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 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
102+ 2.53% |
$10.4K - $11.3K
|
4.13K
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
102+ 1.36% |
$10.4K - $11.3K
|
7.63K
$765K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
70New |
$7.16K - $7.79K
|
70
$7.03K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
57New |
$5.83K - $6.34K
|
57
$5.72K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
52+ 7.29% |
$5.32K - $5.79K
|
765
$76.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
48New |
$4.91K - $5.34K
|
48
$4.82K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
46+ 1.08% |
$4.71K - $5.12K
|
4.31K
$433K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
45+ 0.52% |
$4.61K - $5.01K
|
8.77K
$880K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38+ 1.77% |
$3.89K - $4.23K
|
2.18K
$219K
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.49% |
$3.79K - $4.12K
|
7.53K
$756K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
36+ 13.9% |
$3.68K - $4.01K
|
295
$29.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
35New |
$3.58K - $3.89K
|
35
$3.51K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 24.3% |
$2.66K - $2.89K
|
133
$13.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
26+ 0.41% |
$2.66K - $2.89K
|
6.33K
$635K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22+ 0.85% |
$2.25K - $2.45K
|
2.62K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
18+ 0.55% |
$1.84K - $2K
|
3.32K
$333K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
18+ 0.71% |
$1.84K - $2K
|
2.56K
$257K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17New |
$1.74K - $1.89K
|
17
$1.71K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
14+ 7.73% |
$1.43K - $1.56K
|
195
$19.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
14New |
$1.43K - $1.56K
|
14
$1.41K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13+ 13.83% |
$1.33K - $1.45K
|
107
$10.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10+ 0.12% |
$1.02K - $1.11K
|
8.42K
$845K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
9New |
$921 - $1K
|
9
$903
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
9+ 2.88% |
$921 - $1K
|
321
$32.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9New |
$921 - $1K
|
9
$903
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
8+ 0.12% |
$819 - $890
|
6.64K
$666K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
5New |
$512 - $556
|
5
$502
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4New |
$409 - $445
|
4
$401
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.11% |
$307 - $334
|
2.77K
$278K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
3+ 0.06% |
$307 - $334
|
5.02K
$503K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2+ 0.23% |
$205 - $223
|
872
$87.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.12% |
$205 - $223
|
1.69K
$170K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.25% |
$205 - $223
|
811
$81.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1+ 0.01% |
$102 - $111
|
10.8K
$1.08M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.05% |
$102 - $111
|
2.2K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$102 - $111
|
1
$100
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$102 - $111
|
1.03K
$103K
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-5- 0.11% |
$512 - $556
|
4.71K
$473K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5Closed |
$512 - $556
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-9- 0.05% |
$921 - $1K
|
17.3K
$1.73M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12- 5.94% |
$1.23K - $1.34K
|
190
$19.1K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-14- 23.33% |
$1.43K - $1.56K
|
46
$4.62K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20Closed |
$2.05K - $2.23K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-21- 29.58% |
$2.15K - $2.34K
|
50
$5.02K
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-22- 0.74% |
$2.25K - $2.45K
|
2.95K
$296K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-25- 0.81% |
$2.56K - $2.78K
|
3.05K
$306K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-32- 0.47% |
$3.27K - $3.56K
|
6.82K
$684K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-38- 1.04% |
$3.89K - $4.23K
|
3.63K
$364K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 1.06% |
$4.09K - $4.45K
|
3.73K
$375K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 5.67% |
$4.4K - $4.78K
|
715
$71.8K
|