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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.19K+ 1.93% |
$122K - $132K
|
62.7K
$6.29M
|
|
|
Nov 01, 2021
Q3 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
1.18K+ 0.66% |
$121K - $132K
|
180K
$18.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.15K+ 8.73% |
$118K - $128K
|
14.3K
$1.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.1K+ 19.43% |
$113K - $123K
|
6.77K
$679K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.08K+ 15.79% |
$111K - $121K
|
7.94K
$797K
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
978+ 19.33% |
$100K - $109K
|
6.04K
$606K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
925New |
$94.7K - $103K
|
925
$92.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
917New |
$93.8K - $102K
|
917
$92K
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
881+ 1.59% |
$90.2K - $98K
|
56.2K
$5.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
853+ 23.15% |
$87.3K - $94.9K
|
4.54K
$455K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
802+ 2.47% |
$82.1K - $89.2K
|
33.3K
$3.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
772+ 6.86% |
$79K - $85.9K
|
12K
$1.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
764+ 12.29% |
$78.2K - $85K
|
6.98K
$701K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
738+ 2.0% |
$75.5K - $82.1K
|
37.6K
$3.77M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
708+ 21.02% |
$72.5K - $78.8K
|
4.08K
$409K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
556+ 4.97% |
$56.9K - $61.9K
|
11.7K
$1.18M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
536+ 1.45% |
$54.9K - $59.6K
|
37.4K
$3.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
523+ 7.18% |
$53.5K - $58.2K
|
7.81K
$784K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
500+ 33.33% |
$51.2K - $55.6K
|
2K
$201K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
489+ 4.12% |
$50K - $54.4K
|
12.4K
$1.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
486+ 7.29% |
$49.7K - $54.1K
|
7.16K
$718K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
471+ 14.74% |
$48.2K - $52.4K
|
3.67K
$368K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
469+ 291.3% |
$48K - $52.2K
|
630
$63.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
457+ 3.14% |
$46.8K - $50.9K
|
15K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
425+ 19.72% |
$43.5K - $47.3K
|
2.58K
$259K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
387+ 2.26% |
$39.6K - $43.1K
|
17.5K
$1.76M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
382+ 21.61% |
$39.1K - $42.5K
|
2.15K
$216K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
375New |
$38.4K - $41.7K
|
375
$37.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
367+ 1.9% |
$37.6K - $40.8K
|
19.7K
$1.98M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
350+ 6.75% |
$35.8K - $38.9K
|
5.53K
$555K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
325+ 54.17% |
$33.3K - $36.2K
|
925
$92.8K
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
325+ 1.44% |
$33.3K - $36.2K
|
22.8K
$2.29M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
282+ 2.64% |
$28.9K - $31.4K
|
11K
$1.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
265+ 4.72% |
$27.1K - $29.5K
|
5.88K
$590K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
231+ 3.13% |
$23.6K - $25.7K
|
7.61K
$764K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
177+ 1.67% |
$18.1K - $19.7K
|
10.8K
$1.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
169+ 0.46% |
$17.3K - $18.8K
|
36.9K
$3.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
166New |
$17K - $18.5K
|
166
$16.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
163+ 1.17% |
$16.7K - $18.1K
|
14.1K
$1.41M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
153+ 6.58% |
$15.7K - $17K
|
2.48K
$249K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
150+ 3.6% |
$15.4K - $16.7K
|
4.31K
$433K
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
145+ 3.87% |
$14.8K - $16.1K
|
3.89K
$390K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
140+ 6.7% |
$14.3K - $15.6K
|
2.23K
$224K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
137+ 6.93% |
$14K - $15.2K
|
2.12K
$212K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
127+ 0.91% |
$13K - $14.1K
|
14K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
117+ 2.65% |
$12K - $13K
|
4.53K
$455K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
116+ 4.92% |
$11.9K - $12.9K
|
2.48K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
110New |
$11.3K - $12.2K
|
110
$11K
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
109New |
$11.2K - $12.1K
|
109
$10.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
106+ 1.06% |
$10.8K - $11.8K
|
10.2K
$1.02M
|