Purchases and Sales Made in Q4 2021 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18K+ 23.35% |
$124K - $135K
|
6.24K
$835K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.18KNew |
$123K - $135K
|
1.18K
$157K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.18KNew |
$123K - $135K
|
1.18K
$157K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
1.03K+ 6.47% |
$108K - $118K
|
17K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.02K+ 9.68% |
$107K - $117K
|
11.6K
$1.55M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.01K+ 44.89% |
$106K - $115K
|
3.26K
$436K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$104K - $114K
|
1K
$134K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
979+ 10.93% |
$102K - $112K
|
9.93K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
938+ 3.04% |
$98K - $107K
|
31.8K
$4.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
775+ 3.15% |
$81K - $88.6K
|
25.4K
$3.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
724+ 7.49% |
$75.7K - $82.7K
|
10.4K
$1.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
688+ 6.99% |
$71.9K - $78.6K
|
10.5K
$1.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
649+ 1.64% |
$67.8K - $74.2K
|
40.3K
$5.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
623+ 10.87% |
$65.1K - $71.2K
|
6.36K
$851K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
616+ 3.99% |
$64.4K - $70.4K
|
16.1K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
587+ 20.63% |
$61.3K - $67.1K
|
3.43K
$459K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
565+ 1.54% |
$59K - $64.6K
|
37.3K
$4.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
507+ 16.4% |
$53K - $57.9K
|
3.6K
$481K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
490New |
$51.2K - $56K
|
490
$65.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
488+ 11.97% |
$51K - $55.8K
|
4.57K
$611K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
480+ 8.83% |
$50.2K - $54.9K
|
5.92K
$792K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
448+ 2.74% |
$46.8K - $51.2K
|
16.8K
$2.25M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
419New |
$43.8K - $47.9K
|
419
$56.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
388New |
$40.5K - $44.3K
|
388
$51.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
380New |
$39.7K - $43.4K
|
380
$50.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
377+ 10.15% |
$39.4K - $43.1K
|
4.09K
$548K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
368+ 0.34% |
$38.5K - $42.1K
|
108K
$14.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
314New |
$32.8K - $35.9K
|
314
$42K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
312+ 10.05% |
$32.6K - $35.7K
|
3.42K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
311+ 1.69% |
$32.5K - $35.5K
|
18.7K
$2.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
296+ 2.35% |
$30.9K - $33.8K
|
12.9K
$1.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
269+ 8.04% |
$28.1K - $30.7K
|
3.62K
$484K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
243+ 3.84% |
$25.4K - $27.8K
|
6.57K
$879K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
233+ 3.27% |
$24.3K - $26.6K
|
7.35K
$983K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
190+ 2.28% |
$19.9K - $21.7K
|
8.53K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
172+ 30.07% |
$18K - $19.7K
|
744
$99.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
170+ 15.45% |
$17.8K - $19.4K
|
1.27K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146+ 0.78% |
$15.3K - $16.7K
|
19K
$2.54M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
145New |
$15.2K - $16.6K
|
145
$19.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
121+ 0.28% |
$12.6K - $13.8K
|
44K
$5.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
118New |
$12.3K - $13.5K
|
118
$15.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
112New |
$11.7K - $12.8K
|
112
$15K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
82+ 2.04% |
$8.57K - $9.37K
|
4.11K
$550K
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
80+ 0.43% |
$8.36K - $9.14K
|
18.9K
$2.53M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
70New |
$7.31K - $8K
|
70
$9.37K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
70New |
$7.31K - $8K
|
70
$9.37K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
67New |
$7K - $7.66K
|
67
$8.96K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
63New |
$6.58K - $7.2K
|
63
$8.43K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
57+ 11.15% |
$5.96K - $6.51K
|
568
$76K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
41+ 0.55% |
$4.28K - $4.69K
|
7.52K
$1.01M
|