Purchases and Sales Made in Q3 2021 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
528KNew |
$51.5M - $58.4M
|
528K
$80.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
205KNew |
$20M - $22.7M
|
205K
$31.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
149KNew |
$14.6M - $16.5M
|
149K
$22.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.1K+ 144.95% |
$8.21M - $9.31M
|
142K
$21.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
67.7K+ 13.51% |
$6.61M - $7.5M
|
569K
$86.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.8K+ 26.7% |
$6.33M - $7.18M
|
308K
$47M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
58.1KNew |
$5.67M - $6.43M
|
58.1K
$8.87M
|
|
|
Oct 29, 2021
Q3 2021
|
Q3 Asset Management
|
BUY
|
- |
49K+ 546.06% |
$4.79M - $5.43M
|
58K
$8.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48.4K+ 2492.32% |
$4.72M - $5.36M
|
50.3K
$7.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.1K+ 96.84% |
$3.43M - $3.89M
|
71.4K
$10.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
31.6KNew |
$3.08M - $3.5M
|
31.6K
$4.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
28.8K+ 1576.78% |
$2.81M - $3.19M
|
30.6K
$4.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
26.7K+ 31.69% |
$2.6M - $2.95M
|
111K
$16.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
26.1K+ 14.07% |
$2.54M - $2.89M
|
211K
$32.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.8K+ 1105.82% |
$2.52M - $2.86M
|
28.2K
$4.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.3K+ 20.94% |
$1.59M - $1.8M
|
94K
$14.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
15.8K+ 263.63% |
$1.54M - $1.75M
|
21.8K
$3.32M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.1KNew |
$1.47M - $1.67M
|
15.1K
$2.3M
|
|
|
Nov 17, 2021
Q3 2021
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
14.7KNew |
$1.43M - $1.62M
|
14.7K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
14.2KNew |
$1.39M - $1.57M
|
14.2K
$2.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 26.15% |
$1.32M - $1.5M
|
65.4K
$9.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 11.4% |
$1.13M - $1.28M
|
113K
$17.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
11K+ 13.99% |
$1.07M - $1.22M
|
89.6K
$13.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.6KNew |
$1.04M - $1.18M
|
10.6K
$1.62M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
10.3KNew |
$1.01M - $1.14M
|
10.3K
$1.58M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2K+ 10.54% |
$991K - $1.12M
|
106K
$16.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
8.97KNew |
$876K - $993K
|
8.97K
$1.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
8.22K+ 22.38% |
$802K - $910K
|
44.9K
$6.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.09K+ 55.75% |
$789K - $895K
|
22.6K
$3.45M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.78KNew |
$759K - $861K
|
7.78K
$1.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.39K+ 281.55% |
$721K - $818K
|
10K
$1.53M
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.19KNew |
$702K - $796K
|
7.19K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.69KNew |
$555K - $630K
|
5.69K
$868K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.5KNew |
$537K - $609K
|
5.5K
$840K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.07K+ 787.89% |
$495K - $562K
|
5.72K
$873K
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.9KNew |
$381K - $432K
|
3.9K
$596K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.68K+ 18.48% |
$359K - $408K
|
23.6K
$3.6M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.54K+ 1039.71% |
$345K - $391K
|
3.88K
$592K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.5K+ 73.34% |
$341K - $387K
|
8.26K
$1.26M
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
3KNew |
$293K - $332K
|
3K
$458K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.85KNew |
$278K - $315K
|
2.85K
$435K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.67K+ 113.71% |
$261K - $296K
|
5.02K
$766K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.63KNew |
$256K - $291K
|
2.63K
$401K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.49KNew |
$243K - $275K
|
2.49K
$379K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.33KNew |
$228K - $258K
|
2.33K
$356K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.22KNew |
$217K - $246K
|
2.22K
$339K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.19K+ 1.28% |
$214K - $242K
|
174K
$26.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.09K+ 4635.56% |
$204K - $231K
|
2.13K
$325K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.74K+ 4.19% |
$169K - $192K
|
43.2K
$6.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.68KNew |
$164K - $186K
|
1.68K
$257K
|