Purchases and Sales Made in Q3 2021 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.37MNew |
$133M - $159M
|
5.37M
$242M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.45MNew |
$35.9M - $42.9M
|
1.45M
$65.2M
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
405KNew |
$10.1M - $12M
|
405K
$18.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
188K+ 1516.95% |
$4.66M - $5.55M
|
200K
$9.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
138KNew |
$3.42M - $4.08M
|
138K
$6.21M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
122KNew |
$3.02M - $3.6M
|
122K
$5.49M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
119K+ 596.1% |
$2.95M - $3.52M
|
139K
$6.25M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51.7KNew |
$1.28M - $1.53M
|
51.7K
$2.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
48.9KNew |
$1.21M - $1.45M
|
48.9K
$2.2M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
47.2KNew |
$1.17M - $1.4M
|
47.2K
$2.12M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
46.9KNew |
$1.16M - $1.39M
|
46.9K
$2.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45KNew |
$1.12M - $1.33M
|
45K
$2.03M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
40.4K+ 68.11% |
$1M - $1.2M
|
99.7K
$4.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.6K+ 18.51% |
$956K - $1.14M
|
247K
$11.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.8K+ 43.44% |
$913K - $1.09M
|
122K
$5.47M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
36.7K+ 17.24% |
$911K - $1.09M
|
250K
$11.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
36.3KNew |
$902K - $1.08M
|
36.3K
$1.64M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
33.8K+ 25.78% |
$838K - $1M
|
165K
$7.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.7K+ 4.31% |
$837K - $999K
|
816K
$36.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.4K+ 56.69% |
$830K - $990K
|
92.4K
$4.17M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30.6KNew |
$759K - $906K
|
30.6K
$1.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
29.7K+ 212.76% |
$736K - $878K
|
43.6K
$1.96M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
29K+ 25.42% |
$720K - $860K
|
143K
$6.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
27.5K+ 12.74% |
$683K - $814K
|
243K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
24.2K+ 66.75% |
$600K - $716K
|
60.4K
$2.72M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
23.7K+ 178.93% |
$588K - $701K
|
36.9K
$1.66M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
21.3KNew |
$528K - $630K
|
21.3K
$958K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21.3KNew |
$528K - $630K
|
21.3K
$958K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
21.3K+ 94.64% |
$527K - $629K
|
43.7K
$1.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20K+ 249.07% |
$496K - $592K
|
28K
$1.26M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.2K+ 14.44% |
$402K - $480K
|
129K
$5.79M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.7K+ 68.74% |
$390K - $465K
|
38.6K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.7K+ 75.82% |
$389K - $464K
|
36.3K
$1.64M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15.3K+ 637.07% |
$381K - $454K
|
17.8K
$800K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
14.4K+ 5.24% |
$356K - $425K
|
289K
$13M
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
13.2K+ 10.47% |
$327K - $390K
|
139K
$6.26M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 509.57% |
$316K - $377K
|
15.2K
$686K
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
12.3K+ 22.24% |
$305K - $363K
|
67.5K
$3.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 15.01% |
$279K - $332K
|
86K
$3.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.2K+ 2549.77% |
$278K - $332K
|
11.7K
$525K
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
10.7KNew |
$266K - $317K
|
10.7K
$483K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
10.7K+ 382.5% |
$265K - $316K
|
13.5K
$608K
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
8.97KNew |
$223K - $265K
|
8.97K
$404K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.24KNew |
$204K - $244K
|
8.24K
$371K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.13KNew |
$202K - $241K
|
8.13K
$366K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.88KNew |
$196K - $233K
|
7.88K
$355K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.47KNew |
$185K - $221K
|
7.47K
$337K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.42KNew |
$184K - $220K
|
7.42K
$334K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7.4K+ 13.95% |
$184K - $219K
|
60.5K
$2.72M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.38K+ 16.53% |
$183K - $219K
|
52.1K
$2.35M
|