Purchases and Sales Made in Q3 2021 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) 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 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.18KNew |
$324K - $348K
|
1.18K
$66.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.1KNew |
$303K - $326K
|
1.1K
$62.1K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.08K+ 64.53% |
$297K - $319K
|
2.75K
$155K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.06KNew |
$292K - $314K
|
1.06K
$59.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 3.54% |
$286K - $307K
|
30.3K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1KNew |
$276K - $296K
|
1K
$56.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
986New |
$272K - $292K
|
986
$55.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
903New |
$249K - $268K
|
903
$51.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
899+ 55.49% |
$248K - $266K
|
2.52K
$142K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
886+ 27.21% |
$244K - $263K
|
4.14K
$234K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
875+ 8.88% |
$241K - $259K
|
10.7K
$607K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
846+ 497.65% |
$233K - $251K
|
1.02K
$57.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
832New |
$229K - $247K
|
832
$47K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
829New |
$228K - $246K
|
829
$46.9K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
829+ 2.63% |
$228K - $246K
|
32.4K
$1.83M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
774New |
$213K - $229K
|
774
$43.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
767New |
$211K - $227K
|
767
$43.4K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
761+ 26.4% |
$210K - $226K
|
3.64K
$206K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
755+ 3.88% |
$208K - $224K
|
20.2K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
733New |
$202K - $217K
|
733
$41.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
690+ 16.2% |
$190K - $204K
|
4.95K
$280K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
677+ 27.71% |
$187K - $201K
|
3.12K
$176K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
637+ 5.11% |
$176K - $189K
|
13.1K
$741K
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
599+ 13.05% |
$165K - $178K
|
5.19K
$293K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
582+ 62.99% |
$160K - $172K
|
1.51K
$85.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
582+ 62.99% |
$160K - $172K
|
1.51K
$85.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
547+ 40.13% |
$151K - $162K
|
1.91K
$108K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
528+ 8.61% |
$146K - $156K
|
6.66K
$377K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
513+ 0.78% |
$141K - $152K
|
66K
$3.73M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
471+ 9.87% |
$130K - $140K
|
5.24K
$297K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
469+ 39.64% |
$129K - $139K
|
1.65K
$93.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
434+ 7.11% |
$120K - $129K
|
6.54K
$370K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
428+ 11.08% |
$118K - $127K
|
4.29K
$243K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
400New |
$110K - $119K
|
400
$22.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
392+ 21.47% |
$108K - $116K
|
2.22K
$125K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
352+ 6.46% |
$97K - $104K
|
5.8K
$328K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
347+ 8.57% |
$95.6K - $103K
|
4.4K
$249K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
303+ 9.12% |
$83.5K - $89.8K
|
3.63K
$205K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
299+ 27.43% |
$82.4K - $88.6K
|
1.39K
$78.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
298+ 12.03% |
$82.1K - $88.3K
|
2.78K
$157K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
293+ 10.11% |
$80.7K - $86.8K
|
3.19K
$180K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$68.9K - $74.1K
|
250
$14.1K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
250New |
$68.9K - $74.1K
|
250
$14.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
246+ 13.56% |
$67.8K - $72.9K
|
2.06K
$116K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
235New |
$64.8K - $69.6K
|
235
$13.3K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
226+ 10.53% |
$62.3K - $67K
|
2.37K
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
222+ 17.62% |
$61.2K - $65.8K
|
1.48K
$83.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
204+ 21.82% |
$56.2K - $60.5K
|
1.14K
$64.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
182+ 6.66% |
$50.2K - $53.9K
|
2.91K
$165K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
169+ 6.74% |
$46.6K - $50.1K
|
2.68K
$151K
|