Purchases and Sales Made in Q3 2021 in Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-300- 5.64% |
$30.3K - $33.1K
|
5.02K
$740K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-300Closed |
$30.3K - $33.1K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-302- 52.16% |
$30.5K - $33.3K
|
277
$40.9K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-328- 10.1% |
$33.1K - $36.2K
|
2.92K
$431K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-333- 9.19% |
$33.6K - $36.7K
|
3.29K
$486K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-342- 1.52% |
$34.5K - $37.7K
|
22.2K
$3.28M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-343- 5.17% |
$34.6K - $37.8K
|
6.29K
$929K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-351- 5.09% |
$35.4K - $38.7K
|
6.55K
$966K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-360- 6.71% |
$36.3K - $39.7K
|
5K
$738K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-374- 8.15% |
$37.8K - $41.3K
|
4.21K
$622K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-379- 7.37% |
$38.3K - $41.8K
|
4.76K
$703K
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-400Closed |
$40.4K - $44.1K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-400Closed |
$40.4K - $44.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-425- 6.75% |
$42.9K - $46.9K
|
5.87K
$867K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-470Closed |
$47.5K - $51.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-478- 5.28% |
$48.3K - $52.7K
|
8.58K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-480- 75.0% |
$48.5K - $53K
|
160
$23.6K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-482Closed |
$48.7K - $53.2K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-498- 7.72% |
$50.3K - $54.9K
|
5.95K
$878K
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-510- 4.34% |
$51.5K - $56.3K
|
11.2K
$1.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-562- 6.49% |
$56.7K - $62K
|
8.1K
$1.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-581- 11.58% |
$58.7K - $64.1K
|
4.44K
$655K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-655- 21.95% |
$66.1K - $72.3K
|
2.33K
$344K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-667- 11.23% |
$67.3K - $73.6K
|
5.27K
$778K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-680- 2.06% |
$68.7K - $75K
|
32.4K
$4.78M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-690- 26.88% |
$69.7K - $76.1K
|
1.88K
$277K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-695- 3.58% |
$70.2K - $76.7K
|
18.7K
$2.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-703- 25.54% |
$71K - $77.6K
|
2.05K
$303K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-718- 9.35% |
$72.5K - $79.2K
|
6.96K
$1.03M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-751- 2.55% |
$75.8K - $82.9K
|
28.7K
$4.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-803- 16.72% |
$81.1K - $88.6K
|
4K
$590K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-820- 4.48% |
$82.8K - $90.5K
|
17.5K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-841- 46.39% |
$84.9K - $92.8K
|
972
$143K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-879- 24.6% |
$88.7K - $97K
|
2.69K
$398K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-910- 26.09% |
$91.9K - $100K
|
2.58K
$381K
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-920- 4.02% |
$92.9K - $102K
|
21.9K
$3.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-985Closed |
$99.4K - $109K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.15K- 22.33% |
$116K - $127K
|
4K
$590K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.18K- 6.19% |
$119K - $130K
|
17.9K
$2.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 88.42% |
$121K - $132K
|
157
$23.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.2K- 7.92% |
$121K - $132K
|
13.9K
$2.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.23K- 22.42% |
$124K - $135K
|
4.24K
$626K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.23K- 9.71% |
$124K - $136K
|
11.4K
$1.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 19.42% |
$127K - $138K
|
5.21K
$769K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.26K- 79.57% |
$127K - $139K
|
324
$47.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.44K- 4.58% |
$145K - $159K
|
30.1K
$4.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.51K- 78.12% |
$152K - $166K
|
422
$62.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.56K- 11.07% |
$157K - $172K
|
12.5K
$1.85M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.61K- 16.82% |
$162K - $177K
|
7.94K
$1.17M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.67K- 23.81% |
$169K - $184K
|
5.34K
$789K
|