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 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1+ 0.12% |
$276 - $296
|
841
$52K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.05% |
$276 - $296
|
2.08K
$129K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.12% |
$276 - $296
|
824
$50.9K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.04% |
$276 - $296
|
2.32K
$143K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1Closed |
$276 - $296
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1- 0.05% |
$276 - $296
|
1.84K
$114K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1- 0.04% |
$276 - $296
|
2.53K
$156K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 2.17% |
$276 - $296
|
45
$2.78K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 1.96% |
$276 - $296
|
50
$3.09K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 0.13% |
$1.38K - $1.48K
|
3.83K
$237K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6- 0.65% |
$1.65K - $1.78K
|
917
$56.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6- 0.55% |
$1.65K - $1.78K
|
1.09K
$67.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-7- 0.27% |
$1.93K - $2.07K
|
2.6K
$161K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-7- 9.21% |
$1.93K - $2.07K
|
69
$4.27K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-8- 1.03% |
$2.2K - $2.37K
|
771
$47.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9- 1.17% |
$2.48K - $2.67K
|
763
$47.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-11- 0.18% |
$3.03K - $3.26K
|
5.94K
$367K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12- 0.29% |
$3.31K - $3.56K
|
4.09K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-14- 1.25% |
$3.86K - $4.15K
|
1.11K
$68.6K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15- 0.96% |
$4.13K - $4.45K
|
1.56K
$96.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-15- 1.02% |
$4.13K - $4.45K
|
1.46K
$90.1K
|
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-16- 1.47% |
$4.41K - $4.74K
|
1.07K
$66.1K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 1.3% |
$4.41K - $4.74K
|
1.22K
$75.1K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17- 1.04% |
$4.68K - $5.04K
|
1.62K
$100K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17Closed |
$4.68K - $5.04K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-19- 2.77% |
$5.24K - $5.63K
|
667
$41.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-19- 13.01% |
$5.24K - $5.63K
|
127
$7.85K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-23Closed |
$6.34K - $6.82K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-24- 0.51% |
$6.61K - $7.11K
|
4.7K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-25- 1.02% |
$6.89K - $7.41K
|
2.43K
$150K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 3.26% |
$6.89K - $7.41K
|
742
$45.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-27- 4.91% |
$7.44K - $8K
|
523
$32.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-33- 23.24% |
$9.09K - $9.78K
|
109
$6.74K
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-34- 1.47% |
$9.37K - $10.1K
|
2.28K
$141K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-38- 8.19% |
$10.5K - $11.3K
|
426
$26.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 1.16% |
$11K - $11.9K
|
3.42K
$212K
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-40- 4.58% |
$11K - $11.9K
|
833
$51.5K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-45- 2.16% |
$12.4K - $13.3K
|
2.04K
$126K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-45- 2.59% |
$12.4K - $13.3K
|
1.69K
$105K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-50- 50.0% |
$13.8K - $14.8K
|
50
$3.09K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-52- 4.57% |
$14.3K - $15.4K
|
1.09K
$67.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-55- 0.89% |
$15.2K - $16.3K
|
6.14K
$379K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-57- 1.03% |
$15.7K - $16.9K
|
5.5K
$340K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-68Closed |
$18.7K - $20.2K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-69- 1.52% |
$19K - $20.4K
|
4.48K
$277K
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-70- 8.66% |
$19.3K - $20.7K
|
738
$45.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-71- 38.17% |
$19.6K - $21K
|
115
$7.11K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-75- 3.65% |
$20.7K - $22.2K
|
1.98K
$122K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-76- 6.52% |
$20.9K - $22.5K
|
1.09K
$67.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-81- 29.56% |
$22.3K - $24K
|
193
$11.9K
|