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
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-635- 11.48% |
$64.2K - $68.6K
|
4.9K
$716K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-760Closed |
$76.8K - $82.1K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-900- 8.1% |
$90.9K - $97.2K
|
10.2K
$1.49M
|
|
|
Jul 16, 2021
Q2 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1K- 3.88% |
$101K - $108K
|
24.8K
$3.63M
|
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1K- 25.0% |
$101K - $108K
|
3K
$439K
|
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.14K- 4.63% |
$115K - $123K
|
23.5K
$3.44M
|
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.2KClosed |
$121K - $130K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.24K- 10.1% |
$125K - $134K
|
11K
$1.62M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.41K- 10.22% |
$143K - $152K
|
12.4K
$1.81M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.5KClosed |
$151K - $161K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.93K- 1.03% |
$195K - $208K
|
185K
$27M
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2KClosed |
$202K - $216K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.86KClosed |
$289K - $308K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-2.92K- 23.29% |
$295K - $316K
|
9.63K
$1.41M
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.26K- 18.98% |
$329K - $352K
|
13.9K
$2.03M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.26K- 1.68% |
$330K - $352K
|
191K
$28M
|
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4K- 33.33% |
$404K - $432K
|
8K
$1.17M
|
|
|
Jul 26, 2021
Q2 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4K- 26.8% |
$404K - $432K
|
10.9K
$1.6M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.32K- 19.94% |
$436K - $466K
|
17.3K
$2.54M
|
|
|
Jul 28, 2021
Q2 2021
|
New Square Capital LLC
|
SELL
|
- |
-4.36K- 23.14% |
$440K - $470K
|
14.5K
$2.12M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-5.74KClosed |
$580K - $620K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.77K- 5.33% |
$583K - $623K
|
103K
$15M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.88K- 64.48% |
$594K - $635K
|
3.24K
$474K
|
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.98K- 50.09% |
$806K - $862K
|
7.95K
$1.16M
|
|
|
Jul 15, 2021
Q2 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-9.76K- 50.0% |
$986K - $1.05M
|
9.76K
$1.43M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-50.5K- 99.07% |
$5.1M - $5.45M
|
472
$69K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-64.9K- 39.86% |
$6.56M - $7.01M
|
98K
$14.3M
|