Purchases and Sales Made in Q2 2021 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
3.05K+ 139.6% |
$385K - $431K
|
5.24K
$803K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.85K+ 18.53% |
$359K - $402K
|
18.2K
$2.79M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.77K+ 10.13% |
$349K - $391K
|
30.1K
$4.61M
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.71K+ 99.85% |
$342K - $383K
|
5.43K
$832K
|
|
Aug 12, 2021
Q2 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.39KNew |
$302K - $338K
|
2.39K
$367K
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.33KNew |
$293K - $329K
|
2.33K
$357K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.29KNew |
$288K - $323K
|
2.29K
$350K
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.94KNew |
$244K - $274K
|
1.94K
$297K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.7KNew |
$214K - $240K
|
1.7K
$261K
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.63KNew |
$205K - $230K
|
1.63K
$249K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56KNew |
$196K - $220K
|
1.56K
$239K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.43K+ 274.62% |
$180K - $202K
|
1.95K
$299K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.4K+ 49.49% |
$176K - $198K
|
4.23K
$648K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07K+ 15.53% |
$135K - $151K
|
7.94K
$1.22M
|
|
Aug 04, 2021
Q2 2021
|
Nvwm, LLC
|
BUY
|
- |
1.06KNew |
$134K - $150K
|
1.06K
$163K
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
BUY
|
- |
929+ 4.04% |
$117K - $131K
|
23.9K
$3.67M
|
|
Jul 29, 2021
Q2 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
892+ 8.53% |
$112K - $126K
|
11.4K
$1.74M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
817+ 17.5% |
$103K - $115K
|
5.49K
$841K
|
|
Aug 12, 2021
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
705New |
$88.8K - $99.6K
|
705
$108K
|
|
Aug 13, 2021
Q2 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
665+ 8.01% |
$83.8K - $93.9K
|
8.96K
$1.37M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
606New |
$76.4K - $85.6K
|
606
$92.9K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
596+ 1.71% |
$75.1K - $84.2K
|
35.5K
$5.44M
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
507+ 364.75% |
$63.9K - $71.6K
|
646
$99K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
507+ 107.42% |
$63.9K - $71.6K
|
979
$150K
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
500New |
$63K - $70.6K
|
500
$76.6K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
397+ 1.44% |
$50K - $56.1K
|
27.9K
$4.27M
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
376New |
$47.4K - $53.1K
|
376
$57.6K
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
253New |
$31.9K - $35.7K
|
253
$38.8K
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
201+ 1.74% |
$25.3K - $28.4K
|
11.7K
$1.8M
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
200+ 20.73% |
$25.2K - $28.3K
|
1.17K
$179K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200New |
$25.2K - $28.3K
|
200
$30.7K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
197+ 98.99% |
$24.8K - $27.8K
|
396
$60.7K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
191+ 53.65% |
$24.1K - $27K
|
547
$83.8K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
144+ 20.17% |
$18.1K - $20.3K
|
858
$131K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 2.7% |
$12.6K - $14.1K
|
3.81K
$584K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
100New |
$12.6K - $14.1K
|
100
$15.3K
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
100+ 2.7% |
$12.6K - $14.1K
|
3.81K
$584K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
84+ 0.57% |
$10.6K - $11.9K
|
14.9K
$2.29M
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
76+ 0.23% |
$9.58K - $10.7K
|
33.4K
$5.12M
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
70+ 2.29% |
$8.82K - $9.89K
|
3.13K
$480K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 14.32% |
$8.06K - $9.04K
|
511
$78.3K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
62+ 3.96% |
$7.81K - $8.76K
|
1.63K
$249K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
50New |
$6.3K - $7.06K
|
50
$7.66K
|
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
49+ 0.66% |
$6.17K - $6.92K
|
7.47K
$1.14M
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
25+ 0.57% |
$3.15K - $3.53K
|
4.43K
$678K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
25New |
$3.15K - $3.53K
|
25
$3.83K
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
25+ 0.95% |
$3.15K - $3.53K
|
2.65K
$405K
|
|
Jul 13, 2021
Q2 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
14+ 0.7% |
$1.76K - $1.98K
|
2.01K
$309K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6+ 0.25% |
$756 - $848
|
2.37K
$362K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.1% |
$252 - $283
|
1.99K
$305K
|