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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
188+ 606.45% |
$4.66K - $5.56K
|
219
$9.87K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
182+ 4.5% |
$4.52K - $5.39K
|
4.23K
$191K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
174New |
$4.32K - $5.15K
|
174
$7.84K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
170New |
$4.22K - $5.03K
|
170
$7.66K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
169New |
$4.19K - $5K
|
169
$7.62K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
153+ 0.83% |
$3.8K - $4.53K
|
18.5K
$836K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
139New |
$3.45K - $4.11K
|
139
$6.26K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
48New |
$1.19K - $1.42K
|
48
$2.16K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
16+ 0.13% |
$397 - $474
|
12.4K
$558K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 0.09% |
$372 - $444
|
16.1K
$723K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
14+ 0.11% |
$347 - $414
|
12.6K
$569K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.23% |
$248 - $296
|
4.39K
$198K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 1.29% |
$99.2 - $118
|
314
$14.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.44% |
$74.4 - $88.8
|
212
$9.55K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 1.48% |
$49.6 - $59.2
|
137
$6.17K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.08% |
$49.6 - $59.2
|
187
$8.43K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.21% |
$49.6 - $59.2
|
952
$42.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$24.8 - $29.6
|
10.1K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-8- 2.21% |
$198 - $237
|
354
$16K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-16- 0.14% |
$397 - $474
|
11.3K
$511K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18- 26.47% |
$447 - $533
|
50
$2.25K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 1.18% |
$769 - $918
|
2.6K
$117K
|
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-50- 0.44% |
$1.24K - $1.48K
|
11.3K
$510K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50- 0.37% |
$1.24K - $1.48K
|
13.5K
$609K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-66- 0.18% |
$1.64K - $1.95K
|
37.3K
$1.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-90- 1.22% |
$2.23K - $2.66K
|
7.29K
$329K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-128- 4.18% |
$3.18K - $3.79K
|
2.94K
$132K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-145- 0.66% |
$3.6K - $4.29K
|
21.7K
$977K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-161- 27.1% |
$3.99K - $4.77K
|
433
$19.5K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-173- 0.88% |
$4.29K - $5.12K
|
19.4K
$875K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-174- 0.89% |
$4.32K - $5.15K
|
19.4K
$875K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-199- 0.45% |
$4.94K - $5.89K
|
44.3K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-200- 2.04% |
$4.96K - $5.92K
|
9.6K
$433K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-325- 1.01% |
$8.06K - $9.62K
|
31.9K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-455Closed |
$11.3K - $13.5K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-543Closed |
$13.5K - $16.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-544- 2.65% |
$13.5K - $16.1K
|
20K
$901K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-545Closed |
$13.5K - $16.1K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-566- 1.54% |
$14K - $16.8K
|
36.2K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-644- 6.9% |
$16K - $19.1K
|
8.69K
$392K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-669- 0.6% |
$16.6K - $19.8K
|
110K
$4.97M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-708- 30.64% |
$17.6K - $21K
|
1.6K
$72.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-723- 7.06% |
$17.9K - $21.4K
|
9.52K
$429K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-750- 5.97% |
$18.6K - $22.2K
|
11.8K
$532K
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-755- 0.56% |
$18.7K - $22.3K
|
135K
$6.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-937- 1.77% |
$23.2K - $27.7K
|
52.1K
$2.35M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-943- 3.31% |
$23.4K - $27.9K
|
27.6K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.04K- 5.15% |
$25.9K - $30.9K
|
19.2K
$865K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.05K- 34.8% |
$25.9K - $30.9K
|
1.96K
$88.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.17K- 10.53% |
$29K - $34.5K
|
9.92K
$447K
|