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 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.27% |
$1.44K - $1.63K
|
5.13K
$469K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.27% |
$2.06K - $2.32K
|
7.51K
$687K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-24- 26.37% |
$2.47K - $2.79K
|
67
$6.13K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24- 0.22% |
$2.47K - $2.79K
|
10.8K
$985K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-24- 1.13% |
$2.47K - $2.79K
|
2.11K
$193K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 0.57% |
$2.58K - $2.9K
|
4.37K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30- 0.07% |
$3.09K - $3.48K
|
45.5K
$4.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-32- 1.09% |
$3.3K - $3.72K
|
2.92K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37- 0.24% |
$3.81K - $4.3K
|
15.1K
$1.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-41- 1.53% |
$4.22K - $4.76K
|
2.64K
$242K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-42- 1.28% |
$4.33K - $4.88K
|
3.23K
$296K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-42- 0.29% |
$4.33K - $4.88K
|
14.3K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-44- 1.33% |
$4.53K - $5.11K
|
3.27K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-44- 5.75% |
$4.53K - $5.11K
|
721
$66K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-45Closed |
$4.64K - $5.23K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-47Closed |
$4.84K - $5.46K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-48- 4.67% |
$4.95K - $5.57K
|
979
$89.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 1.64% |
$5.15K - $5.81K
|
3K
$274K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-54- 0.54% |
$5.56K - $6.27K
|
9.96K
$911K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60- 0.34% |
$6.18K - $6.97K
|
17.8K
$1.63M
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-64- 1.36% |
$6.59K - $7.43K
|
4.65K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-69- 0.3% |
$7.11K - $8.01K
|
22.8K
$2.09M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-70- 2.76% |
$7.21K - $8.13K
|
2.46K
$225K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-85- 2.86% |
$8.76K - $9.87K
|
2.89K
$264K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-100- 5.09% |
$10.3K - $11.6K
|
1.87K
$171K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-104Closed |
$10.7K - $12.1K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-112- 3.12% |
$11.5K - $13K
|
3.48K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-114- 5.57% |
$11.7K - $13.2K
|
1.93K
$177K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-114- 1.14% |
$11.7K - $13.2K
|
9.9K
$905K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-119- 6.14% |
$12.3K - $13.8K
|
1.82K
$166K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-132- 5.33% |
$13.6K - $15.3K
|
2.34K
$214K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-135- 2.12% |
$13.9K - $15.7K
|
6.24K
$571K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-136- 4.62% |
$14K - $15.8K
|
2.81K
$257K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-150- 23.81% |
$15.5K - $17.4K
|
480
$43.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-150- 3.85% |
$15.5K - $17.4K
|
3.75K
$343K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-161- 3.44% |
$16.6K - $18.7K
|
4.52K
$413K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-174- 1.71% |
$17.9K - $20.2K
|
9.98K
$913K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-175- 3.08% |
$18K - $20.3K
|
5.52K
$505K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-188- 6.17% |
$19.4K - $21.8K
|
2.86K
$262K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200- 15.2% |
$20.6K - $23.2K
|
1.12K
$102K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-201- 3.4% |
$20.7K - $23.3K
|
5.71K
$523K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-225- 14.48% |
$23.2K - $26.1K
|
1.33K
$122K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-246- 12.41% |
$25.3K - $28.6K
|
1.74K
$159K
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-248- 5.99% |
$25.6K - $28.8K
|
3.89K
$356K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-248- 16.43% |
$25.6K - $28.8K
|
1.26K
$115K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-250- 15.53% |
$25.8K - $29K
|
1.36K
$124K
|
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-255- 7.06% |
$26.3K - $29.6K
|
3.36K
$307K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-257- 2.08% |
$26.5K - $29.8K
|
12.1K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-274- 4.3% |
$28.2K - $31.8K
|
6.1K
$558K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-280- 3.19% |
$28.8K - $32.5K
|
8.49K
$776K
|