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 | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.04% |
$641 - $684
|
15.1K
$2.04M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.17% |
$427 - $456
|
2.35K
$318K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.12% |
$320 - $342
|
2.46K
$333K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.36% |
$107 - $114
|
280
$37.9K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $114
|
3.92K
$530K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.13% |
$107 - $114
|
796
$108K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.91% |
$107 - $114
|
111
$15K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16- 0.59% |
$1.71K - $1.82K
|
2.69K
$364K
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-20- 0.26% |
$2.14K - $2.28K
|
7.74K
$1.05M
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
SELL
|
- |
-24- 0.97% |
$2.56K - $2.74K
|
2.44K
$330K
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 0.46% |
$5.34K - $5.7K
|
10.7K
$1.45M
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-79- 1.46% |
$8.43K - $9K
|
5.34K
$723K
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-85- 2.43% |
$9.08K - $9.69K
|
3.42K
$462K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-85- 6.59% |
$9.08K - $9.69K
|
1.21K
$163K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-90- 0.98% |
$9.61K - $10.3K
|
9.12K
$1.24M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-99- 19.6% |
$10.6K - $11.3K
|
406
$55K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-103- 75.74% |
$11K - $11.7K
|
33
$4.47K
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-125- 6.25% |
$13.3K - $14.2K
|
1.88K
$254K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-126- 1.23% |
$13.5K - $14.4K
|
10.1K
$1.36M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-127- 1.71% |
$13.6K - $14.5K
|
7.29K
$987K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-144- 0.83% |
$15.4K - $16.4K
|
17.2K
$2.33M
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
SELL
|
- |
-160- 1.11% |
$17.1K - $18.2K
|
14.3K
$1.94M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-198- 1.6% |
$21.1K - $22.6K
|
12.2K
$1.65M
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-200- 1.29% |
$21.4K - $22.8K
|
15.3K
$2.07M
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-210- 2.22% |
$22.4K - $23.9K
|
9.25K
$1.25M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-225- 8.32% |
$24K - $25.6K
|
2.48K
$336K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-238- 13.58% |
$25.4K - $27.1K
|
1.51K
$205K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-247- 10.64% |
$26.4K - $28.2K
|
2.07K
$281K
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-280- 1.75% |
$29.9K - $31.9K
|
15.8K
$2.13M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-284- 3.26% |
$30.3K - $32.4K
|
8.43K
$1.14M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-295Closed |
$31.5K - $33.6K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-309- 26.46% |
$33K - $35.2K
|
859
$116K
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-313- 3.21% |
$33.4K - $35.7K
|
9.45K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-320- 3.3% |
$34.2K - $36.5K
|
9.37K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-335- 6.84% |
$35.8K - $38.2K
|
4.56K
$618K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-370- 1.06% |
$39.5K - $42.2K
|
34.5K
$4.67M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-383- 0.88% |
$40.9K - $43.7K
|
43.3K
$5.87M
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
SELL
|
- |
-390- 8.42% |
$41.6K - $44.5K
|
4.24K
$574K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-400- 28.99% |
$42.7K - $45.6K
|
980
$133K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-400- 2.72% |
$42.7K - $45.6K
|
14.3K
$1.94M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-428- 5.38% |
$45.7K - $48.8K
|
7.52K
$1.02M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-430- 19.21% |
$45.9K - $49K
|
1.81K
$245K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-469- 4.87% |
$50.1K - $53.5K
|
9.16K
$1.24M
|
|
May 10, 2024
Q3 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-500- 8.62% |
$53.4K - $57K
|
5.3K
$718K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-550- 31.23% |
$58.7K - $62.7K
|
1.21K
$164K
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-588Closed |
$62.8K - $67K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-700- 27.69% |
$74.7K - $79.8K
|
1.83K
$248K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-777- 1.25% |
$83K - $88.6K
|
61.3K
$8.3M
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-917- 8.39% |
$97.9K - $105K
|
10K
$1.36M
|