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 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.39KNew |
$136K - $162K
|
5.39K
$268K
|
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
BUY
|
- |
5.12K+ 12.3% |
$129K - $154K
|
46.7K
$2.32M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.07K+ 39.33% |
$128K - $152K
|
18K
$893K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.75K+ 27.58% |
$120K - $143K
|
22K
$1.09M
|
|
|
Aug 04, 2021
Q2 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.73K+ 12.56% |
$119K - $142K
|
42.4K
$2.11M
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.45K+ 25.63% |
$112K - $134K
|
21.8K
$1.09M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
4.29K+ 374.5% |
$108K - $129K
|
5.43K
$270K
|
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.05KNew |
$102K - $121K
|
4.05K
$201K
|
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.92KNew |
$98.8K - $118K
|
3.92K
$195K
|
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.7K+ 10.01% |
$93.3K - $111K
|
40.7K
$2.02M
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.58K+ 93.72% |
$90.2K - $107K
|
7.4K
$368K
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3.28K+ 19.0% |
$82.6K - $98.4K
|
20.5K
$1.02M
|
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.11K+ 11.88% |
$78.4K - $93.4K
|
29.3K
$1.46M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
3KNew |
$75.7K - $90.1K
|
3K
$149K
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.7K+ 2695.0% |
$67.9K - $80.9K
|
2.8K
$139K
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.16K+ 27.49% |
$54.5K - $64.9K
|
10K
$499K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 6.62% |
$49.2K - $58.6K
|
31.5K
$1.57M
|
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
BUY
|
- |
1.87K+ 4.33% |
$47.2K - $56.2K
|
45.1K
$2.24M
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.83K+ 2.08% |
$46.2K - $55K
|
90K
$4.48M
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.82K+ 5.52% |
$45.9K - $54.6K
|
34.8K
$1.73M
|
|
|
Aug 10, 2021
Q2 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.77K+ 16.05% |
$44.7K - $53.2K
|
12.8K
$638K
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.72K+ 16.1% |
$43.2K - $51.5K
|
12.4K
$615K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.67K+ 9.33% |
$42.1K - $50.2K
|
19.6K
$975K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.67K+ 9.33% |
$42.1K - $50.2K
|
19.6K
$975K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
1.65KNew |
$41.6K - $49.5K
|
1.65K
$82.1K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.65K+ 11.23% |
$41.5K - $49.4K
|
16.3K
$811K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 106.0% |
$38.7K - $46.1K
|
2.99K
$149K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 159.66% |
$35.8K - $42.6K
|
2.31K
$115K
|
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
1.14K+ 3.56% |
$28.7K - $34.2K
|
33.2K
$1.65M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
723+ 3.14% |
$18.2K - $21.7K
|
23.7K
$1.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
707New |
$17.8K - $21.2K
|
707
$35.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
676+ 4.4% |
$17K - $20.3K
|
16K
$798K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
610+ 28.58% |
$15.4K - $18.3K
|
2.74K
$137K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
594New |
$15K - $17.8K
|
594
$29.6K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
559+ 26.94% |
$14.1K - $16.8K
|
2.63K
$131K
|
|
|
Jul 26, 2021
Q2 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
548+ 6.18% |
$13.8K - $16.4K
|
9.41K
$468K
|
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
547+ 28.04% |
$13.8K - $16.4K
|
2.5K
$124K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
545+ 1.24% |
$13.7K - $16.4K
|
44.5K
$2.21M
|
|
|
Sep 21, 2023
Q2 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
545New |
$13.7K - $16.4K
|
545
$27.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
534+ 13.87% |
$13.5K - $16K
|
4.38K
$218K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
450+ 150.0% |
$11.3K - $13.5K
|
750
$37.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
440New |
$11.1K - $13.2K
|
440
$21.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
362New |
$9.12K - $10.9K
|
362
$18K
|
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
290+ 2.21% |
$7.31K - $8.7K
|
13.4K
$668K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
273+ 11.99% |
$6.88K - $8.19K
|
2.55K
$127K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
255+ 0.72% |
$6.43K - $7.65K
|
35.7K
$1.78M
|
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
220+ 0.05% |
$5.54K - $6.6K
|
403K
$20M
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
180New |
$4.54K - $5.4K
|
180
$8.96K
|
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
169+ 0.93% |
$4.26K - $5.07K
|
18.4K
$915K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
149+ 1.06% |
$3.75K - $4.47K
|
14.2K
$706K
|