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 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
200+ 2.86% |
$19.1K - $21.8K
|
7.2K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
193+ 8.46% |
$18.4K - $21K
|
2.48K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
182New |
$17.4K - $19.8K
|
182
$28.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
165+ 7.08% |
$15.8K - $18K
|
2.49K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
164+ 74.55% |
$15.7K - $17.9K
|
384
$59.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
162+ 1.56% |
$15.5K - $17.7K
|
10.5K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
157+ 4.55% |
$15K - $17.1K
|
3.61K
$558K
|
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
155+ 0.81% |
$14.8K - $16.9K
|
19.4K
$2.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
154+ 5.28% |
$14.7K - $16.8K
|
3.07K
$475K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
147+ 0.75% |
$14K - $16K
|
19.8K
$3.06M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
140New |
$13.4K - $15.3K
|
140
$21.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
139+ 2.13% |
$13.3K - $15.1K
|
6.67K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
130New |
$12.4K - $14.2K
|
130
$20.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
125+ 11.49% |
$11.9K - $13.6K
|
1.21K
$188K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
113+ 2.14% |
$10.8K - $12.3K
|
5.38K
$832K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
107New |
$10.2K - $11.7K
|
107
$16.5K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100New |
$9.55K - $10.9K
|
100
$15.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
90+ 1.53% |
$8.6K - $9.81K
|
5.96K
$922K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
82+ 16.4% |
$7.83K - $8.93K
|
582
$90K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
75New |
$7.16K - $8.17K
|
75
$11.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
70New |
$6.69K - $7.63K
|
70
$10.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
64+ 0.7% |
$6.11K - $6.97K
|
9.25K
$1.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
63+ 1.42% |
$6.02K - $6.86K
|
4.5K
$696K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60New |
$5.73K - $6.54K
|
60
$9.27K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
46New |
$4.39K - $5.01K
|
46
$7.11K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
42New |
$4.01K - $4.58K
|
42
$6.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36+ 1.34% |
$3.44K - $3.92K
|
2.73K
$422K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
23New |
$2.2K - $2.51K
|
23
$3.56K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
21+ 1.37% |
$2.01K - $2.29K
|
1.55K
$240K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
18+ 1.14% |
$1.72K - $1.96K
|
1.6K
$247K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
16New |
$1.53K - $1.74K
|
16
$2.47K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16+ 0.33% |
$1.53K - $1.74K
|
4.89K
$755K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13+ 0.21% |
$1.24K - $1.42K
|
6.31K
$975K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11+ 0.31% |
$1.05K - $1.2K
|
3.57K
$552K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.1% |
$1.05K - $1.2K
|
11.3K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
9+ 6.57% |
$860 - $981
|
146
$22.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8New |
$764 - $872
|
8
$1.24K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
6New |
$573 - $654
|
6
$927
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.04% |
$191 - $218
|
5K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$191 - $218
|
2.28K
$352K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$95.5 - $109
|
226
$34.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$95.5 - $109
|
1
$155
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$95.5 - $109
|
1.81K
$280K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.16% |
$95.5 - $109
|
635
$98.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.48% |
$95.5 - $109
|
211
$32.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.03% |
$95.5 - $109
|
3.22K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1+ 0.03% |
$95.5 - $109
|
2.95K
$456K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$95.5 - $109
|
2.55K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$95.5 - $109
|
2.45K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.24% |
$95.5 - $109
|
423
$65.4K
|