Purchases and Sales Made in Q3 2021 in Ishares Tr (IYY)

This table provides information about the institutional ownership of Ishares Tr (IYY) 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
Nov 15, 2021 Q3 2021	Morgan Stanley New York, NY	BUY	-	451K New	$48.1M - $51.4M	451K $66.4M
Nov 12, 2021 Q3 2021	Visionary Wealth Advisors O'fallon, IL	BUY	-	25.8K New	$2.75M - $2.94M	25.8K $3.8M
Nov 10, 2021 Q3 2021	Goldman Sachs Group Inc New York, NY	BUY	-	23.9K New	$2.55M - $2.72M	23.9K $3.52M
Nov 15, 2021 Q3 2021	Lpl Financial LLC Fort Mill, SC	BUY	-	19.8K + 6.89%	$2.11M - $2.26M	307K $45.3M
Oct 14, 2021 Q3 2021	Private Advisor Group, LLC	BUY	-	19.1K + 76.04%	$2.04M - $2.18M	44.3K $6.52M
Nov 16, 2021 Q3 2021	Ep Wealth Advisors, LLC Torrance, CA	BUY	-	13.6K + 50.46%	$1.45M - $1.55M	40.6K $5.98M
Nov 29, 2021 Q3 2021	Badgley Phelps Wealth Managers, LLC	BUY	-	5.15K New	$550K - $587K	5.15K $759K
Nov 09, 2021 Q3 2021	Sterling Investment Advisors, Ltd.	BUY	-	4.41K + 8.88%	$471K - $503K	54.1K $7.97M
Nov 16, 2021 Q3 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	4.41K + 95.23%	$471K - $503K	9.04K $1.33M
Nov 10, 2021 Q3 2021	Kalos Management, Inc. Alpharetta, GA	BUY	-	3.93K + 41.36%	$419K - $448K	13.4K $1.98M
Nov 12, 2021 Q3 2021	Jpmorgan Chase & CO New York, NY	BUY	-	3.9K New	$416K - $444K	3.9K $574K
Nov 15, 2021 Q3 2021	Ubs Group Ag	BUY	-	3.79K + 2.69%	$405K - $432K	145K $21.3M
Nov 12, 2021 Q3 2021	Personal Capital Advisors Corp	BUY	-	3.69K New	$394K - $420K	3.69K $544K
Nov 08, 2021 Q3 2021	Princeton Global Asset Management LLC	BUY	-	3.21K + 827.84%	$343K - $366K	3.6K $530K
Nov 02, 2021 Q3 2021	Raymond James & Associates St Petersburg, FL	BUY	-	3.05K + 9.34%	$325K - $347K	35.6K $5.25M
Nov 02, 2021 Q3 2021	Empirical Financial Services, LLC D.B.A. Empirical Wealth Management	BUY	-	2.94K New	$314K - $335K	2.94K $433K
Oct 28, 2021 Q3 2021	Weaver Consulting Group	BUY	-	2.89K New	$308K - $329K	2.89K $425K
Oct 12, 2021 Q3 2021	Koshinski Asset Management, Inc.	BUY	-	2.86K New	$305K - $326K	2.86K $421K
Oct 21, 2021 Q3 2021	Essex LLC	BUY	-	2.77K New	$296K - $316K	2.77K $408K
Nov 10, 2021 Q3 2021	Creative Planning Overland Park, KS	BUY	-	2.51K + 6.72%	$268K - $286K	39.9K $5.87M
Oct 15, 2021 Q3 2021	Advisor Net Financial, Inc	BUY	-	2.35K New	$250K - $267K	2.35K $346K
Oct 12, 2021 Q3 2021	Avondale Wealth Management	BUY	-	2.33K + 18.19%	$249K - $265K	15.1K $2.23M
Nov 05, 2021 Q3 2021	Advisory Services Network, LLC	BUY	-	2.15K New	$230K - $245K	2.15K $317K
Nov 12, 2021 Q3 2021	Bank Of New York Mellon Corp New York, NY	BUY	-	2.02K + 33.05%	$215K - $230K	8.12K $1.2M
Oct 29, 2021 Q3 2021	Commonwealth Equity Services, LLC	BUY	-	1.91K + 1.95%	$204K - $218K	99.9K $14.7M
Oct 08, 2021 Q3 2021	Wedbush Securities Inc	BUY	-	1.26K + 4.65%	$134K - $143K	28.3K $4.17M
