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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-88Closed |
$24.3K - $26.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-90- 1.07% |
$24.8K - $26.7K
|
8.35K
$516K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-91- 0.23% |
$25.1K - $27K
|
40.3K
$2.49M
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-95- 1.97% |
$26.2K - $28.2K
|
4.73K
$293K
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
SELL
|
- |
-96- 2.83% |
$26.5K - $28.4K
|
3.3K
$204K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 15.63% |
$27.6K - $29.6K
|
540
$33.4K
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-104- 0.56% |
$28.7K - $30.8K
|
18.6K
$1.15M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-104- 3.93% |
$28.7K - $30.8K
|
2.54K
$157K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-110Closed |
$30.3K - $32.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-115- 7.59% |
$31.7K - $34.1K
|
1.4K
$86.6K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-120- 5.38% |
$33.1K - $35.6K
|
2.11K
$130K
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-120- 0.5% |
$33.1K - $35.6K
|
23.7K
$1.47M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-128- 4.46% |
$35.3K - $37.9K
|
2.74K
$169K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-132- 2.93% |
$36.4K - $39.1K
|
4.37K
$270K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-136- 5.71% |
$37.5K - $40.3K
|
2.25K
$139K
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-141- 8.03% |
$38.9K - $41.8K
|
1.61K
$99.8K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-145- 0.7% |
$40K - $43K
|
20.4K
$1.26M
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-146Closed |
$40.2K - $43.3K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-149- 6.57% |
$41.1K - $44.2K
|
2.12K
$131K
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-160- 4.71% |
$44.1K - $47.4K
|
3.24K
$200K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-162- 2.07% |
$44.6K - $48K
|
7.67K
$474K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-174- 7.95% |
$47.9K - $51.6K
|
2.01K
$125K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-195- 8.88% |
$53.7K - $57.8K
|
2K
$124K
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-200Closed |
$55.1K - $59.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-203- 5.28% |
$55.9K - $60.2K
|
3.64K
$225K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-206- 13.24% |
$56.8K - $61K
|
1.35K
$83.5K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-206- 7.7% |
$56.8K - $61K
|
2.47K
$153K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-208- 26.03% |
$57.3K - $61.6K
|
591
$36.5K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-258- 9.01% |
$71.1K - $76.5K
|
2.61K
$161K
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-300- 11.24% |
$82.7K - $88.9K
|
2.37K
$147K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-312- 4.11% |
$86K - $92.5K
|
7.29K
$451K
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-313- 0.99% |
$86.3K - $92.8K
|
31.5K
$1.94M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-325Closed |
$89.6K - $96.3K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-349- 3.66% |
$96.2K - $103K
|
9.19K
$568K
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-375- 1.83% |
$103K - $111K
|
20.1K
$1.24M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-381- 2.75% |
$105K - $113K
|
13.5K
$832K
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
SELL
|
- |
-400- 34.78% |
$110K - $119K
|
750
$46.4K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-424- 35.75% |
$117K - $126K
|
762
$47.1K
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-438- 9.05% |
$121K - $130K
|
4.4K
$272K
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-467- 23.75% |
$129K - $138K
|
1.5K
$92.7K
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-536Closed |
$148K - $159K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-603- 31.99% |
$166K - $179K
|
1.28K
$79.3K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-620- 8.35% |
$171K - $184K
|
6.81K
$421K
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-676- 32.63% |
$186K - $200K
|
1.4K
$86.3K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-705- 4.95% |
$194K - $209K
|
13.5K
$836K
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-718- 26.62% |
$198K - $213K
|
1.98K
$122K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-733Closed |
$202K - $217K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-748Closed |
$206K - $222K
|
0
$0
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-777Closed |
$214K - $230K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-839- 3.07% |
$231K - $249K
|
26.5K
$1.64M
|