
196+ 10.04% |
$53.3K - $59.2K
|
2.15K
$129K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
194+ 14.37% |
$52.7K - $58.6K
|
1.54K
$92.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
189+ 22.8% |
$51.4K - $57.1K
|
1.02K
$60.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
187+ 7.37% |
$50.8K - $56.5K
|
2.73K
$163K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
156+ 6.32% |
$42.4K - $47.1K
|
2.62K
$157K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
154New |
$41.9K - $46.5K
|
154
$9.22K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
149+ 17.51% |
$40.5K - $45K
|
1K
$59.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
141+ 10.71% |
$38.3K - $42.6K
|
1.46K
$87.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 26.44% |
$37.5K - $41.7K
|
660
$39.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
138+ 10.42% |
$37.5K - $41.7K
|
1.46K
$87.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
135New |
$36.7K - $40.8K
|
135
$8.08K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
133+ 0.5% |
$36.2K - $40.2K
|
26.7K
$1.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
123+ 2.64% |
$33.4K - $37.1K
|
4.79K
$287K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
120+ 5.69% |
$32.6K - $36.2K
|
2.23K
$133K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
113+ 13.02% |
$30.7K - $34.1K
|
981
$58.7K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
102New |
$27.7K - $30.8K
|
102
$6.1K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
102+ 1.07% |
$27.7K - $30.8K
|
9.61K
$575K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 13.64% |
$27.2K - $30.2K
|
833
$49.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
100+ 7.14% |
$27.2K - $30.2K
|
1.5K
$89.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
100+ 5.46% |
$27.2K - $30.2K
|
1.93K
$115K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
100+ 86.96% |
$27.2K - $30.2K
|
215
$12.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
100+ 1.5% |
$27.2K - $30.2K
|
6.76K
$405K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
98+ 5.77% |
$26.6K - $29.6K
|
1.8K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
96+ 7.51% |
$26.1K - $29K
|
1.37K
$82.2K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
77+ 1.88% |
$20.9K - $23.2K
|
4.17K
$250K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
74+ 1.98% |
$20.1K - $22.3K
|
3.81K
$228K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
70+ 9.51% |
$19K - $21.1K
|
806
$48.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
70+ 3.99% |
$19K - $21.1K
|
1.82K
$109K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
68New |
$18.5K - $20.5K
|
68
$4.07K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
65+ 3.16% |
$17.7K - $19.6K
|
2.13K
$127K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
64+ 1.94% |
$17.4K - $19.3K
|
3.37K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
62+ 3.14% |
$16.9K - $18.7K
|
2.04K
$122K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 1.79% |
$16.3K - $18.1K
|
3.42K
$204K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
60+ 1.79% |
$16.3K - $18.1K
|
3.42K
$204K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
60New |
$16.3K - $18.1K
|
60
$3.59K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
53New |
$14.4K - $16K
|
53
$3.17K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
53+ 1.64% |
$14.4K - $16K
|
3.28K
$196K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
53New |
$14.4K - $16K
|
53
$3.17K
|