Purchases and Sales Made in Q2 2021 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) 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 04, 2021
Q2 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.57KNew |
$207K - $227K
|
3.57K
$299K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.6KNew |
$151K - $166K
|
2.6K
$218K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.56KNew |
$148K - $163K
|
2.56K
$214K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.43KNew |
$141K - $155K
|
2.43K
$203K
|
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.21KNew |
$128K - $141K
|
2.21K
$185K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.17K+ 77.55% |
$126K - $138K
|
4.97K
$416K
|
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$116K - $128K
|
2.01K
$168K
|
|
|
Aug 16, 2021
Q2 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2K+ 6.47% |
$116K - $127K
|
32.9K
$2.76M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.98K+ 87.51% |
$114K - $126K
|
4.23K
$354K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.96K+ 93.16% |
$114K - $125K
|
4.07K
$340K
|
|
|
Oct 02, 2024
Q2 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.86KNew |
$108K - $118K
|
1.86K
$156K
|
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.76K+ 30.12% |
$102K - $112K
|
7.62K
$637K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 9.57% |
$90.9K - $99.9K
|
18K
$1.51M
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.49KNew |
$86.4K - $94.9K
|
1.49K
$125K
|
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
BUY
|
- |
1.42KNew |
$82.3K - $90.4K
|
1.42K
$119K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 18.03% |
$73K - $80.3K
|
8.26K
$692K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.2KNew |
$69.6K - $76.4K
|
1.2K
$101K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.17KNew |
$67.7K - $74.4K
|
1.17K
$97.9K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.16K+ 61.89% |
$67.2K - $73.8K
|
3.04K
$254K
|
|
|
Aug 04, 2021
Q2 2021
|
Rollins Financial
|
BUY
|
- |
1.15KNew |
$66.4K - $72.9K
|
1.15K
$96K
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
894+ 47.86% |
$51.7K - $56.8K
|
2.76K
$231K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
818+ 17.86% |
$47.3K - $52K
|
5.4K
$452K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
762+ 15.0% |
$44.1K - $48.5K
|
5.84K
$489K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
759+ 59.95% |
$43.9K - $48.3K
|
2.03K
$169K
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
751+ 20.94% |
$43.5K - $47.8K
|
4.34K
$363K
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
742+ 57.21% |
$42.9K - $47.2K
|
2.04K
$171K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
716+ 30.96% |
$41.4K - $45.5K
|
3.03K
$254K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
663+ 18.29% |
$38.4K - $42.2K
|
4.29K
$359K
|
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
500+ 0.41% |
$28.9K - $31.8K
|
123K
$10.3M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
371+ 23.3% |
$21.5K - $23.6K
|
1.96K
$164K
|
|
|
Aug 16, 2021
Q2 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
359+ 1.39% |
$20.8K - $22.8K
|
26.2K
$2.19M
|
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
348New |
$20.1K - $22.1K
|
348
$29.1K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
345+ 1.32% |
$20K - $21.9K
|
26.4K
$2.21M
|
|
|
Aug 13, 2021
Q2 2021
|
Karp Capital Management Corp
|
BUY
|
- |
335+ 15.04% |
$19.4K - $21.3K
|
2.56K
$215K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
309+ 85.83% |
$17.9K - $19.6K
|
669
$56K
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
301+ 9.84% |
$17.4K - $19.1K
|
3.36K
$281K
|
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
300+ 70.42% |
$17.4K - $19.1K
|
726
$60.8K
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
261+ 2.43% |
$15.1K - $16.6K
|
11K
$922K
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
226New |
$13.1K - $14.4K
|
226
$18.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
187+ 42.5% |
$10.8K - $11.9K
|
627
$52.5K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
183+ 97.86% |
$10.6K - $11.6K
|
370
$31K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
160+ 5.81% |
$9.26K - $10.2K
|
2.91K
$244K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
118+ 437.04% |
$6.83K - $7.5K
|
145
$12.1K
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
112+ 10.21% |
$6.48K - $7.12K
|
1.21K
$101K
|
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
111New |
$6.42K - $7.06K
|
111
$9.29K
|
|
|
Aug 13, 2021
Q2 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
94New |
$5.44K - $5.98K
|
94
$7.87K
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
93+ 6.91% |
$5.38K - $5.91K
|
1.44K
$120K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
84+ 3.61% |
$4.86K - $5.34K
|
2.41K
$202K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
79+ 0.47% |
$4.57K - $5.02K
|
16.8K
$1.41M
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
78New |
$4.51K - $4.96K
|
78
$6.53K
|