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 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
130+ 9.07% |
$35.8K - $38.5K
|
1.56K
$96.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
129+ 2.11% |
$35.5K - $38.2K
|
6.25K
$386K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
124+ 6.24% |
$34.2K - $36.7K
|
2.11K
$131K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
120+ 7.34% |
$33.1K - $35.6K
|
1.75K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
113+ 0.26% |
$31.1K - $33.5K
|
43.4K
$2.69M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
100+ 4.81% |
$27.6K - $29.6K
|
2.18K
$135K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
100+ 2.98% |
$27.6K - $29.6K
|
3.45K
$214K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
88+ 5.47% |
$24.3K - $26.1K
|
1.7K
$105K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
83+ 3.1% |
$22.9K - $24.6K
|
2.76K
$171K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
78+ 8.72% |
$21.5K - $23.1K
|
972
$60.1K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
75+ 3.09% |
$20.7K - $22.2K
|
2.5K
$155K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
75New |
$20.7K - $22.2K
|
75
$4.64K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
75New |
$20.7K - $22.2K
|
75
$4.64K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73+ 7.26% |
$20.1K - $21.6K
|
1.08K
$66.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
62+ 1.77% |
$17.1K - $18.4K
|
3.57K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
61New |
$16.8K - $18.1K
|
61
$3.77K
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
58+ 4.61% |
$16K - $17.2K
|
1.32K
$81.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
56New |
$15.4K - $16.6K
|
56
$3.46K
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
55+ 1.19% |
$15.2K - $16.3K
|
4.67K
$288K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
52+ 1.35% |
$14.3K - $15.4K
|
3.9K
$241K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
50+ 1.76% |
$13.8K - $14.8K
|
2.89K
$179K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 5.56% |
$13.8K - $14.8K
|
950
$58.7K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
50New |
$13.8K - $14.8K
|
50
$3.09K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 186.96% |
$11.8K - $12.7K
|
66
$4.08K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
42+ 4.84% |
$11.6K - $12.4K
|
909
$56.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
40+ 2.94% |
$11K - $11.9K
|
1.4K
$86.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40+ 3.12% |
$11K - $11.9K
|
1.32K
$81.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
37+ 2.37% |
$10.2K - $11K
|
1.6K
$98.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33+ 1.5% |
$9.09K - $9.78K
|
2.23K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29+ 0.19% |
$7.99K - $8.59K
|
15.2K
$942K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
28+ 1.05% |
$7.72K - $8.3K
|
2.7K
$167K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27+ 0.3% |
$7.44K - $8K
|
9K
$556K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.27% |
$6.89K - $7.41K
|
1.13K
$69.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25+ 0.79% |
$6.89K - $7.41K
|
3.2K
$198K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
23+ 1.93% |
$6.34K - $6.82K
|
1.21K
$74.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
22+ 0.55% |
$6.06K - $6.52K
|
3.99K
$247K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.63% |
$4.96K - $5.33K
|
2.89K
$178K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
18+ 0.08% |
$4.96K - $5.33K
|
22K
$1.36M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
16+ 123.08% |
$4.41K - $4.74K
|
29
$1.79K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
15New |
$4.13K - $4.45K
|
15
$927
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14New |
$3.86K - $4.15K
|
14
$865
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$3.03K - $3.26K
|
11
$680
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4+ 0.33% |
$1.1K - $1.19K
|
1.23K
$75.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.35% |
$827 - $889
|
856
$52.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.36% |
$827 - $889
|
829
$51.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$551 - $593
|
2
$124
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.38% |
$551 - $593
|
522
$32.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.67% |
$276 - $296
|
151
$9.33K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.45% |
$276 - $296
|
70
$4.33K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.36% |
$276 - $296
|
280
$17.3K
|