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
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-473Closed |
$48.4K - $52.6K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-475- 20.17% |
$48.6K - $52.9K
|
1.88K
$189K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-525- 76.42% |
$53.7K - $58.4K
|
162
$16.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-553- 3.55% |
$56.6K - $61.5K
|
15K
$1.51M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-609- 99.02% |
$62.3K - $67.8K
|
6
$602
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-681- 15.86% |
$69.7K - $75.8K
|
3.61K
$363K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-685- 2.91% |
$70.1K - $76.2K
|
22.9K
$2.29M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-750- 1.48% |
$76.8K - $83.5K
|
49.9K
$5.01M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-765- 7.23% |
$78.3K - $85.1K
|
9.81K
$985K
|
|
|
Nov 12, 2021
Q3 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-800- 2.36% |
$81.9K - $89K
|
33.1K
$3.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-810- 3.11% |
$82.9K - $90.1K
|
25.3K
$2.54M
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-812- 12.07% |
$83.1K - $90.4K
|
5.91K
$593K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-837- 4.61% |
$85.7K - $93.1K
|
17.3K
$1.74M
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-866- 5.9% |
$88.6K - $96.4K
|
13.8K
$1.39M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-899- 3.08% |
$92K - $100K
|
28.3K
$2.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-910- 0.4% |
$93.1K - $101K
|
229K
$23M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-997Closed |
$102K - $111K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-1KClosed |
$102K - $111K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.01K- 6.09% |
$103K - $112K
|
15.5K
$1.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.08K- 3.44% |
$110K - $120K
|
30.3K
$3.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-1.08K- 2.29% |
$111K - $120K
|
46.1K
$4.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 21.46% |
$112K - $121K
|
3.99K
$401K
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
SELL
|
- |
-1.11K- 1.07% |
$114K - $124K
|
103K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 1.63% |
$118K - $128K
|
69.3K
$6.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.31K- 20.69% |
$134K - $146K
|
5.02K
$503K
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.31K- 17.36% |
$134K - $146K
|
6.23K
$626K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.52KClosed |
$156K - $169K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.58K- 49.37% |
$161K - $175K
|
1.62K
$162K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.6K- 1.51% |
$163K - $178K
|
104K
$10.5M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-1.74K- 2.51% |
$178K - $194K
|
67.7K
$6.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.74K- 3.26% |
$178K - $194K
|
51.6K
$5.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.83K- 22.35% |
$188K - $204K
|
6.37K
$639K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.91KClosed |
$195K - $212K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.99KClosed |
$203K - $221K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.25KClosed |
$231K - $251K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.31K- 24.93% |
$236K - $257K
|
6.96K
$698K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.33KClosed |
$238K - $259K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.42KClosed |
$248K - $270K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-2.77KClosed |
$283K - $308K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
SELL
|
- |
-2.86K- 1.9% |
$292K - $318K
|
148K
$14.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3KClosed |
$307K - $334K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-3KClosed |
$307K - $334K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
SELL
|
- |
-3.08KClosed |
$315K - $343K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.17K- 32.6% |
$324K - $353K
|
6.55K
$657K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.47K- 53.0% |
$355K - $386K
|
3.08K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.69KClosed |
$378K - $411K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-3.7KClosed |
$379K - $412K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-3.84K- 6.26% |
$393K - $427K
|
57.6K
$5.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-3.86K- 45.31% |
$395K - $429K
|
4.65K
$467K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4.51K- 46.16% |
$461K - $502K
|
5.26K
$528K
|