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
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$126 - $141
|
240
$36.8K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1- 0.03% |
$126 - $141
|
2.98K
$456K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-4- 0.19% |
$504 - $565
|
2.08K
$319K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8- 0.35% |
$1.01K - $1.13K
|
2.28K
$350K
|
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.45% |
$1.01K - $1.13K
|
1.75K
$269K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10- 9.09% |
$1.26K - $1.41K
|
100
$15.3K
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11- 0.73% |
$1.39K - $1.55K
|
1.49K
$229K
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13- 0.96% |
$1.64K - $1.84K
|
1.34K
$206K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21- 3.72% |
$2.65K - $2.97K
|
544
$83.4K
|
|
Jul 21, 2021
Q2 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-40- 0.36% |
$5.04K - $5.65K
|
11.1K
$1.7M
|
|
Jul 15, 2021
Q2 2021
|
Field & Main Bank
|
SELL
|
- |
-45- 7.38% |
$5.67K - $6.36K
|
565
$86.6K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 28.9% |
$6.3K - $7.06K
|
123
$18.8K
|
|
Jul 23, 2021
Q2 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 7.65% |
$9.45K - $10.6K
|
905
$139K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-100- 3.7% |
$12.6K - $14.1K
|
2.6K
$398K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-131Closed |
$16.5K - $18.5K
|
0
$0
|
|
Sep 08, 2021
Q2 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-176Closed |
$22.2K - $24.9K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 6.45% |
$25.2K - $28.3K
|
2.9K
$444K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-200Closed |
$25.2K - $28.3K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-251- 4.64% |
$31.6K - $35.5K
|
5.16K
$790K
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
SELL
|
- |
-294- 9.96% |
$37K - $41.5K
|
2.66K
$407K
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-300- 50.0% |
$37.8K - $42.4K
|
300
$46K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-332- 30.05% |
$41.8K - $46.9K
|
773
$118K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-346- 82.58% |
$43.6K - $48.9K
|
73
$11.2K
|
|
Aug 10, 2021
Q2 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-375- 5.56% |
$47.3K - $53K
|
6.37K
$976K
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-433- 22.22% |
$54.6K - $61.2K
|
1.52K
$232K
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-500Closed |
$63K - $70.6K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-711- 12.17% |
$89.6K - $100K
|
5.13K
$786K
|
|
Aug 06, 2021
Q2 2021
|
Acg Wealth
|
SELL
|
- |
-774- 15.86% |
$97.5K - $109K
|
4.11K
$629K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-807Closed |
$102K - $114K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.09K- 3.02% |
$138K - $154K
|
35.1K
$5.38M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71KClosed |
$216K - $242K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.79KClosed |
$226K - $253K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.95KClosed |
$245K - $275K
|
0
$0
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.15KClosed |
$270K - $303K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.43K- 48.24% |
$307K - $344K
|
2.61K
$400K
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3KClosed |
$378K - $423K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.05K- 9.92% |
$384K - $431K
|
27.7K
$4.24M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.7KClosed |
$466K - $522K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.38K- 15.85% |
$552K - $618K
|
23.2K
$3.56M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.59K- 10.24% |
$704K - $789K
|
49K
$7.51M
|
|
Aug 03, 2021
Q2 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-7.23K- 55.22% |
$911K - $1.02M
|
5.87K
$899K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-45.3K- 99.23% |
$5.71M - $6.4M
|
350
$53.6K
|
|
Jul 27, 2021
Q2 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-50K- 41.67% |
$6.3M - $7.06M
|
70K
$10.7M
|
|
Aug 16, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.28M- 98.89% |
$288M - $323M
|
25.7K
$3.94M
|