Purchases and Sales Made in Q4 2021 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
20.3KNew |
$2.09M - $2.35M
|
20.3K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
19.8KNew |
$2.04M - $2.3M
|
19.8K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
18.7KNew |
$1.93M - $2.18M
|
18.7K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18.6KNew |
$1.92M - $2.16M
|
18.6K
$1.7M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
18.3KNew |
$1.88M - $2.12M
|
18.3K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
17.6K+ 23.39% |
$1.81M - $2.04M
|
92.6K
$8.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
17.2KNew |
$1.77M - $1.99M
|
17.2K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.3K+ 618.08% |
$1.68M - $1.89M
|
18.9K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.7KNew |
$1.61M - $1.82M
|
15.7K
$1.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$1.53M - $1.72M
|
14.8K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
14.6K+ 291.35% |
$1.51M - $1.7M
|
19.6K
$1.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.5KNew |
$1.49M - $1.68M
|
14.5K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 4.71% |
$1.37M - $1.55M
|
296K
$27.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 60.11% |
$1.33M - $1.5M
|
34.4K
$3.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
12.6KNew |
$1.3M - $1.46M
|
12.6K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
12.2K+ 16.33% |
$1.25M - $1.41M
|
86.7K
$7.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
11.8K+ 12.66% |
$1.22M - $1.37M
|
105K
$9.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
11.6K+ 218.87% |
$1.2M - $1.35M
|
16.9K
$1.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.5KNew |
$1.19M - $1.34M
|
11.5K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11.1K+ 178.47% |
$1.15M - $1.29M
|
17.4K
$1.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.1K+ 211.34% |
$1.14M - $1.29M
|
16.4K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
11KNew |
$1.13M - $1.28M
|
11K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
10.8KNew |
$1.12M - $1.26M
|
10.8K
$992K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
10.8K+ 23.88% |
$1.11M - $1.25M
|
56K
$5.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.5KNew |
$1.08M - $1.22M
|
10.5K
$962K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
10.1K+ 119.26% |
$1.04M - $1.18M
|
18.6K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.1KNew |
$1.04M - $1.17M
|
10.1K
$922K
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
9.95K+ 995400.0% |
$1.03M - $1.16M
|
9.96K
$911K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.68K+ 129.89% |
$997K - $1.12M
|
17.1K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.36K+ 4.32% |
$965K - $1.09M
|
226K
$20.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
9.34K+ 10.49% |
$962K - $1.08M
|
98.3K
$9M
|
|
|
Feb 14, 2022
Q4 2021
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
9.24KNew |
$952K - $1.07M
|
9.24K
$845K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.93KNew |
$920K - $1.04M
|
8.93K
$817K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7.77KNew |
$800K - $902K
|
7.77K
$711K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.34KNew |
$756K - $852K
|
7.34K
$671K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.32K+ 9.81% |
$754K - $850K
|
81.9K
$7.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.02KNew |
$723K - $815K
|
7.02K
$642K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.58KNew |
$677K - $764K
|
6.58K
$601K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
6.22K+ 185.34% |
$641K - $722K
|
9.57K
$876K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
5.87K+ 75.59% |
$605K - $682K
|
13.6K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.83K+ 8.4% |
$600K - $677K
|
75.2K
$6.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.55KNew |
$571K - $644K
|
5.55K
$507K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.47KNew |
$564K - $635K
|
5.47K
$500K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.25KNew |
$541K - $610K
|
5.25K
$480K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.23KNew |
$539K - $608K
|
5.23K
$479K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.98K+ 13.08% |
$513K - $578K
|
43K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
4.68K+ 13.19% |
$482K - $544K
|
40.2K
$3.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.6K+ 9.75% |
$474K - $535K
|
51.8K
$4.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
4.6KNew |
$474K - $534K
|
4.6K
$421K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
4.45K+ 65.03% |
$459K - $517K
|
11.3K
$1.03M
|