Purchases and Sales Made in Q1 2021 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q1 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 |
---|---|---|---|---|---|---|---|
May 03, 2021
Q1 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
120KNew |
$13.3M - $15.2M
|
120K
$18.4M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
51.6K+ 113.0% |
$5.73M - $6.55M
|
97.2K
$14.9M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37.3K+ 4107.26% |
$4.15M - $4.74M
|
38.2K
$5.86M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34.2KNew |
$3.8M - $4.34M
|
34.2K
$5.24M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 345.93% |
$3.12M - $3.56M
|
36.2K
$5.54M
|
|
May 10, 2021
Q1 2021
|
Banco Santander, S.A.
|
BUY
|
- |
23KNew |
$2.56M - $2.92M
|
23K
$3.53M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.7K+ 145.65% |
$2.3M - $2.63M
|
34.9K
$5.35M
|
|
May 04, 2021
Q1 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
10.5KNew |
$1.16M - $1.33M
|
10.5K
$1.6M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.46K+ 49.49% |
$829K - $947K
|
22.5K
$3.45M
|
|
May 17, 2021
Q1 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.23KNew |
$359K - $409K
|
3.23K
$495K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.1K+ 517.03% |
$344K - $393K
|
3.7K
$566K
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.06KNew |
$340K - $388K
|
3.06K
$469K
|
|
May 17, 2021
Q1 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3KNew |
$333K - $380K
|
3K
$459K
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
3KNew |
$333K - $380K
|
3K
$459K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.75K+ 3481.01% |
$306K - $349K
|
2.83K
$434K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
2.42K+ 19.48% |
$269K - $307K
|
14.8K
$2.27M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.36K+ 42.44% |
$262K - $299K
|
7.9K
$1.21M
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.15KNew |
$238K - $272K
|
2.15K
$329K
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.1KNew |
$233K - $266K
|
2.1K
$321K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.09KNew |
$232K - $265K
|
2.09K
$320K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.99KNew |
$221K - $253K
|
1.99K
$305K
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.9K+ 76.0% |
$211K - $241K
|
4.4K
$674K
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.71KNew |
$190K - $217K
|
1.71K
$262K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.35KNew |
$151K - $172K
|
1.35K
$208K
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.19K+ 0.68% |
$132K - $150K
|
174K
$26.7M
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.13K+ 149.47% |
$126K - $143K
|
1.89K
$289K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
1.09KNew |
$121K - $138K
|
1.09K
$167K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.09K+ 228.09% |
$121K - $138K
|
1.57K
$240K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.09K+ 67.18% |
$121K - $138K
|
2.7K
$414K
|
|
May 12, 2021
Q1 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
700+ 9.21% |
$77.8K - $88.8K
|
8.3K
$1.27M
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
670+ 13.88% |
$74.5K - $85K
|
5.5K
$842K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
520New |
$57.8K - $66K
|
520
$79.7K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
500New |
$55.6K - $63.4K
|
500
$76.6K
|
|
Apr 09, 2021
Q1 2021
|
First Citizens Financial Corp
|
BUY
|
- |
473+ 4.28% |
$52.6K - $60K
|
11.5K
$1.77M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
378+ 8.81% |
$42K - $48K
|
4.67K
$715K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
307+ 186.06% |
$34.1K - $39K
|
472
$72.3K
|
|
May 18, 2021
Q1 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300+ 100.0% |
$33.3K - $38.1K
|
600
$92K
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
224+ 0.68% |
$24.9K - $28.4K
|
33.3K
$5.11M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
200New |
$22.2K - $25.4K
|
200
$30.7K
|
|
May 03, 2021
Q1 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 6.9% |
$22.2K - $25.4K
|
3.1K
$475K
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
BUY
|
- |
185+ 3.01% |
$20.6K - $23.5K
|
6.33K
$969K
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
176New |
$19.6K - $22.3K
|
176
$27K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
154New |
$17.1K - $19.5K
|
154
$23.6K
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
139New |
$15.5K - $17.6K
|
139
$21.3K
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
127+ 9.22% |
$14.1K - $16.1K
|
1.51K
$231K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
42New |
$4.67K - $5.33K
|
42
$6.44K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28+ 4.17% |
$3.11K - $3.55K
|
700
$107K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22+ 0.62% |
$2.45K - $2.79K
|
3.58K
$548K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 10.0% |
$1.11K - $1.27K
|
110
$16.9K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9New |
$1K - $1.14K
|
9
$1.38K
|