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 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
52+ 5.35% |
$14.1K - $15.7K
|
1.02K
$61.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$2.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$2.99K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
50New |
$13.6K - $15.1K
|
50
$2.99K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
48+ 0.74% |
$13K - $14.5K
|
6.54K
$391K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
46+ 2.28% |
$12.5K - $13.9K
|
2.06K
$123K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
45+ 0.54% |
$12.2K - $13.6K
|
8.33K
$498K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44+ 1.49% |
$12K - $13.3K
|
3.01K
$180K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 7.28% |
$11.7K - $13K
|
634
$37.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
41+ 1.41% |
$11.1K - $12.4K
|
2.96K
$177K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
40New |
$10.9K - $12.1K
|
40
$2.39K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
40New |
$10.9K - $12.1K
|
40
$2.39K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
39New |
$10.6K - $11.8K
|
39
$2.33K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
32New |
$8.7K - $9.66K
|
32
$1.91K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
31+ 1.15% |
$8.43K - $9.36K
|
2.73K
$163K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$8.15K - $9.06K
|
30
$1.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
30+ 0.14% |
$8.15K - $9.06K
|
22K
$1.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 2.35% |
$6.8K - $7.55K
|
1.09K
$65.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
25+ 0.87% |
$6.8K - $7.55K
|
2.92K
$174K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
22+ 0.53% |
$5.98K - $6.64K
|
4.16K
$249K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21New |
$5.71K - $6.34K
|
21
$1.26K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
20+ 0.5% |
$5.44K - $6.04K
|
4.02K
$241K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20New |
$5.44K - $6.04K
|
20
$1.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18+ 3.44% |
$4.89K - $5.43K
|
541
$32.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
17+ 1.87% |
$4.62K - $5.13K
|
926
$55.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
13+ 1.07% |
$3.53K - $3.92K
|
1.23K
$73.3K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11+ 0.71% |
$2.99K - $3.32K
|
1.57K
$93.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.58% |
$2.45K - $2.72K
|
1.56K
$93.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8+ 0.26% |
$2.17K - $2.42K
|
3.13K
$187K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7+ 0.53% |
$1.9K - $2.11K
|
1.34K
$80K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
7+ 0.59% |
$1.9K - $2.11K
|
1.19K
$70.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.14% |
$1.63K - $1.81K
|
4.19K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4+ 0.49% |
$1.09K - $1.21K
|
827
$49.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.24% |
$815 - $906
|
1.23K
$73.5K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2+ 0.09% |
$544 - $604
|
2.32K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.1% |
$544 - $604
|
2.05K
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.13% |
$544 - $604
|
1.48K
$88.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.12% |
$272 - $302
|
825
$49.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 2.22% |
$272 - $302
|
46
$2.75K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.03% |
$272 - $302
|
3.99K
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$272 - $302
|
2.27K
$136K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.16% |
$272 - $302
|
631
$37.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$272 - $302
|
4.4K
$264K
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1+ 0.06% |
$272 - $302
|
1.6K
$95.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.0% |
$272 - $302
|
51
$3.05K
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.11% |
$272 - $302
|
874
$52.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 0.67% |
$272 - $302
|
151
$9.04K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$272 - $302
|
833
$49.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.66% |
$272 - $302
|
152
$9.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3- 0.28% |
$815 - $906
|
1.06K
$63.3K
|