Purchases and Sales Made in Q2 2021 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.5KNew |
$8.84M - $9.58M
|
50.5K
$3.33M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
45.9K+ 18644.72% |
$8.02M - $8.7M
|
46.1K
$3.04M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.5K+ 2247.67% |
$6.74M - $7.3M
|
40.2K
$2.65M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.3KNew |
$5.48M - $5.94M
|
31.3K
$2.07M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 103.05% |
$1.99M - $2.16M
|
22.4K
$1.48M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.13K+ 17.82% |
$1.6M - $1.73M
|
60.4K
$3.98M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$934K - $1.01M
|
5.34K
$352K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.9K+ 6.95% |
$332K - $360K
|
29.2K
$1.92M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.89KNew |
$331K - $359K
|
1.89K
$125K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.38KNew |
$242K - $262K
|
1.38K
$91K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.11KNew |
$194K - $210K
|
1.11K
$73.1K
|
|
|
Jul 30, 2021
Q2 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.1KNew |
$192K - $209K
|
1.1K
$72.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Essex Savings Bank
|
BUY
|
- |
1.1KNew |
$192K - $209K
|
1.1K
$72.5K
|
|
|
Jul 27, 2021
Q2 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.09KNew |
$191K - $207K
|
1.09K
$71.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
766+ 5.09% |
$134K - $145K
|
15.8K
$1.04M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
739+ 34.92% |
$129K - $140K
|
2.86K
$188K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
400New |
$70K - $75.8K
|
400
$26.4K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
370+ 17.91% |
$64.7K - $70.1K
|
2.44K
$160K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
259+ 1.72% |
$45.3K - $49.1K
|
15.3K
$1.01M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
200New |
$35K - $37.9K
|
200
$13.2K
|
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
195+ 5.07% |
$34.1K - $37K
|
4.04K
$266K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125+ 2.11% |
$21.9K - $23.7K
|
6.05K
$399K
|
|
|
Jul 15, 2021
Q2 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
106+ 8.71% |
$18.5K - $20.1K
|
1.32K
$87.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 476.19% |
$17.5K - $19K
|
121
$7.97K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73+ 19.01% |
$12.8K - $13.8K
|
457
$30.1K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
58New |
$10.1K - $11K
|
58
$3.82K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
57+ 8.93% |
$9.97K - $10.8K
|
695
$45.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
36New |
$6.3K - $6.82K
|
36
$2.37K
|
|
|
Aug 16, 2021
Q2 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 0.76% |
$5.25K - $5.69K
|
3.97K
$262K
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
30+ 2.55% |
$5.25K - $5.69K
|
1.21K
$79.4K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
28New |
$4.9K - $5.31K
|
28
$1.84K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 2.05% |
$4.2K - $4.55K
|
1.2K
$78.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.07% |
$875 - $948
|
7.06K
$465K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5+ 0.33% |
$875 - $948
|
1.51K
$99.2K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4+ 0.3% |
$700 - $758
|
1.34K
$87.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.71% |
$700 - $758
|
565
$37.2K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.45% |
$350 - $379
|
446
$29.4K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.2% |
$175 - $190
|
507
$33.4K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3- 0.81% |
$525 - $569
|
367
$24.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10- 0.55% |
$1.75K - $1.9K
|
1.79K
$118K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10Closed |
$1.75K - $1.9K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-21Closed |
$3.67K - $3.98K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-50- 48.08% |
$8.75K - $9.48K
|
54
$3.56K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-70- 18.47% |
$12.2K - $13.3K
|
309
$20.4K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77- 1.3% |
$13.5K - $14.6K
|
5.85K
$385K
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-109Closed |
$19.1K - $20.7K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-128Closed |
$22.4K - $24.3K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-146- 9.64% |
$25.5K - $27.7K
|
1.37K
$90.1K
|
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-165- 0.86% |
$28.9K - $31.3K
|
18.9K
$1.25M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-178- 7.48% |
$31.1K - $33.7K
|
2.2K
$145K
|