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 |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
11.9KNew |
$300K - $357K
|
11.9K
$549K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.7K+ 49.36% |
$296K - $352K
|
35.5K
$1.64M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.7K+ 6.54% |
$295K - $351K
|
190K
$8.76M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$287K - $341K
|
11.4K
$524K
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
11.4KNew |
$286K - $341K
|
11.4K
$523K
|
|
Aug 16, 2021
Q2 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.1K+ 97.92% |
$280K - $333K
|
22.5K
$1.03M
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$279K - $332K
|
11.1K
$510K
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.4KNew |
$261K - $311K
|
10.4K
$477K
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2KNew |
$258K - $307K
|
10.2K
$472K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 79.4% |
$255K - $303K
|
22.9K
$1.05M
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.1KNew |
$254K - $302K
|
10.1K
$464K
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
10K+ 9.96% |
$253K - $301K
|
111K
$5.11M
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
10KNew |
$253K - $301K
|
10K
$462K
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
9.59K+ 9.84% |
$242K - $288K
|
107K
$4.93M
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.33KNew |
$235K - $280K
|
9.33K
$430K
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
9.16KNew |
$231K - $275K
|
9.16K
$422K
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.1K+ 31.95% |
$229K - $273K
|
37.6K
$1.73M
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.97KNew |
$226K - $269K
|
8.97K
$413K
|
|
Jul 29, 2021
Q2 2021
|
Narwhal Capital Management
|
BUY
|
- |
8.83KNew |
$222K - $265K
|
8.83K
$406K
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
8.68KNew |
$219K - $260K
|
8.68K
$400K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.44K+ 69.0% |
$213K - $253K
|
20.7K
$952K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.33K+ 13.29% |
$210K - $250K
|
71K
$3.27M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
8.07KNew |
$203K - $242K
|
8.07K
$372K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.03KNew |
$202K - $241K
|
8.03K
$370K
|
|
Aug 17, 2021
Q2 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
7.94KNew |
$200K - $238K
|
7.94K
$366K
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
7.93K+ 7.52% |
$200K - $238K
|
113K
$5.22M
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
7.87KNew |
$198K - $236K
|
7.87K
$363K
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.87KNew |
$198K - $236K
|
7.87K
$362K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.78KNew |
$196K - $233K
|
7.78K
$358K
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.74K+ 15.1% |
$195K - $232K
|
59K
$2.72M
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.74K+ 6.59% |
$195K - $232K
|
125K
$5.76M
|
|
Jul 09, 2021
Q2 2021
|
Mcia Inc
|
BUY
|
- |
7.6K+ 19.54% |
$191K - $228K
|
46.5K
$2.14M
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.57KNew |
$191K - $227K
|
7.57K
$349K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
7.51KNew |
$189K - $225K
|
7.51K
$346K
|
|
Aug 04, 2021
Q2 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.42K+ 20.74% |
$187K - $223K
|
43.2K
$1.99M
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
7.41KNew |
$187K - $222K
|
7.41K
$341K
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.38KNew |
$186K - $221K
|
7.38K
$340K
|
|
Aug 09, 2021
Q2 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.28KNew |
$183K - $218K
|
7.28K
$335K
|
|
Jul 21, 2021
Q2 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.23K+ 33.97% |
$182K - $217K
|
28.5K
$1.31M
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.09K+ 68.9% |
$179K - $213K
|
17.4K
$800K
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
7KNew |
$176K - $210K
|
7K
$322K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.91K+ 12.22% |
$174K - $207K
|
63.5K
$2.92M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.87K+ 97.23% |
$173K - $206K
|
13.9K
$642K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
6.44K+ 58.99% |
$162K - $193K
|
17.4K
$799K
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.92K+ 46.88% |
$149K - $178K
|
18.6K
$855K
|
|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.75K+ 17.91% |
$145K - $173K
|
37.9K
$1.74M
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
5.71K+ 50.58% |
$144K - $171K
|
17K
$782K
|
|
Aug 13, 2021
Q2 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.6KNew |
$141K - $168K
|
5.6K
$258K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.5K+ 97.09% |
$139K - $165K
|
11.2K
$514K
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
5.49K+ 28.36% |
$138K - $165K
|
24.9K
$1.14M
|