Purchases and Sales Made in Q2 2021 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) 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 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.76MNew |
$170M - $203M
|
6.76M
$336M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.09M+ 20.94% |
$103M - $123M
|
23.6M
$1.18B
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.59MNew |
$90.5M - $108M
|
3.59M
$179M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.47MNew |
$87.4M - $104M
|
3.47M
$172M
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.27M+ 5089.63% |
$82.4M - $98.1M
|
3.34M
$166M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
794K+ 22.34% |
$20M - $23.8M
|
4.35M
$216M
|
|
|
Aug 11, 2021
Q2 2021
|
Barings LLC
|
BUY
|
- |
654KNew |
$16.5M - $19.6M
|
654K
$32.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
561K+ 254.25% |
$14.1M - $16.8M
|
782K
$38.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
506KNew |
$12.8M - $15.2M
|
506K
$25.2M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
501K+ 24.15% |
$12.6M - $15M
|
2.57M
$128M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
490K+ 59.21% |
$12.3M - $14.7M
|
1.32M
$65.5M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
469KNew |
$11.8M - $14.1M
|
469K
$23.3M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
450K+ 70.37% |
$11.3M - $13.5M
|
1.09M
$54.2M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
438K+ 20.02% |
$11M - $13.1M
|
2.62M
$131M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
419K+ 106.3% |
$10.6M - $12.6M
|
814K
$40.5M
|
|
|
Aug 17, 2021
Q2 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
418KNew |
$10.5M - $12.5M
|
418K
$20.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
348KNew |
$8.77M - $10.4M
|
348K
$17.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
319K+ 33.55% |
$8.03M - $9.56M
|
1.27M
$63.1M
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
274KNew |
$6.91M - $8.23M
|
274K
$13.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
242K+ 25.67% |
$6.1M - $7.26M
|
1.18M
$58.9M
|
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
234KNew |
$5.89M - $7.01M
|
234K
$11.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
233K+ 513.55% |
$5.86M - $6.98M
|
278K
$13.8M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
219K+ 2927.35% |
$5.52M - $6.57M
|
226K
$11.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
213KNew |
$5.37M - $6.39M
|
213K
$10.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
212K+ 41.55% |
$5.35M - $6.37M
|
723K
$36M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
204K+ 350.16% |
$5.15M - $6.13M
|
262K
$13.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
204KNew |
$5.13M - $6.11M
|
204K
$10.1M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
191K+ 2900.59% |
$4.82M - $5.74M
|
198K
$9.84M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
190K+ 142.37% |
$4.78M - $5.69M
|
323K
$16.1M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
180K+ 12.17% |
$4.54M - $5.41M
|
1.66M
$82.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
170KNew |
$4.29M - $5.11M
|
170K
$8.48M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 65.22% |
$3.62M - $4.31M
|
364K
$18.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
141K+ 1606.14% |
$3.54M - $4.22M
|
149K
$7.43M
|
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
119K+ 1021.5% |
$3.01M - $3.58M
|
131K
$6.52M
|
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
114KNew |
$2.88M - $3.43M
|
114K
$5.68M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
110K+ 23.18% |
$2.78M - $3.31M
|
586K
$29.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
107K+ 98.82% |
$2.7M - $3.22M
|
216K
$10.7M
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
99.8KNew |
$2.51M - $2.99M
|
99.8K
$4.96M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.5K+ 161.91% |
$2.51M - $2.99M
|
161K
$8.01M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
91.2K+ 134.27% |
$2.3M - $2.74M
|
159K
$7.91M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
91.1K+ 77.79% |
$2.3M - $2.73M
|
208K
$10.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78.1K+ 172.92% |
$1.97M - $2.34M
|
123K
$6.14M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77.1K+ 143.24% |
$1.94M - $2.31M
|
131K
$6.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
77K+ 992.58% |
$1.94M - $2.31M
|
84.7K
$4.21M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
75.1K+ 28.86% |
$1.89M - $2.25M
|
335K
$16.7M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74.4K+ 27.51% |
$1.87M - $2.23M
|
345K
$17.1M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
66.7K+ 20.59% |
$1.68M - $2M
|
391K
$19.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
65.8K+ 221.47% |
$1.66M - $1.97M
|
95.4K
$4.75M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
63.2KNew |
$1.59M - $1.89M
|
63.2K
$3.14M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
62.8K+ 56.09% |
$1.58M - $1.88M
|
175K
$8.69M
|