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
Oct 21, 2021 Q3 2021	Essex LLC	BUY	-	7.11K New	$176K - $210K	7.11K $320K
Oct 13, 2021 Q3 2021	Hollencrest Capital Management	BUY	-	7.09K New	$176K - $210K	7.09K $319K
Nov 15, 2021 Q3 2021	Two Sigma Securities, LLC New York, NY	BUY	-	6.33K + 32.21%	$157K - $187K	26K $1.17M
Nov 05, 2021 Q3 2021	Truist Financial Corp	BUY	-	6.11K + 3.84%	$152K - $181K	165K $7.44M
Oct 20, 2021 Q3 2021	Guidance Point Advisors, LLC	BUY	-	5.39K New	$134K - $160K	5.39K $243K
Oct 14, 2021 Q3 2021	First Citizens Financial Corp	BUY	-	5.19K + 15.63%	$129K - $154K	38.4K $1.73M
May 15, 2024 Q3 2021	Global Financial Private Client, LLC Sarasota, FL	BUY	-	4.97K + 67.09%	$123K - $147K	12.4K $557K
Oct 22, 2021 Q3 2021	Spire Wealth Management	BUY	-	4.85K + 2.14%	$120K - $144K	231K $10.4M
Oct 13, 2021 Q3 2021	Cypress Wealth Services, LLC	BUY	-	4.59K + 13.76%	$114K - $136K	37.9K $1.71M
Oct 12, 2021 Q3 2021	Koshinski Asset Management, Inc.	BUY	-	4.07K New	$101K - $120K	4.07K $183K
Nov 15, 2021 Q3 2021	United Capital Financial Advisers, LLC Newport Beach, CA	BUY	-	3.88K + 23.81%	$96.3K - $115K	20.2K $909K
Oct 15, 2021 Q3 2021	Advisor Net Financial, Inc	BUY	-	3.83K + 599.06%	$95K - $113K	4.47K $201K
Nov 01, 2021 Q3 2021	Miracle Mile Advisors, LLC	BUY	-	3.69K + 4.27%	$91.5K - $109K	90.1K $4.06M
Nov 12, 2021 Q3 2021	Ibex Wealth Advisors Lebanon, NJ	BUY	-	3.51K New	$87.2K - $104K	3.51K $158K
Oct 19, 2021 Q3 2021	Stratos Wealth Advisors, LLC	BUY	-	3.43K + 13.95%	$85K - $101K	28K $1.26M
Nov 15, 2021 Q3 2021	Meristem Family Wealth, LLC Minnetonka, MN	BUY	-	3.4K + 18.38%	$84.4K - $101K	21.9K $987K
Oct 14, 2021 Q3 2021	Davenport & CO LLC	BUY	-	3.29K + 18.96%	$81.6K - $97.4K	20.6K $930K
Nov 09, 2021 Q3 2021	Barclays PLC London, X0	BUY	-	3.11K + 188.19%	$77.1K - $92K	4.76K $214K
Nov 12, 2021 Q3 2021	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	3.1K + 13.09%	$77K - $91.9K	26.8K $1.21M
Nov 17, 2021 Q3 2021	Strategic Wealth Advisors Group, LLC Sacramento, CA	BUY	-	2.48K + 23.92%	$61.4K - $73.3K	12.8K $578K
Nov 10, 2021 Q3 2021	Invst, LLC Indianapolis, IN	BUY	-	2.41K + 2.56%	$59.8K - $71.3K	96.7K $4.36M
Nov 12, 2021 Q3 2021	Wealth Alliance Mellville, NY	BUY	-	2.31K + 5.37%	$57.4K - $68.4K	45.3K $2.04M
Nov 04, 2021 Q3 2021	Financial Advocates Investment Management Olympia, WA	BUY	-	2.24K + 13.86%	$55.7K - $66.4K	18.4K $831K
Nov 15, 2021 Q3 2021	Kore Private Wealth LLC New York, NY	BUY	-	2.16K + 5.31%	$53.6K - $64K	42.9K $1.93M
Nov 12, 2021 Q3 2021	Cibc World Market Inc. Toronto, A6	BUY	-	2.03K + 2.26%	$50.4K - $60.1K	92.1K $4.15M
Nov 15, 2021 Q3 2021	Belpointe Asset Management LLC	BUY	-	1.84K + 30.81%	$45.7K - $54.5K	7.81K $352K
Oct 14, 2021 Q3 2021	Lantz Financial LLC	BUY	-	1.77K + 9.93%	$43.9K - $52.4K	19.6K $884K
