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
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400+ 625.0% |
$41.2K - $46.5K
|
464
$42.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
393+ 10.1% |
$40.5K - $45.6K
|
4.28K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
363New |
$37.4K - $42.2K
|
363
$33.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
358+ 0.78% |
$36.9K - $41.6K
|
46.5K
$4.25M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
351New |
$36.2K - $40.8K
|
351
$32.1K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
345+ 5.47% |
$35.5K - $40.1K
|
6.65K
$609K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
335New |
$34.5K - $38.9K
|
335
$30.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
329+ 19.42% |
$33.9K - $38.2K
|
2.02K
$185K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
329New |
$33.9K - $38.2K
|
329
$30.1K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
323+ 307.62% |
$33.3K - $37.5K
|
428
$39.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
311+ 7.63% |
$32K - $36.1K
|
4.39K
$401K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
303+ 6.68% |
$31.2K - $35.2K
|
4.84K
$443K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
301+ 6.47% |
$31K - $35K
|
4.95K
$453K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
300+ 4.24% |
$30.9K - $34.8K
|
7.37K
$674K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
296+ 2.11% |
$30.5K - $34.4K
|
14.3K
$1.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
276+ 4.69% |
$28.4K - $32.1K
|
6.16K
$563K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
271+ 4.61% |
$27.9K - $31.5K
|
6.15K
$563K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
265+ 4.79% |
$27.3K - $30.8K
|
5.8K
$530K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
264New |
$27.2K - $30.7K
|
264
$24.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
262+ 161.73% |
$27K - $30.4K
|
424
$38.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
240New |
$24.7K - $27.9K
|
240
$22K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
190+ 7.42% |
$19.6K - $22.1K
|
2.75K
$252K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
190+ 65.74% |
$19.6K - $22.1K
|
479
$43.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
177New |
$18.2K - $20.6K
|
177
$16.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
175+ 269.23% |
$18K - $20.3K
|
240
$22K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
170+ 72.03% |
$17.5K - $19.7K
|
406
$37.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
166+ 1.51% |
$17.1K - $19.3K
|
11.1K
$1.02M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
155+ 7.1% |
$16K - $18K
|
2.34K
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
145+ 0.53% |
$14.9K - $16.8K
|
27.4K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
132+ 0.36% |
$13.6K - $15.3K
|
36.9K
$3.37M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
125New |
$12.9K - $14.5K
|
125
$11.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
122+ 0.86% |
$12.6K - $14.2K
|
14.4K
$1.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
102+ 7.56% |
$10.5K - $11.8K
|
1.45K
$133K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$10.3K - $11.6K
|
100
$9.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
100+ 90.91% |
$10.3K - $11.6K
|
210
$19.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$10.3K - $11.6K
|
100
$9.15K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
90New |
$9.27K - $10.5K
|
90
$8.23K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
85+ 1.83% |
$8.76K - $9.87K
|
4.74K
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
84+ 44.21% |
$8.65K - $9.76K
|
274
$25.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
81+ 0.22% |
$8.35K - $9.41K
|
37.7K
$3.44M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
76New |
$7.83K - $8.83K
|
76
$6.95K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
75+ 1.17% |
$7.73K - $8.71K
|
6.51K
$596K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
71+ 0.93% |
$7.32K - $8.25K
|
7.68K
$703K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
66+ 0.61% |
$6.8K - $7.67K
|
10.9K
$994K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
57+ 2.83% |
$5.87K - $6.62K
|
2.07K
$189K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
57New |
$5.87K - $6.62K
|
57
$5.21K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
53New |
$5.46K - $6.16K
|
53
$4.85K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
48+ 1.76% |
$4.95K - $5.57K
|
2.77K
$253K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48+ 0.21% |
$4.95K - $5.57K
|
23.4K
$2.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47+ 1.8% |
$4.84K - $5.46K
|
2.66K
$244K
|