Purchases and Sales Made in Q3 2021 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) 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 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
130+ 61.61% |
$6.98K - $8.03K
|
341
$17.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
92+ 0.12% |
$4.94K - $5.68K
|
76.1K
$3.81M
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
65+ 0.81% |
$3.49K - $4.01K
|
8.07K
$403K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
53+ 0.89% |
$2.85K - $3.27K
|
5.99K
$300K
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
44+ 0.73% |
$2.36K - $2.72K
|
6.09K
$304K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
43New |
$2.31K - $2.66K
|
43
$2.15K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
41+ 0.61% |
$2.2K - $2.53K
|
6.81K
$340K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
18+ 1.13% |
$967 - $1.11K
|
1.61K
$80.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14+ 0.25% |
$752 - $865
|
5.71K
$286K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9+ 0.22% |
$484 - $556
|
4.04K
$202K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 0.4% |
$161 - $185
|
757
$37.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.04% |
$107 - $124
|
4.8K
$240K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$53.7 - $61.8
|
3.08K
$154K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.22% |
$53.7 - $61.8
|
462
$23.1K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.06% |
$53.7 - $61.8
|
1.8K
$89.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11- 0.17% |
$591 - $679
|
6.4K
$320K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-39- 1.32% |
$2.1K - $2.41K
|
2.93K
$146K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-40- 0.76% |
$2.15K - $2.47K
|
5.19K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50Closed |
$2.69K - $3.09K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-53- 0.88% |
$2.85K - $3.27K
|
5.94K
$297K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 1.12% |
$4.03K - $4.63K
|
6.6K
$330K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-86- 0.25% |
$4.62K - $5.31K
|
33.7K
$1.69M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-150Closed |
$8.06K - $9.26K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-181- 2.87% |
$9.73K - $11.2K
|
6.13K
$307K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-185- 0.56% |
$9.94K - $11.4K
|
32.9K
$1.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-195- 3.02% |
$10.5K - $12K
|
6.25K
$313K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-240- 3.59% |
$12.9K - $14.8K
|
6.44K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-300- 12.05% |
$16.1K - $18.5K
|
2.19K
$110K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-351- 4.83% |
$18.9K - $21.7K
|
6.91K
$346K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-400Closed |
$21.5K - $24.7K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-400Closed |
$21.5K - $24.7K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-445- 2.12% |
$23.9K - $27.5K
|
20.5K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-528- 0.62% |
$28.4K - $32.6K
|
84.4K
$4.22M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-600- 1.49% |
$32.2K - $37.1K
|
39.8K
$1.99M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-623- 3.17% |
$33.5K - $38.5K
|
19K
$951K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-744- 1.1% |
$40K - $45.9K
|
67.2K
$3.36M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-777- 43.17% |
$41.7K - $48K
|
1.02K
$51.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-800Closed |
$43K - $49.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.05K- 16.36% |
$56.4K - $64.8K
|
5.37K
$269K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2KClosed |
$64.5K - $74.1K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.27K- 0.93% |
$68.1K - $78.3K
|
135K
$6.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.27K- 21.46% |
$68.3K - $78.5K
|
4.66K
$233K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.59K- 1.0% |
$85.3K - $98.1K
|
157K
$7.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2K- 77.5% |
$107K - $123K
|
580
$29K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.09K- 16.89% |
$112K - $129K
|
10.3K
$515K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.19K- 33.06% |
$118K - $135K
|
4.43K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.91K- 12.77% |
$156K - $180K
|
19.9K
$993K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.05KClosed |
$164K - $188K
|
0
$0
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-6.13K- 59.95% |
$329K - $378K
|
4.09K
$205K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6.35KClosed |
$341K - $392K
|
0
$0
|