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 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-5- 0.08% |
$1.36K - $1.51K
|
6.13K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.5% |
$1.9K - $2.11K
|
1.38K
$82.7K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10Closed |
$2.72K - $3.02K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10- 0.38% |
$2.72K - $3.02K
|
2.6K
$155K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-12- 2.22% |
$3.26K - $3.62K
|
528
$31.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14Closed |
$3.81K - $4.23K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-15- 1.24% |
$4.08K - $4.53K
|
1.2K
$71.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-15- 0.8% |
$4.08K - $4.53K
|
1.86K
$111K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21- 2.33% |
$5.71K - $6.34K
|
882
$52.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-25- 19.69% |
$6.8K - $7.55K
|
102
$6.1K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-27- 3.21% |
$7.34K - $8.15K
|
814
$48.7K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28- 0.88% |
$7.61K - $8.45K
|
3.16K
$189K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29- 0.19% |
$7.88K - $8.75K
|
15.2K
$910K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-33- 30.28% |
$8.97K - $9.96K
|
76
$4.55K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-34- 0.54% |
$9.24K - $10.3K
|
6.3K
$377K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34- 62.96% |
$9.24K - $10.3K
|
20
$1.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-38- 5.15% |
$10.3K - $11.5K
|
700
$41.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-40- 0.64% |
$10.9K - $12.1K
|
6.21K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40- 1.28% |
$10.9K - $12.1K
|
3.08K
$184K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41- 3.2% |
$11.1K - $12.4K
|
1.24K
$74.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-42- 2.48% |
$11.4K - $12.7K
|
1.65K
$98.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-47- 2.23% |
$12.8K - $14.2K
|
2.07K
$124K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-49- 5.72% |
$13.3K - $14.8K
|
807
$48.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-50- 38.17% |
$13.6K - $15.1K
|
81
$4.85K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-50Closed |
$13.6K - $15.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-50- 1.56% |
$13.6K - $15.1K
|
3.15K
$188K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-50- 3.43% |
$13.6K - $15.1K
|
1.41K
$84.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-50- 3.86% |
$13.6K - $15.1K
|
1.25K
$74.6K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-56- 0.27% |
$15.2K - $16.9K
|
20.4K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-77- 39.9% |
$20.9K - $23.2K
|
116
$6.94K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-82Closed |
$22.3K - $24.8K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-84- 6.0% |
$22.8K - $25.4K
|
1.32K
$78.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-89- 4.2% |
$24.2K - $26.9K
|
2.03K
$121K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-101- 9.29% |
$27.5K - $30.5K
|
986
$59K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-115Closed |
$31.3K - $34.7K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-120- 5.06% |
$32.6K - $36.2K
|
2.25K
$135K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-125- 26.04% |
$34K - $37.7K
|
355
$21.2K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-125- 11.69% |
$34K - $37.7K
|
944
$56.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-125- 5.14% |
$34K - $37.7K
|
2.31K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-130- 8.32% |
$35.3K - $39.2K
|
1.43K
$85.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-142- 7.7% |
$38.6K - $42.9K
|
1.7K
$102K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-149- 3.41% |
$40.5K - $45K
|
4.22K
$253K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-150- 12.35% |
$40.8K - $45.3K
|
1.07K
$63.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-150- 15.2% |
$40.8K - $45.3K
|
837
$50.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-158- 41.91% |
$42.9K - $47.7K
|
219
$13.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-158- 4.13% |
$42.9K - $47.7K
|
3.67K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-162- 3.62% |
$44K - $48.9K
|
4.32K
$258K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-165- 8.1% |
$44.9K - $49.8K
|
1.87K
$112K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-169- 5.55% |
$45.9K - $51K
|
2.88K
$172K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-170- 10.23% |
$46.2K - $51.3K
|
1.49K
$89.2K
|