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 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-854- 10.28% |
$235K - $253K
|
7.46K
$459K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-865Closed |
$238K - $256K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-870Closed |
$240K - $258K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-924- 8.86% |
$255K - $274K
|
9.51K
$585K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-986Closed |
$272K - $292K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-1.55K- 12.22% |
$427K - $459K
|
11.1K
$685K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.6K- 61.24% |
$441K - $474K
|
1.01K
$62.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.62KClosed |
$446K - $480K
|
0
$0
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.75K- 48.82% |
$483K - $519K
|
1.84K
$113K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-2KClosed |
$551K - $593K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.11K- 25.09% |
$581K - $625K
|
6.3K
$388K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.41K- 3.33% |
$663K - $713K
|
70K
$4.3M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.76KClosed |
$1.04M - $1.11M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5.04K- 6.25% |
$1.39M - $1.49M
|
75.6K
$4.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.88KClosed |
$1.62M - $1.74M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.53K- 59.12% |
$2.63M - $2.82M
|
6.59K
$405K
|
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-10K- 76.92% |
$2.76M - $2.96M
|
3K
$185K
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-14.6KClosed |
$4.03M - $4.34M
|
0
$0
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23K- 92.19% |
$6.35M - $6.83M
|
1.95K
$120K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.3K- 80.75% |
$8.08M - $8.69M
|
6.99K
$430K
|