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
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-46- 1.06% |
$4.71K - $5.12K
|
4.27K
$429K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-49- 2.01% |
$5.01K - $5.45K
|
2.39K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-50- 0.24% |
$5.12K - $5.56K
|
21.2K
$2.13M
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-50- 1.06% |
$5.12K - $5.56K
|
4.65K
$467K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-50- 2.44% |
$5.12K - $5.56K
|
2K
$200K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-56- 1.6% |
$5.73K - $6.23K
|
3.43K
$345K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-58Closed |
$5.94K - $6.45K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-61- 2.67% |
$6.24K - $6.79K
|
2.22K
$223K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-61- 2.47% |
$6.24K - $6.79K
|
2.41K
$242K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-65- 2.5% |
$6.65K - $7.23K
|
2.53K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-69- 0.25% |
$7.06K - $7.68K
|
27.2K
$2.73M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-70- 41.18% |
$7.16K - $7.79K
|
100
$10K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-78- 2.56% |
$7.98K - $8.68K
|
2.97K
$298K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-83- 55.33% |
$8.49K - $9.24K
|
67
$6.72K
|
|
|
Oct 18, 2023
Q3 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-85- 1.5% |
$8.7K - $9.46K
|
5.59K
$561K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-90- 3.28% |
$9.21K - $10K
|
2.66K
$267K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-96- 1.13% |
$9.82K - $10.7K
|
8.37K
$840K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-99- 1.31% |
$10.1K - $11K
|
7.46K
$749K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-100- 4.84% |
$10.2K - $11.1K
|
1.97K
$197K
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-100- 2.96% |
$10.2K - $11.1K
|
3.27K
$328K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-104- 3.56% |
$10.6K - $11.6K
|
2.82K
$283K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 1.5% |
$11.7K - $12.7K
|
7.51K
$753K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-150Closed |
$15.4K - $16.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-150- 10.96% |
$15.4K - $16.7K
|
1.22K
$122K
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-155- 3.93% |
$15.9K - $17.2K
|
3.79K
$380K
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-155- 2.15% |
$15.9K - $17.2K
|
7.07K
$710K
|
|
|
Nov 12, 2021
Q3 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-176- 6.52% |
$18K - $19.6K
|
2.53K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-188- 1.78% |
$19.2K - $20.9K
|
10.3K
$1.04M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-199- 11.96% |
$20.4K - $22.1K
|
1.47K
$147K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-208- 0.49% |
$21.3K - $23.1K
|
42.1K
$4.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-236- 51.08% |
$24.2K - $26.3K
|
226
$22.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-254- 1.57% |
$26K - $28.3K
|
15.9K
$1.6M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-256- 1.99% |
$26.2K - $28.5K
|
12.6K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-260- 0.84% |
$26.6K - $28.9K
|
30.8K
$3.09M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-274- 2.67% |
$28K - $30.5K
|
10K
$1M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-300- 0.37% |
$30.7K - $33.4K
|
81K
$8.13M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$30.7K - $33.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-301- 2.92% |
$30.8K - $33.5K
|
10K
$1.01M
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-308Closed |
$31.5K - $34.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-316- 6.53% |
$32.3K - $35.2K
|
4.52K
$454K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-320- 7.58% |
$32.7K - $35.6K
|
3.9K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-335- 0.9% |
$34.3K - $37.3K
|
36.7K
$3.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-379- 98.44% |
$38.8K - $42.2K
|
6
$602
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-393- 1.79% |
$40.2K - $43.7K
|
21.6K
$2.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-400- 12.7% |
$40.9K - $44.5K
|
2.75K
$276K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-430- 1.94% |
$44K - $47.8K
|
21.7K
$2.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-438- 2.64% |
$44.8K - $48.7K
|
16.1K
$1.62M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-438- 0.71% |
$44.8K - $48.7K
|
61.3K
$6.15M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-462Closed |
$47.3K - $51.4K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-466- 9.59% |
$47.7K - $51.9K
|
4.39K
$441K
|