Purchases and Sales Made in Q4 2021 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-279- 6.89% |
$26.7K - $30.4K
|
3.77K
$590K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-280- 5.92% |
$26.7K - $30.5K
|
4.45K
$696K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-290- 12.17% |
$27.7K - $31.6K
|
2.09K
$328K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-296- 4.28% |
$28.3K - $32.3K
|
6.62K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-301- 6.22% |
$28.8K - $32.8K
|
4.54K
$710K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-303- 11.75% |
$28.9K - $33K
|
2.28K
$356K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-316- 50.08% |
$30.2K - $34.4K
|
315
$49.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-327- 4.27% |
$31.2K - $35.6K
|
7.34K
$1.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-330- 62.26% |
$31.5K - $36K
|
200
$31.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-346- 7.45% |
$33.1K - $37.7K
|
4.3K
$673K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-350- 11.11% |
$33.4K - $38.1K
|
2.8K
$438K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-354Closed |
$33.8K - $38.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-360Closed |
$34.4K - $39.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-373- 19.87% |
$35.6K - $40.6K
|
1.5K
$235K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-385- 8.08% |
$36.8K - $41.9K
|
4.38K
$685K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-410Closed |
$39.2K - $44.7K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-448- 2.25% |
$42.8K - $48.8K
|
19.5K
$3.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-457- 8.55% |
$43.7K - $49.8K
|
4.89K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-487- 5.06% |
$46.5K - $53.1K
|
9.13K
$1.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-500- 11.64% |
$47.8K - $54.5K
|
3.8K
$595K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-517- 3.44% |
$49.4K - $56.3K
|
14.5K
$2.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-530- 7.93% |
$50.6K - $57.7K
|
6.15K
$964K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-530- 13.57% |
$50.6K - $57.7K
|
3.38K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-530Closed |
$50.6K - $57.7K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-571- 9.6% |
$54.5K - $62.2K
|
5.38K
$842K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-573- 5.1% |
$54.7K - $62.4K
|
10.7K
$1.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-576- 20.24% |
$55K - $62.8K
|
2.27K
$355K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-576- 2.59% |
$55K - $62.8K
|
21.6K
$3.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-590Closed |
$56.4K - $64.3K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-622- 4.87% |
$59.4K - $67.8K
|
12.2K
$1.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-696- 24.68% |
$66.5K - $75.8K
|
2.12K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-798- 11.46% |
$76.2K - $87K
|
6.16K
$965K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-864Closed |
$82.5K - $94.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-897- 19.95% |
$85.7K - $97.7K
|
3.6K
$564K
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-909- 7.69% |
$86.8K - $99K
|
10.9K
$1.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-972Closed |
$92.9K - $106K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-998- 3.37% |
$95.3K - $109K
|
28.6K
$4.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 7.91% |
$95.5K - $109K
|
11.7K
$1.82M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.02K- 10.69% |
$97.8K - $112K
|
8.55K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.09K- 18.51% |
$104K - $118K
|
4.79K
$749K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.12K- 8.93% |
$107K - $122K
|
11.4K
$1.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.15KClosed |
$110K - $126K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 6.74% |
$115K - $131K
|
16.7K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.29K- 12.6% |
$123K - $140K
|
8.92K
$1.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.37K- 7.83% |
$131K - $149K
|
16.1K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.4K- 19.19% |
$134K - $153K
|
5.89K
$923K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.46K- 36.5% |
$139K - $159K
|
2.54K
$398K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.5K- 10.75% |
$143K - $163K
|
12.4K
$1.95M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.56K- 17.38% |
$149K - $170K
|
7.41K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.7KClosed |
$162K - $185K
|
0
$0
|