Purchases and Sales Made in Q3 2021 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
458New |
$56.3K - $62.3K
|
458
$60.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
450+ 10.64% |
$55.3K - $61.2K
|
4.68K
$614K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
419+ 25.75% |
$51.5K - $57K
|
2.05K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
379+ 6.98% |
$46.6K - $51.5K
|
5.81K
$762K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
369+ 19.05% |
$45.3K - $50.2K
|
2.31K
$303K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
351+ 2.95% |
$43.1K - $47.7K
|
12.2K
$1.61M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
315+ 4.98% |
$38.7K - $42.8K
|
6.64K
$871K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
307New |
$37.7K - $41.7K
|
307
$40.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 10.34% |
$36.9K - $40.8K
|
3.2K
$420K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
254+ 8.11% |
$31.2K - $34.5K
|
3.39K
$444K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
242New |
$29.7K - $32.9K
|
242
$31.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
240New |
$29.5K - $32.6K
|
240
$31.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
225+ 8.65% |
$27.6K - $30.6K
|
2.83K
$371K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
206+ 12.11% |
$25.3K - $28K
|
1.91K
$250K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
151+ 302.0% |
$18.6K - $20.5K
|
201
$26.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
143+ 5.98% |
$17.6K - $19.4K
|
2.54K
$333K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
126New |
$15.5K - $17.1K
|
126
$16.5K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
122+ 22.3% |
$15K - $16.6K
|
669
$87.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
105+ 11.6% |
$12.9K - $14.3K
|
1.01K
$132K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
104+ 10.62% |
$12.8K - $14.1K
|
1.08K
$142K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
97New |
$11.9K - $13.2K
|
97
$12.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
86New |
$10.6K - $11.7K
|
86
$11.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
85+ 1.55% |
$10.4K - $11.6K
|
5.57K
$731K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
80+ 1.25% |
$9.83K - $10.9K
|
6.47K
$848K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
77+ 1.78% |
$9.46K - $10.5K
|
4.41K
$579K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
73+ 3.09% |
$8.97K - $9.93K
|
2.44K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
69+ 69.0% |
$8.48K - $9.38K
|
169
$22.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
64+ 152.38% |
$7.86K - $8.7K
|
106
$13.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
38New |
$4.67K - $5.17K
|
38
$4.98K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37+ 0.72% |
$4.55K - $5.03K
|
5.17K
$678K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
24+ 0.58% |
$2.95K - $3.26K
|
4.13K
$542K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
15New |
$1.84K - $2.04K
|
15
$1.97K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.41% |
$1.35K - $1.5K
|
2.67K
$350K
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2+ 0.02% |
$246 - $272
|
11.4K
$1.49M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1+ 0.05% |
$123 - $136
|
2.08K
$273K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$123 - $136
|
512
$67.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.05% |
$123 - $136
|
1.99K
$262K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-10- 0.09% |
$1.23K - $1.36K
|
11.1K
$1.45M
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 0.92% |
$1.23K - $1.36K
|
1.08K
$142K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-19- 2.94% |
$2.33K - $2.58K
|
627
$82.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-25- 0.95% |
$3.07K - $3.4K
|
2.62K
$344K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29- 0.08% |
$3.56K - $3.94K
|
37.7K
$4.95M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-31- 0.88% |
$3.81K - $4.22K
|
3.5K
$458K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40- 0.14% |
$4.91K - $5.44K
|
29.3K
$3.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50- 2.41% |
$6.14K - $6.8K
|
2.03K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-58- 3.83% |
$7.13K - $7.89K
|
1.46K
$191K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-60- 1.01% |
$7.37K - $8.16K
|
5.9K
$773K
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-70- 12.39% |
$8.6K - $9.52K
|
495
$64.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-81- 11.49% |
$9.95K - $11K
|
624
$81.9K
|