Purchases and Sales Made in Q2 2021 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
204+ 1.41% |
$20.6K - $22K
|
14.7K
$2.15M
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
136New |
$13.7K - $14.7K
|
136
$19.9K
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
125+ 0.55% |
$12.6K - $13.5K
|
23K
$3.36M
|
|
|
Jul 21, 2021
Q2 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
102+ 0.5% |
$10.3K - $11K
|
20.6K
$3.01M
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
100New |
$10.1K - $10.8K
|
100
$14.6K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
100+ 1.1% |
$10.1K - $10.8K
|
9.21K
$1.35M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
92+ 0.39% |
$9.3K - $9.93K
|
23.9K
$3.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
66+ 0.7% |
$6.67K - $7.13K
|
9.46K
$1.38M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46+ 0.29% |
$4.65K - $4.97K
|
15.8K
$2.32M
|
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
40+ 100.0% |
$4.04K - $4.32K
|
80
$11.7K
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
31+ 0.29% |
$3.13K - $3.35K
|
10.8K
$1.57M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29New |
$2.93K - $3.13K
|
29
$4.24K
|
|
|
Jul 21, 2021
Q2 2021
|
Centric Wealth Management
|
BUY
|
- |
28+ 0.38% |
$2.83K - $3.02K
|
7.36K
$1.08M
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
24+ 0.25% |
$2.43K - $2.59K
|
9.5K
$1.39M
|
|
|
Aug 03, 2021
Q2 2021
|
Garner Asset Management Corp
|
BUY
|
- |
19+ 0.49% |
$1.92K - $2.05K
|
3.89K
$569K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
17+ 0.53% |
$1.72K - $1.84K
|
3.24K
$473K
|
|
|
Aug 04, 2021
Q2 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
17+ 0.46% |
$1.72K - $1.84K
|
3.72K
$544K
|
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
16+ 0.77% |
$1.62K - $1.73K
|
2.1K
$308K
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.17% |
$404 - $432
|
2.34K
$343K
|
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$303 - $324
|
3.64K
$533K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5- 0.01% |
$505 - $540
|
62.7K
$9.17M
|
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5- 0.18% |
$505 - $540
|
2.7K
$395K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11- 6.15% |
$1.11K - $1.19K
|
168
$24.6K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22- 0.04% |
$2.22K - $2.38K
|
52K
$7.61M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 5.43% |
$2.93K - $3.13K
|
505
$73.9K
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30Closed |
$3.03K - $3.24K
|
0
$0
|
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-36- 2.71% |
$3.64K - $3.89K
|
1.29K
$189K
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-44- 0.81% |
$4.45K - $4.75K
|
5.42K
$792K
|
|
|
Aug 12, 2021
Q2 2021
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-47- 2.07% |
$4.75K - $5.07K
|
2.22K
$325K
|
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-64- 7.06% |
$6.47K - $6.91K
|
842
$123K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-90- 1.45% |
$9.09K - $9.72K
|
6.1K
$892K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108- 0.71% |
$10.9K - $11.7K
|
15.1K
$2.21M
|
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-140- 5.51% |
$14.1K - $15.1K
|
2.4K
$351K
|
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-146- 2.42% |
$14.8K - $15.8K
|
5.9K
$863K
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-150- 22.73% |
$15.2K - $16.2K
|
510
$74.6K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-155- 16.32% |
$15.7K - $16.7K
|
795
$116K
|
|
|
Jul 20, 2021
Q2 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-160- 0.93% |
$16.2K - $17.3K
|
17.1K
$2.5M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-178Closed |
$18K - $19.2K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-190- 46.8% |
$19.2K - $20.5K
|
216
$31.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-200- 9.43% |
$20.2K - $21.6K
|
1.92K
$281K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-208- 6.73% |
$21K - $22.5K
|
2.88K
$421K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244- 0.55% |
$24.7K - $26.3K
|
43.7K
$6.4M
|
|
|
Jul 19, 2021
Q2 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-250- 5.12% |
$25.3K - $27K
|
4.63K
$677K
|
|
|
Jul 21, 2021
Q2 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-334- 2.04% |
$33.8K - $36.1K
|
16K
$2.34M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-530- 11.38% |
$53.6K - $57.2K
|
4.13K
$604K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-544- 1.98% |
$55K - $58.7K
|
27K
$3.94M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-556- 0.39% |
$56.2K - $60K
|
141K
$20.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-582Closed |
$58.8K - $62.8K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-622- 6.45% |
$62.9K - $67.2K
|
9.02K
$1.32M
|