Purchases and Sales Made in Q1 2021 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.1K+ 141.9% |
$5.16M - $5.6M
|
51.2K
$3.43M
|
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3K+ 194.69% |
$2.8M - $3.04M
|
24.7K
$1.65M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.53K+ 10.22% |
$434K - $471K
|
27.3K
$1.83M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81K+ 7.53% |
$310K - $337K
|
25.8K
$1.73M
|
|
|
Apr 27, 2021
Q1 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.35KNew |
$232K - $252K
|
1.35K
$90.4K
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
775+ 66.75% |
$133K - $144K
|
1.94K
$130K
|
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$85.9K - $93.2K
|
500
$33.5K
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
458New |
$78.7K - $85.3K
|
458
$30.7K
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
444New |
$76.3K - $82.7K
|
444
$29.7K
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
360New |
$61.8K - $67.1K
|
360
$24.1K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
264+ 7.29% |
$45.3K - $49.2K
|
3.88K
$260K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
200+ 9.17% |
$34.4K - $37.3K
|
2.38K
$159K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
176New |
$30.2K - $32.8K
|
176
$11.8K
|
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
55New |
$9.45K - $10.2K
|
55
$3.68K
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
48New |
$8.25K - $8.94K
|
48
$3.21K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31+ 1.75% |
$5.33K - $5.78K
|
1.8K
$121K
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30+ 0.51% |
$5.15K - $5.59K
|
5.93K
$397K
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21New |
$3.61K - $3.91K
|
21
$1.41K
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 1.74% |
$3.44K - $3.73K
|
1.17K
$78.4K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.62% |
$2.23K - $2.42K
|
2.12K
$142K
|
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.37K - $1.49K
|
8
$536
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.54% |
$344 - $373
|
370
$24.8K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.4% |
$344 - $373
|
506
$33.9K
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$172 - $186
|
211
$14.1K
|
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.03% |
$172 - $186
|
3.84K
$257K
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-8- 3.03% |
$1.37K - $1.49K
|
256
$17.1K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 2.54% |
$1.72K - $1.86K
|
384
$25.7K
|
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33- 0.47% |
$5.67K - $6.15K
|
7.06K
$472K
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-35- 0.48% |
$6.01K - $6.52K
|
7.2K
$482K
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38- 0.25% |
$6.53K - $7.08K
|
15.1K
$1.01M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-40Closed |
$6.87K - $7.45K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-42- 24.71% |
$7.21K - $7.83K
|
128
$8.57K
|
|
|
Apr 28, 2021
Q1 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-58- 2.64% |
$9.96K - $10.8K
|
2.14K
$143K
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73- 0.73% |
$12.5K - $13.6K
|
9.97K
$668K
|
|
|
Apr 23, 2021
Q1 2021
|
Patten & Patten Inc
|
SELL
|
- |
-75- 1.23% |
$12.9K - $14K
|
6.04K
$405K
|
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-80- 10.6% |
$13.7K - $14.9K
|
675
$45.2K
|
|
|
Apr 21, 2021
Q1 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-85- 0.44% |
$14.6K - $15.8K
|
19.1K
$1.28M
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-94- 4.5% |
$16.1K - $17.5K
|
1.99K
$133K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-121- 26.42% |
$20.8K - $22.5K
|
337
$22.6K
|
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-131- 4.03% |
$22.5K - $24.4K
|
3.12K
$209K
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-196- 11.55% |
$33.7K - $36.5K
|
1.5K
$100K
|
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
SELL
|
- |
-325- 4.58% |
$55.8K - $60.6K
|
6.78K
$454K
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-405Closed |
$69.6K - $75.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-418- 23.9% |
$71.8K - $77.9K
|
1.33K
$89.1K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-453Closed |
$77.8K - $84.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-547- 5.89% |
$94K - $102K
|
8.74K
$585K
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-694- 10.48% |
$119K - $129K
|
5.93K
$397K
|
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-699- 25.28% |
$120K - $130K
|
2.07K
$138K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-869Closed |
$149K - $162K
|
0
$0
|