Purchases and Sales Made in Q3 2021 in Ishares Tr (GBF)
This table provides information about the institutional ownership of Ishares Tr (GBF) 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
|
Assetmark, Inc
|
BUY
|
- |
1.41M+ 675027.75% |
$172M - $175M
|
1.41M
$144M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
302K+ 9006.16% |
$36.9M - $37.5M
|
306K
$31.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101K+ 4743.47% |
$12.3M - $12.5M
|
103K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
42.8KNew |
$5.22M - $5.31M
|
42.8K
$4.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.5K+ 288.36% |
$5.06M - $5.15M
|
55.9K
$5.71M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.1K+ 258.22% |
$3.06M - $3.12M
|
34.8K
$3.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.7KNew |
$1.67M - $1.7M
|
13.7K
$1.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
13.1KNew |
$1.6M - $1.63M
|
13.1K
$1.34M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
7.2K+ 4.87% |
$878K - $894K
|
155K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
6.03KNew |
$735K - $749K
|
6.03K
$616K
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.26KNew |
$641K - $653K
|
5.26K
$537K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
3.73KNew |
$455K - $463K
|
3.73K
$381K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.6KNew |
$439K - $447K
|
3.6K
$368K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.31K+ 2.52% |
$404K - $411K
|
135K
$13.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77K+ 27.24% |
$216K - $220K
|
8.28K
$846K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.76K+ 19.69% |
$214K - $218K
|
10.7K
$1.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.54K+ 6.91% |
$188K - $191K
|
23.8K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.27K+ 15.45% |
$155K - $158K
|
9.5K
$970K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.2KNew |
$146K - $149K
|
1.2K
$123K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.09K+ 10.87% |
$133K - $136K
|
11.1K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
726+ 2.94% |
$88.5K - $90.1K
|
25.4K
$2.59M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
490+ 29.61% |
$59.7K - $60.8K
|
2.15K
$219K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
433+ 2.58% |
$52.8K - $53.7K
|
17.2K
$1.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
211+ 3.49% |
$25.7K - $26.2K
|
6.27K
$640K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
104+ 3.29% |
$12.7K - $12.9K
|
3.26K
$333K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
100+ 3.87% |
$12.2K - $12.4K
|
2.68K
$274K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
60New |
$7.32K - $7.45K
|
60
$6.13K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
42+ 1.94% |
$5.12K - $5.21K
|
2.2K
$225K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
36+ 1.16% |
$4.39K - $4.47K
|
3.14K
$320K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33+ 1.33% |
$4.02K - $4.1K
|
2.52K
$257K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31New |
$3.78K - $3.85K
|
31
$3.17K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
23+ 0.4% |
$2.8K - $2.85K
|
5.77K
$590K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15+ 0.59% |
$1.83K - $1.86K
|
2.57K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
9+ 0.49% |
$1.1K - $1.12K
|
1.86K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$122 - $124
|
10.8K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1New |
$122 - $124
|
1
$102
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-7- 0.28% |
$854 - $869
|
2.52K
$257K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-39- 6.53% |
$4.76K - $4.84K
|
558
$57K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 0.87% |
$8.54K - $8.69K
|
8K
$817K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-77- 2.99% |
$9.39K - $9.56K
|
2.5K
$255K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-100- 50.0% |
$12.2K - $12.4K
|
100
$10.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-120- 30.77% |
$14.6K - $14.9K
|
270
$27.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-162Closed |
$19.8K - $20.1K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-224- 11.52% |
$27.3K - $27.8K
|
1.72K
$176K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-265- 77.03% |
$32.3K - $32.9K
|
79
$8.07K
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-324- 3.18% |
$39.5K - $40.2K
|
9.88K
$1.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-337- 9.15% |
$41.1K - $41.8K
|
3.35K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-486- 14.27% |
$59.3K - $60.3K
|
2.92K
$298K
|