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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
40+ 0.3% |
$4.18K - $4.57K
|
13.2K
$1.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38+ 0.72% |
$3.97K - $4.34K
|
5.28K
$743K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
33+ 1.13% |
$3.45K - $3.77K
|
2.96K
$416K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
33+ 1.13% |
$3.45K - $3.77K
|
2.96K
$416K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$3.13K - $3.43K
|
30
$4.22K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 3.51% |
$2.61K - $2.86K
|
738
$104K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
25+ 0.96% |
$2.61K - $2.86K
|
2.63K
$370K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20+ 0.36% |
$2.09K - $2.29K
|
5.64K
$793K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.18% |
$1.04K - $1.14K
|
5.72K
$805K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9+ 0.15% |
$940 - $1.03K
|
6.19K
$871K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.2% |
$731 - $800
|
3.43K
$483K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.38% |
$731 - $800
|
1.83K
$258K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 1.19% |
$522 - $571
|
425
$59.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.23% |
$522 - $571
|
2.2K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5+ 1.04% |
$522 - $571
|
487
$68.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.45% |
$522 - $571
|
1.11K
$157K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
5+ 0.06% |
$522 - $571
|
8.72K
$1.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.25% |
$418 - $457
|
1.58K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.03% |
$418 - $457
|
12.2K
$1.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$209 - $229
|
606
$85.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$104 - $114
|
7.39K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.32% |
$104 - $114
|
311
$43.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$104 - $114
|
6.49K
$913K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.16% |
$104 - $114
|
608
$85.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.86% |
$104 - $114
|
117
$16.5K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.5% |
$104 - $114
|
202
$28.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.04% |
$104 - $114
|
2.24K
$315K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$104 - $114
|
232
$32.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.03% |
$104 - $114
|
2.94K
$413K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$209 - $229
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3- 0.14% |
$313 - $343
|
2.1K
$296K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-4- 0.03% |
$418 - $457
|
13.1K
$1.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-5- 0.2% |
$522 - $571
|
2.53K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-8- 0.85% |
$836 - $914
|
936
$132K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-15- 0.15% |
$1.57K - $1.71K
|
10.1K
$1.42M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15- 3.36% |
$1.57K - $1.71K
|
432
$60.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-17- 1.4% |
$1.78K - $1.94K
|
1.2K
$168K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-17- 40.48% |
$1.78K - $1.94K
|
25
$3.52K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-22- 0.41% |
$2.3K - $2.51K
|
5.41K
$761K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-22- 0.66% |
$2.3K - $2.51K
|
3.29K
$463K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-25- 0.03% |
$2.61K - $2.86K
|
72.6K
$10.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-30Closed |
$3.13K - $3.43K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-30Closed |
$3.13K - $3.43K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-46- 1.51% |
$4.81K - $5.26K
|
3K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-60- 2.69% |
$6.27K - $6.86K
|
2.17K
$305K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-62- 0.77% |
$6.48K - $7.09K
|
8K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-92Closed |
$9.61K - $10.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-102Closed |
$10.7K - $11.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-107- 3.11% |
$11.2K - $12.2K
|
3.34K
$470K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-120Closed |
$12.5K - $13.7K
|
0
$0
|