Purchases and Sales Made in Q3 2021 in Ishares Tr (ITB)
This table provides information about the institutional ownership of Ishares Tr (ITB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.44KNew |
$425K - $477K
|
6.44K
$749K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6.22KNew |
$411K - $460K
|
6.22K
$723K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.81K+ 2.66% |
$384K - $430K
|
225K
$26.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
5.7KNew |
$376K - $422K
|
5.7K
$663K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.41KNew |
$357K - $400K
|
5.41K
$629K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.95K+ 31.04% |
$327K - $367K
|
20.9K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.61K+ 2.67% |
$305K - $341K
|
178K
$20.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.5K+ 0.72% |
$297K - $333K
|
627K
$73M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
4.31K+ 8.03% |
$285K - $319K
|
58K
$6.75M
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.13K+ 47.72% |
$273K - $305K
|
12.8K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.08K+ 7.74% |
$269K - $302K
|
56.8K
$6.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
3.95K+ 15.86% |
$261K - $292K
|
28.9K
$3.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.5K+ 0.69% |
$231K - $259K
|
509K
$59.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.49KNew |
$230K - $258K
|
3.49K
$406K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.24KNew |
$214K - $240K
|
3.24K
$377K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 6.79% |
$205K - $229K
|
48.8K
$5.67M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.08K+ 127.71% |
$204K - $228K
|
5.5K
$640K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
3.06K+ 14.82% |
$202K - $227K
|
23.7K
$2.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.97K+ 31.3% |
$196K - $220K
|
12.5K
$1.45M
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.83K+ 4.62% |
$187K - $209K
|
64K
$7.45M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.31KNew |
$153K - $171K
|
2.31K
$269K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 18.87% |
$141K - $158K
|
13.5K
$1.57M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.14K+ 20.65% |
$141K - $158K
|
12.5K
$1.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
1.89K+ 8.0% |
$125K - $140K
|
25.5K
$2.96M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.7K+ 1.21% |
$112K - $126K
|
142K
$16.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.63K+ 13.09% |
$108K - $121K
|
14.1K
$1.64M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.62K+ 19.49% |
$107K - $120K
|
9.91K
$1.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.56K+ 4.67% |
$103K - $116K
|
35.1K
$4.08M
|
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.56K+ 37.47% |
$103K - $115K
|
5.71K
$664K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.32K+ 1.64% |
$87.3K - $97.8K
|
82K
$9.54M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.3KNew |
$85.7K - $96K
|
1.3K
$151K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.29K+ 51.09% |
$85.1K - $95.4K
|
3.81K
$443K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 5.01% |
$72.4K - $81.2K
|
23K
$2.68M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.06K+ 19.86% |
$69.7K - $78.1K
|
6.37K
$741K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1K+ 751.88% |
$66.1K - $74.1K
|
1.13K
$132K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
888New |
$58.7K - $65.8K
|
888
$103K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
886+ 11.88% |
$58.5K - $65.6K
|
8.34K
$971K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
870+ 7.14% |
$57.5K - $64.4K
|
13.1K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
825+ 46.51% |
$54.5K - $61.1K
|
2.6K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
718+ 24.4% |
$47.4K - $53.2K
|
3.66K
$426K
|
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
696+ 4.48% |
$46K - $51.5K
|
16.2K
$1.89M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
652+ 19.68% |
$43.1K - $48.3K
|
3.97K
$461K
|
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
640+ 2.88% |
$42.3K - $47.4K
|
22.9K
$2.66M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
628+ 6.63% |
$41.5K - $46.5K
|
10.1K
$1.17M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
614+ 4.09% |
$40.6K - $45.5K
|
15.6K
$1.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
600+ 37.41% |
$39.6K - $44.4K
|
2.2K
$256K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
598+ 7.85% |
$39.5K - $44.3K
|
8.22K
$956K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
597+ 8.96% |
$39.4K - $44.2K
|
7.26K
$844K
|
|
|
Nov 12, 2021
Q3 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
512+ 0.54% |
$33.8K - $37.9K
|
94.8K
$11M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
475New |
$31.4K - $35.2K
|
475
$55.3K
|