Nov 05, 2021 Q3 2021	True Private Wealth Advisors	BUY	-	1.73K + 6.95%	$42.9K - $51.1K	26.6K $1.2M
Oct 28, 2021 Q3 2021	Intrua Financial, LLC Houston, TX	BUY	-	1.72K + 21.88%	$42.7K - $51K	9.6K $432K
Nov 12, 2021 Q3 2021	Tradition Wealth Management, LLC	BUY	-	1.66K + 2.61%	$41.1K - $49.1K	65.1K $2.94M
Nov 05, 2021 Q3 2021	Pnc Financial Services Group, Inc. Pittsburgh, PA	BUY	-	1.63K + 59.37%	$40.4K - $48.2K	4.37K $197K
Nov 15, 2021 Q3 2021	Ancora Advisors, LLC Cleveland, OH	BUY	-	1.47K + 49.21%	$36.4K - $43.5K	4.45K $201K
Oct 29, 2021 Q3 2021	Pax Financial Group, LLC San Antonio, TX	BUY	-	1.34K + 0.69%	$33.2K - $39.6K	196K $8.82M
Nov 05, 2021 Q3 2021	Baystate Wealth Management LLC	BUY	-	1.23K + 22.57%	$30.5K - $36.4K	6.68K $301K
Oct 06, 2021 Q3 2021	Centric Wealth Management	BUY	-	1.21K + 2.68%	$30K - $35.8K	46.3K $2.09M
Oct 06, 2021 Q3 2021	Cooper Financial Group	BUY	-	1.18K + 16.9%	$29.4K - $35K	8.18K $369K
Nov 15, 2021 Q3 2021	Balentine LLC Atlanta, GA	BUY	-	1.14K New	$28.3K - $33.8K	1.14K $51.4K
Nov 12, 2021 Q3 2021	Jones Financial Companies Lllp	BUY	-	1.08K New	$26.7K - $31.8K	1.08K $48.4K
Oct 27, 2021 Q3 2021	Newbridge Financial Services Group, Inc.	BUY	-	853 + 8530.0%	$21.2K - $25.2K	863 $38.9K
Nov 15, 2021 Q3 2021	Optiver Holding B.V. Amsterdam, P7	BUY	-	840 New	$20.8K - $24.9K	840 $37.9K
Oct 12, 2021 Q3 2021	Ifg Advisory, LLC	BUY	-	835 + 7.01%	$20.7K - $24.7K	12.7K $574K
Oct 13, 2021 Q3 2021	Flc Capital Advisors	BUY	-	663 + 1.18%	$16.4K - $19.6K	56.7K $2.55M
Oct 12, 2021 Q3 2021	Tsfg, LLC	BUY	-	613 + 244.22%	$15.2K - $18.1K	864 $38.9K
Nov 15, 2021 Q3 2021	Aspire Private Capital, LLC	BUY	-	556 + 5.55%	$13.8K - $16.5K	10.6K $477K
Oct 14, 2021 Q3 2021	Successful Portfolios LLC	BUY	-	542 + 5.92%	$13.4K - $16K	9.7K $437K
Nov 12, 2021 Q3 2021	Massmutual Trust CO Fsb	BUY	-	514 + 72.7%	$12.8K - $15.2K	1.22K $55K
Oct 26, 2021 Q3 2021	Cutler Group LP	BUY	-	500 + 500.0%	$12.4K - $14.8K	600 $27K
Nov 15, 2021 Q3 2021	Founders Financial Alliance, LLC Raleigh, NC	BUY	-	493 + 65.73%	$12.2K - $14.6K	1.24K $56K
Nov 15, 2021 Q3 2021	Jt Stratford LLC Gainesville, GA	BUY	-	451 + 3.36%	$11.2K - $13.3K	13.9K $626K
Oct 21, 2021 Q3 2021	Total Clarity Wealth Management, Inc.	BUY	-	400 New	$9.92K - $11.8K	400 $18K

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Account

Purchases and Sales Made in Q3 2021 in Ishares Tr (IYE)

7.11K

7.09K

6.33K

6.11K

5.39K

5.19K

4.97K

4.85K

4.59K

4.07K

3.88K

3.83K

3.69K

3.51K

3.43K

3.4K

3.29K

3.11K

3.1K

2.48K

2.41K

2.31K

2.24K

2.16K

2.03K

1.84K

1.77K

1.73K

1.72K

1.66K

1.63K

1.47K

1.34K

1.23K

1.21K

1.18K

1.14K

1.08K

853

840

835

663

613

556

542

514

500

493

451

400

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