Purchases and Sales Made in Q2 2021 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q2 2021. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
644New |
$60.3K - $66.6K
|
644
$100K
|
|
|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
600+ 2.29% |
$56.2K - $62K
|
26.8K
$4.17M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
377+ 110.88% |
$35.3K - $39K
|
717
$112K
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
323New |
$30.2K - $33.4K
|
323
$50.3K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
313New |
$29.3K - $32.3K
|
313
$48.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
245+ 4.27% |
$22.9K - $25.3K
|
5.99K
$932K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213New |
$19.9K - $22K
|
213
$33.2K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
100+ 285.71% |
$9.37K - $10.3K
|
135
$21K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
79New |
$7.4K - $8.16K
|
79
$12.3K
|
|
|
Jul 21, 2021
Q2 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
78+ 3.33% |
$7.3K - $8.06K
|
2.42K
$377K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
75New |
$7.02K - $7.75K
|
75
$11.7K
|
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
57+ 1.39% |
$5.34K - $5.89K
|
4.16K
$648K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
45New |
$4.21K - $4.65K
|
45
$7.01K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$2.34K - $2.58K
|
25
$3.89K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
17+ 0.23% |
$1.59K - $1.76K
|
7.26K
$1.13M
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.8% |
$93.7 - $103
|
126
$19.6K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15Closed |
$1.4K - $1.55K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24- 0.76% |
$2.25K - $2.48K
|
3.14K
$488K
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-60Closed |
$5.62K - $6.2K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-73- 12.99% |
$6.84K - $7.54K
|
489
$76.1K
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-129- 4.2% |
$12.1K - $13.3K
|
2.94K
$458K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-200Closed |
$18.7K - $20.7K
|
0
$0
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-316- 7.87% |
$29.6K - $32.7K
|
3.7K
$576K
|
|
|
Jul 16, 2021
Q2 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.12K- 1.6% |
$105K - $115K
|
68.6K
$10.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-1.12K- 11.57% |
$105K - $116K
|
8.55K
$1.33M
|
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.54KClosed |
$144K - $159K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.18KClosed |
$204K - $225K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.25KClosed |
$211K - $232K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.89K- 57.99% |
$271K - $299K
|
2.1K
$326K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.91K- 36.78% |
$272K - $301K
|
5K
$779K
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.62KClosed |
$526K - $581K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-8.41KClosed |
$787K - $869K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-12.2KClosed |
$1.14M - $1.26M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.8K- 95.04% |
$4.19M - $4.63M
|
2.34K
$363K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-57.4K- 49.75% |
$5.38M - $5.93M
|
58K
$9.03M
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-155K- 23.63% |
$14.5M - $16M
|
501K
$78M
|