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 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-11.2KClosed |
$277K - $330K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.5K- 10.13% |
$310K - $370K
|
111K
$5.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.7K- 7.83% |
$340K - $405K
|
161K
$7.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.1K- 14.75% |
$349K - $417K
|
81.4K
$3.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.2KClosed |
$352K - $420K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.4K- 8.44% |
$357K - $426K
|
156K
$7.34M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-15.4K- 11.65% |
$382K - $456K
|
117K
$5.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-15.7KClosed |
$388K - $463K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15.9K- 43.64% |
$394K - $470K
|
20.5K
$963K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-16.1K- 22.74% |
$401K - $478K
|
54.8K
$2.58M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.3K- 12.94% |
$405K - $483K
|
110K
$5.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.3K- 43.38% |
$428K - $511K
|
22.5K
$1.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17.6K- 5.95% |
$437K - $521K
|
278K
$13.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.7K- 11.62% |
$464K - $554K
|
142K
$6.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.4K- 34.29% |
$481K - $574K
|
37.2K
$1.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-20.1K- 53.12% |
$499K - $595K
|
17.7K
$834K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-20.2K- 56.58% |
$502K - $599K
|
15.5K
$730K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-21.5K- 12.27% |
$534K - $637K
|
154K
$7.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-21.9K- 31.82% |
$544K - $649K
|
47K
$2.21M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-23.1K- 23.13% |
$573K - $683K
|
76.7K
$3.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.4K- 40.03% |
$604K - $721K
|
36.5K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-26.2K- 23.18% |
$649K - $775K
|
86.7K
$4.08M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-26.6K- 23.46% |
$660K - $788K
|
86.8K
$4.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-29K- 20.39% |
$721K - $860K
|
113K
$5.33M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 19.57% |
$767K - $915K
|
127K
$5.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-31.6KClosed |
$784K - $935K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-35.5KClosed |
$882K - $1.05M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-39.5K- 26.2% |
$980K - $1.17M
|
111K
$5.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-40.4KClosed |
$1M - $1.2M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-41.7K- 15.89% |
$1.04M - $1.23M
|
221K
$10.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-42.4KClosed |
$1.05M - $1.26M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-44KClosed |
$1.09M - $1.3M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45K- 13.07% |
$1.12M - $1.33M
|
300K
$14.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45.4KClosed |
$1.13M - $1.34M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-45.6K- 23.98% |
$1.13M - $1.35M
|
144K
$6.79M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-45.7K- 11.7% |
$1.13M - $1.35M
|
345K
$16.2M
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-46.7KClosed |
$1.16M - $1.38M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-47.7K- 20.39% |
$1.18M - $1.41M
|
186K
$8.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-52.7K- 15.15% |
$1.31M - $1.56M
|
295K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-53.6K- 48.35% |
$1.33M - $1.59M
|
57.2K
$2.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-60K- 10.24% |
$1.49M - $1.78M
|
526K
$24.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-64.9K- 34.33% |
$1.61M - $1.92M
|
124K
$5.84M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-68K- 6.24% |
$1.69M - $2.01M
|
1.02M
$48M
|
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-69.7K- 16.7% |
$1.73M - $2.06M
|
348K
$16.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-78.3K- 59.78% |
$1.94M - $2.32M
|
52.7K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-82.2K- 66.68% |
$2.04M - $2.43M
|
41.1K
$1.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-87.5K- 24.06% |
$2.17M - $2.59M
|
276K
$13M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-91.1K- 11.19% |
$2.26M - $2.7M
|
723K
$34M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-94.2K- 55.58% |
$2.34M - $2.79M
|
75.3K
$3.54M
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-121K- 80.85% |
$3M - $3.58M
|
28.6K
$1.35M
|