Purchases and Sales Made in Q3 2021 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 10.36% |
$146K - $165K
|
15.9K
$2.29M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
1.27K+ 8.41% |
$124K - $141K
|
16.4K
$2.36M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
966+ 2.62% |
$94.3K - $107K
|
37.8K
$5.46M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
714New |
$69.7K - $79.1K
|
714
$103K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
685New |
$66.9K - $75.9K
|
685
$98.8K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
666+ 22.65% |
$65K - $73.7K
|
3.61K
$520K
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
580New |
$56.6K - $64.2K
|
580
$83.6K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
532+ 6.11% |
$51.9K - $58.9K
|
9.24K
$1.33M
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
365+ 0.67% |
$35.6K - $40.4K
|
55.1K
$7.94M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
328+ 67.08% |
$32K - $36.3K
|
817
$118K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
300+ 9.56% |
$29.3K - $33.2K
|
3.44K
$496K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
230+ 5.43% |
$22.5K - $25.5K
|
4.47K
$645K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
224New |
$21.9K - $24.8K
|
224
$32.3K
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
215+ 16.2% |
$21K - $23.8K
|
1.54K
$222K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
207New |
$20.2K - $22.9K
|
207
$29.9K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
139+ 2.78% |
$13.6K - $15.4K
|
5.14K
$741K
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
120+ 0.45% |
$11.7K - $13.3K
|
26.9K
$3.88M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
88+ 2.64% |
$8.59K - $9.74K
|
3.43K
$494K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
75New |
$7.32K - $8.3K
|
75
$10.8K
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
71+ 1.29% |
$6.93K - $7.86K
|
5.6K
$807K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
70New |
$6.83K - $7.75K
|
70
$10.1K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42+ 0.4% |
$4.1K - $4.65K
|
10.6K
$1.53M
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
32+ 0.44% |
$3.12K - $3.54K
|
7.29K
$1.05M
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
30+ 0.74% |
$2.93K - $3.32K
|
4.06K
$586K
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
27+ 0.32% |
$2.64K - $2.99K
|
8.57K
$1.24M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
14+ 17.72% |
$1.37K - $1.55K
|
93
$13.4K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$195 - $221
|
2
$288
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-16- 11.27% |
$1.56K - $1.77K
|
126
$18.2K
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-44- 1.06% |
$4.3K - $4.87K
|
4.12K
$594K
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-49- 2.02% |
$4.78K - $5.43K
|
2.37K
$342K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-75Closed |
$7.32K - $8.3K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-76- 1.63% |
$7.42K - $8.42K
|
4.58K
$661K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-107- 0.5% |
$10.4K - $11.8K
|
21.3K
$3.07M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-146- 68.54% |
$14.3K - $16.2K
|
67
$9.66K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-313Closed |
$30.6K - $34.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-323Closed |
$31.5K - $35.8K
|
0
$0
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-460- 30.67% |
$44.9K - $50.9K
|
1.04K
$150K
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-850- 1.24% |
$83K - $94.1K
|
67.8K
$9.77M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1K- 1.14% |
$97.7K - $111K
|
86.9K
$12.5M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.73K- 23.21% |
$364K - $413K
|
12.3K
$1.78M
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.83K- 99.02% |
$374K - $424K
|
38
$5.48K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.47K- 2.58% |
$437K - $495K
|
169K
$24.4M
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-4.53KClosed |
$442K - $501K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.77K- 99.73% |
$856K - $971K
|
24
$3.46K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-9.46K- 65.5% |
$924K - $1.05M
|
4.98K
$719K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-14.2K- 13.88% |
$1.38M - $1.57M
|
88K
$12.7M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.3K- 16.47% |
$1.78M - $2.02M
|
92.6K
$13.3M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-28KClosed |
$2.73M - $3.1M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.5K- 34.85% |
$3.07M - $3.49M
|
58.9K
$8.49M
|