Purchases and Sales Made in Q3 2021 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) 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 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55KNew |
$10.1M - $10.9M
|
55K
$3.68M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.5KNew |
$8.69M - $9.42M
|
47.5K
$3.18M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9K+ 153.79% |
$1.65M - $1.79M
|
14.8K
$994K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.93KNew |
$902K - $978K
|
4.93K
$330K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.64KNew |
$849K - $920K
|
4.64K
$310K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.51KNew |
$643K - $697K
|
3.51K
$235K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.04KNew |
$556K - $603K
|
3.04K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.98KNew |
$362K - $393K
|
1.98K
$132K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.7KNew |
$312K - $338K
|
1.7K
$114K
|
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$301K - $327K
|
1.65K
$110K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.55KNew |
$284K - $307K
|
1.55K
$104K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.41KNew |
$258K - $280K
|
1.41K
$94.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.4K+ 3.47% |
$256K - $277K
|
41.6K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.12KNew |
$205K - $223K
|
1.12K
$75.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1KNew |
$201K - $218K
|
1.1K
$73.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 19.52% |
$191K - $207K
|
6.38K
$427K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
942+ 1.56% |
$173K - $187K
|
61.3K
$4.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
912+ 3.13% |
$167K - $181K
|
30.1K
$2.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
813+ 3.4% |
$149K - $161K
|
24.7K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
768+ 4.85% |
$141K - $152K
|
16.6K
$1.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
711+ 17.6% |
$130K - $141K
|
4.75K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
685New |
$125K - $136K
|
685
$45.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
543New |
$99.5K - $108K
|
543
$36.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
465+ 6.39% |
$85.2K - $92.3K
|
7.75K
$519K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
462+ 34.61% |
$84.6K - $91.7K
|
1.8K
$120K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
300+ 65.65% |
$54.9K - $59.5K
|
757
$50.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
293+ 4.82% |
$53.7K - $58.2K
|
6.38K
$427K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
250+ 100.81% |
$45.8K - $49.6K
|
498
$33.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
222+ 16.06% |
$40.7K - $44.1K
|
1.6K
$107K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
189+ 52.5% |
$34.6K - $37.5K
|
549
$36.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
100New |
$18.3K - $19.8K
|
100
$6.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
62+ 4.12% |
$11.4K - $12.3K
|
1.57K
$105K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
52+ 0.58% |
$9.52K - $10.3K
|
8.96K
$600K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
35New |
$6.41K - $6.95K
|
35
$2.34K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33+ 1.98% |
$6.04K - $6.55K
|
1.7K
$114K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16+ 1.34% |
$2.93K - $3.18K
|
1.21K
$81.1K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$183 - $198
|
2.44K
$163K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.67% |
$549 - $595
|
443
$29.7K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5- 1.01% |
$916 - $992
|
490
$32.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.72% |
$916 - $992
|
690
$46.2K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-30- 2.49% |
$5.49K - $5.95K
|
1.18K
$78.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32- 1.12% |
$5.86K - $6.35K
|
2.82K
$189K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-33- 6.51% |
$6.04K - $6.55K
|
474
$31.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36Closed |
$6.59K - $7.14K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-40- 0.66% |
$7.33K - $7.94K
|
6K
$402K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-52- 0.34% |
$9.52K - $10.3K
|
15.3K
$1.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62- 2.81% |
$11.4K - $12.3K
|
2.14K
$143K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-72- 5.26% |
$13.2K - $14.3K
|
1.3K
$86.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-79- 2.77% |
$14.5K - $15.7K
|
2.77K
$185K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-100- 0.27% |
$18.3K - $19.8K
|
37.5K
$2.51M
|