Purchases and Sales Made in Q3 2021 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
5K+ 100.0% |
$512K - $556K
|
10K
$1M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.95KNew |
$507K - $551K
|
4.95K
$497K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.92K+ 3.53% |
$504K - $547K
|
144K
$14.5M
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
4.92K+ 5.85% |
$503K - $547K
|
89K
$8.93M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.49K+ 8.93% |
$459K - $499K
|
54.8K
$5.5M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.23K+ 39.11% |
$433K - $471K
|
15.1K
$1.51M
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
4.14KNew |
$424K - $461K
|
4.14K
$415K
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
4.01K+ 9.54% |
$410K - $446K
|
46K
$4.62M
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.74K+ 85.15% |
$383K - $416K
|
8.13K
$816K
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.67K+ 61.77% |
$376K - $409K
|
9.62K
$966K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.49K+ 146.21% |
$357K - $389K
|
5.88K
$590K
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.44KNew |
$352K - $382K
|
3.44K
$345K
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
3.36KNew |
$343K - $373K
|
3.36K
$337K
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.32KNew |
$340K - $370K
|
3.32K
$333K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.17K+ 17.3% |
$324K - $352K
|
21.5K
$2.15M
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.16K+ 12.5% |
$324K - $352K
|
28.5K
$2.86M
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
3.01KNew |
$308K - $335K
|
3.01K
$302K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.96KNew |
$303K - $329K
|
2.96K
$297K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2.94K+ 3.87% |
$300K - $327K
|
78.7K
$7.9M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.93KNew |
$300K - $326K
|
2.93K
$294K
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.85K+ 6.69% |
$292K - $317K
|
45.5K
$4.57M
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.74KNew |
$280K - $304K
|
2.74K
$275K
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.69KNew |
$275K - $299K
|
2.69K
$269K
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.64KNew |
$270K - $294K
|
2.64K
$265K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$262K - $285K
|
2.56K
$257K
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
2.5K+ 1.64% |
$256K - $278K
|
155K
$15.6M
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
2.45K+ 10.65% |
$251K - $273K
|
25.4K
$2.55M
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 10.68% |
$247K - $269K
|
25K
$2.51M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.36K+ 30.9% |
$242K - $263K
|
10K
$1M
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.32K+ 20.72% |
$238K - $259K
|
13.5K
$1.36M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.31K+ 2.3% |
$236K - $257K
|
103K
$10.3M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.22KNew |
$227K - $247K
|
2.22K
$223K
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.19K+ 30.62% |
$224K - $243K
|
9.32K
$935K
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
2.17KNew |
$222K - $242K
|
2.17K
$218K
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.13KNew |
$218K - $237K
|
2.13K
$214K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.09K+ 0.17% |
$213K - $232K
|
1.23M
$123M
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.01KNew |
$206K - $224K
|
2.01K
$202K
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
1.99KNew |
$204K - $222K
|
1.99K
$200K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.98KNew |
$203K - $221K
|
1.98K
$199K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.94KNew |
$198K - $216K
|
1.94K
$195K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.9K+ 165.94% |
$194K - $211K
|
3.05K
$306K
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.83K+ 217.86% |
$187K - $204K
|
2.67K
$268K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.64K+ 3.45% |
$168K - $182K
|
49.2K
$4.93M
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.48K+ 35.31% |
$152K - $165K
|
5.68K
$570K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.44K+ 23.98% |
$147K - $160K
|
7.45K
$748K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 7.82% |
$140K - $153K
|
18.9K
$1.9M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.37K+ 21.43% |
$140K - $153K
|
7.77K
$780K
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.35KNew |
$138K - $150K
|
1.35K
$135K
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.21KNew |
$124K - $135K
|
1.21K
$122K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.2K+ 2.26% |
$122K - $133K
|
54.1K
$5.43M
|