Oct 13, 2021 Q3 2021	Private Capital Group, LLC	BUY	-	1.08K New	$115K - $123K	1.08K $159K
Oct 19, 2021 Q3 2021	Townsend & Associates, Inc	BUY	-	1.02K + 4.94%	$108K - $116K	21.6K $3.18M
Nov 05, 2021 Q3 2021	Calton & Associates, Inc.	BUY	-	739 + 20.84%	$78.9K - $84.2K	4.29K $631K
Nov 12, 2021 Q3 2021	Ibex Wealth Advisors Lebanon, NJ	BUY	-	716 + 2.08%	$76.4K - $81.6K	35.1K $5.17M
Oct 28, 2021 Q3 2021	Sigma Planning Corp Ann Arbor, MI	BUY	-	668 + 4.81%	$71.3K - $76.1K	14.6K $2.15M
Oct 14, 2021 Q3 2021	Great Valley Advisor Group, Inc.	BUY	-	660 + 12.54%	$70.5K - $75.2K	5.92K $873K
Nov 15, 2021 Q3 2021	Belpointe Asset Management LLC	BUY	-	593 + 7.47%	$63.3K - $67.6K	8.54K $1.26M
Oct 21, 2021 Q3 2021	Ellis Investment Partners, LLC	BUY	-	527 + 4.77%	$56.3K - $60.1K	11.6K $1.71M
Nov 12, 2021 Q3 2021	Trinity Point Wealth, LLC	BUY	-	478 + 2.03%	$51K - $54.5K	24K $3.54M
Aug 30, 2024 Q3 2021	Federation Des Caisses Desjardins Du Quebec Levis, A8	BUY	-	470 + 8.07%	$50.2K - $53.6K	6.29K $927K
Oct 21, 2021 Q3 2021	Avantax Advisory Services, Inc.	BUY	-	463 + 5.03%	$49.4K - $52.8K	9.66K $1.42M
Oct 29, 2021 Q3 2021	Janney Montgomery Scott LLC	BUY	-	458 + 20.38%	$48.9K - $52.2K	2.71K $399K
Nov 15, 2021 Q3 2021	First Heartland Consultants, Inc.	BUY	-	449 + 1.95%	$47.9K - $51.2K	23.4K $3.45M
Oct 19, 2021 Q3 2021	Kestra Advisory Services, LLC	BUY	-	384 + 3.36%	$41K - $43.8K	11.8K $1.74M
Nov 15, 2021 Q3 2021	Epg Wealth Management LLC Atlanta, GA	BUY	-	331 New	$35.3K - $37.7K	331 $48.8K
Nov 02, 2021 Q3 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	330 + 0.63%	$35.2K - $37.6K	52.4K $7.72M
Nov 05, 2021 Q3 2021	Truist Financial Corp	BUY	-	248 + 1.76%	$26.5K - $28.3K	14.3K $2.11M
Aug 16, 2024 Q3 2021	Td Private Client Wealth LLC New York, NY	BUY	-	162 New	$17.3K - $18.5K	162 $23.9K
Nov 15, 2021 Q3 2021	First Horizon Advisors, Inc.	BUY	-	103 + 312.12%	$11K - $11.7K	136 $20K
Nov 15, 2021 Q3 2021	Mml Investors Services, LLC Springfield, MA	BUY	-	74 + 1.16%	$7.9K - $8.43K	6.43K $948K
Nov 12, 2021 Q3 2021	Qube Research & Technologies LTD London, X0	BUY	-	71 New	$7.58K - $8.09K	71 $10.5K
Nov 15, 2021 Q3 2021	Brown Brothers Harriman & CO New York, NY	BUY	-	50 New	$5.34K - $5.7K	50 $7.37K
Nov 10, 2021 Q3 2021	Citigroup Inc	BUY	-	45 New	$4.8K - $5.13K	45 $6.63K
Oct 22, 2021 Q3 2021	Lineweaver Wealth Advisors, LLC	BUY	-	7 + 0.22%	$747 - $798	3.21K $473K

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Account

Purchases and Sales Made in Q3 2021 in Ishares Tr (IYY)

451K

25.8K

23.9K

19.8K

19.1K

13.6K

5.15K

4.41K

4.41K

3.93K

3.9K

3.79K

3.69K

3.21K

3.05K

2.94K

2.89K

2.86K

2.77K

2.51K

2.35K

2.33K

2.15K

2.02K

1.91K

1.26K

1.08K

1.02K

739

716

668

660

593

527

478

470

463

458

449

384

331

330

248

162

103

74

71

50

45

7

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