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 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
$456K - $515K
|
4.43K
$405K
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.35KNew |
$448K - $505K
|
4.35K
$397K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.3KNew |
$443K - $499K
|
4.3K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.97KNew |
$409K - $462K
|
3.97K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.81K+ 114.69% |
$392K - $442K
|
7.13K
$652K
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.75K+ 7.51% |
$386K - $435K
|
53.6K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
3.61KNew |
$372K - $419K
|
3.61K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.55K+ 78.4% |
$365K - $412K
|
8.07K
$738K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.13K+ 35.46% |
$322K - $364K
|
12K
$1.09M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.1KNew |
$319K - $360K
|
3.1K
$284K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.09K+ 3.86% |
$319K - $359K
|
83.1K
$7.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
3.09K+ 26.38% |
$318K - $359K
|
14.8K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.03KNew |
$312K - $351K
|
3.03K
$277K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.96K+ 37.97% |
$305K - $344K
|
10.8K
$985K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.95K+ 68.43% |
$304K - $343K
|
7.27K
$665K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.9KNew |
$299K - $337K
|
2.9K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.76K+ 7.39% |
$285K - $321K
|
40.1K
$3.67M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.61K+ 147.57% |
$269K - $303K
|
4.38K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.6KNew |
$268K - $302K
|
2.6K
$238K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.56KNew |
$263K - $297K
|
2.56K
$234K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.52KNew |
$260K - $293K
|
2.52K
$230K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
2.52KNew |
$259K - $292K
|
2.52K
$230K
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
2.51KNew |
$258K - $291K
|
2.51K
$229K
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$256K - $289K
|
2.49K
$227K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.46KNew |
$253K - $285K
|
2.46K
$225K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.4KNew |
$247K - $279K
|
2.4K
$220K
|
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.38KNew |
$245K - $276K
|
2.38K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.28K+ 102.39% |
$234K - $264K
|
4.5K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.2KNew |
$227K - $256K
|
2.2K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.16K+ 5.84% |
$222K - $251K
|
39.1K
$3.58M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.12KNew |
$219K - $246K
|
2.12K
$194K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
2.12KNew |
$218K - $246K
|
2.12K
$194K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.08KNew |
$214K - $241K
|
2.08K
$190K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.07KNew |
$213K - $240K
|
2.07K
$189K
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.01K+ 8.79% |
$207K - $233K
|
24.8K
$2.27M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2KNew |
$206K - $232K
|
2K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.99K+ 99.8% |
$205K - $231K
|
3.98K
$364K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.98KNew |
$204K - $230K
|
1.98K
$181K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.97K+ 21.11% |
$203K - $228K
|
11.3K
$1.03M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.96K+ 161.67% |
$202K - $228K
|
3.17K
$290K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.96K+ 9.0% |
$202K - $227K
|
23.7K
$2.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$200K - $225K
|
1.94K
$177K
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.92KNew |
$198K - $223K
|
1.92K
$176K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.89K+ 7.27% |
$195K - $220K
|
27.9K
$2.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.87KNew |
$193K - $217K
|
1.87K
$171K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.86K+ 4771.79% |
$192K - $216K
|
1.9K
$174K
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.86KNew |
$192K - $216K
|
1.86K
$170K
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
1.86KNew |
$191K - $216K
|
1.86K
$170K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.85KNew |
$191K - $215K
|
1.85K
$169K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.84KNew |
$189K - $213K
|
1.84K
$168K
|