Purchases and Sales Made in Q2 2021 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 2.49% |
$6.92K - $7.33K
|
2.67K
$374K
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
50+ 25.77% |
$5.33K - $5.64K
|
244
$34.1K
|
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50+ 0.6% |
$5.33K - $5.64K
|
8.39K
$1.17M
|
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
30New |
$3.2K - $3.38K
|
30
$4.2K
|
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.34% |
$852 - $902
|
2.37K
$331K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
7New |
$746 - $790
|
7
$979
|
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.21% |
$746 - $790
|
3.42K
$478K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.33% |
$639 - $677
|
1.84K
$257K
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.3% |
$426 - $451
|
1.35K
$189K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.09% |
$320 - $338
|
3.31K
$463K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$320 - $338
|
3
$420
|
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.13% |
$213 - $226
|
1.57K
$220K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.33% |
$213 - $226
|
607
$84.9K
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2+ 0.03% |
$213 - $226
|
6.49K
$907K
|
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.5% |
$107 - $113
|
201
$28.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.03% |
$107 - $113
|
2.94K
$411K
|
|
|
Jul 26, 2021
Q2 2021
|
First Merchants Corp
|
SELL
|
- |
-2- 0.06% |
$213 - $226
|
3.19K
$447K
|
|
|
Jul 26, 2021
Q2 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-18- 0.77% |
$1.92K - $2.03K
|
2.32K
$324K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24- 0.7% |
$2.56K - $2.71K
|
3.42K
$479K
|
|
|
Jul 01, 2021
Q2 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-31- 0.07% |
$3.3K - $3.5K
|
44K
$6.15M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48- 0.42% |
$5.11K - $5.41K
|
11.5K
$1.61M
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-59- 32.07% |
$6.28K - $6.65K
|
125
$17.5K
|
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
SELL
|
- |
-65- 0.64% |
$6.92K - $7.33K
|
10.1K
$1.42M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-70- 3.46% |
$7.46K - $7.9K
|
1.95K
$273K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-91- 2.73% |
$9.69K - $10.3K
|
3.25K
$454K
|
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-94- 2.95% |
$10K - $10.6K
|
3.09K
$432K
|
|
|
Aug 13, 2021
Q2 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-98- 1.66% |
$10.4K - $11.1K
|
5.82K
$815K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-98Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
SELL
|
- |
-99- 4.24% |
$10.5K - $11.2K
|
2.23K
$313K
|
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-109- 2.02% |
$11.6K - $12.3K
|
5.28K
$739K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-141Closed |
$15K - $15.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-142- 2.4% |
$15.1K - $16K
|
5.77K
$808K
|
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-160- 3.01% |
$17K - $18K
|
5.15K
$721K
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-160- 3.12% |
$17K - $18K
|
4.97K
$696K
|
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-190- 6.59% |
$20.2K - $21.4K
|
2.69K
$377K
|
|
|
Aug 11, 2021
Q2 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-233- 8.69% |
$24.8K - $26.3K
|
2.45K
$342K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-258- 4.51% |
$27.5K - $29.1K
|
5.46K
$764K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-301Closed |
$32.1K - $33.9K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-311- 0.47% |
$33.1K - $35.1K
|
65.3K
$9.14M
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
SELL
|
- |
-358- 20.02% |
$38.1K - $40.4K
|
1.43K
$200K
|
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-371- 3.97% |
$39.5K - $41.8K
|
8.98K
$1.26M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-400- 33.06% |
$42.6K - $45.1K
|
810
$113K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-490- 1.29% |
$52.2K - $55.3K
|
37.4K
$5.24M
|
|
|
Aug 16, 2021
Q2 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-560- 6.43% |
$59.6K - $63.2K
|
8.15K
$1.14M
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-583- 3.59% |
$62.1K - $65.8K
|
15.7K
$2.19M
|
|
|
Jul 29, 2021
Q2 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-798- 19.66% |
$85K - $90K
|
3.26K
$456K
|
|
|
Jul 12, 2021
Q2 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.34K- 1.94% |
$143K - $151K
|
67.9K
$9.49M
|
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.41K- 18.64% |
$150K - $159K
|
6.17K
$863K
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-1.52K- 11.48% |
$162K - $171K
|
11.7K
$1.64M
|
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.75K- 8.99% |
$186K - $197K
|
17.7K
$2.48M
|