Purchases and Sales Made in Q1 2021 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q1 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 |
---|---|---|---|---|---|---|---|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1M+ 4805.01% |
$388M - $545M
|
19.5M
$923M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.34M+ 1548.35% |
$67.7M - $95M
|
3.55M
$168M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.19MNew |
$44.4M - $62.2M
|
2.19M
$103M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.97M+ 1919.78% |
$40M - $56.1M
|
2.07M
$97.9M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43M+ 3093.35% |
$29.1M - $40.8M
|
1.48M
$69.9M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
873K+ 1245.19% |
$17.7M - $24.8M
|
943K
$44.5M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
643K+ 30.11% |
$13.1M - $18.3M
|
2.78M
$131M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
639KNew |
$13M - $18.2M
|
639K
$30.2M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
490KNew |
$9.95M - $14M
|
490K
$23.2M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
455K+ 2223.68% |
$9.24M - $13M
|
476K
$22.5M
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
447KNew |
$9.08M - $12.7M
|
447K
$21.1M
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
BUY
|
- |
403KNew |
$8.17M - $11.5M
|
403K
$19M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
373K+ 270.47% |
$7.57M - $10.6M
|
511K
$24.1M
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
324KNew |
$6.57M - $9.22M
|
324K
$15.3M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
316K+ 49.85% |
$6.41M - $8.99M
|
950K
$44.9M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
270KNew |
$5.49M - $7.7M
|
270K
$12.8M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
220KNew |
$4.47M - $6.27M
|
220K
$10.4M
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
203K+ 532.64% |
$4.11M - $5.77M
|
241K
$11.4M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 505.13% |
$3.74M - $5.25M
|
221K
$10.4M
|
|
May 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
182KNew |
$3.69M - $5.18M
|
182K
$8.59M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
177K+ 81.52% |
$3.59M - $5.04M
|
394K
$18.6M
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
161KNew |
$3.26M - $4.57M
|
161K
$7.59M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
158K+ 154.44% |
$3.2M - $4.49M
|
260K
$12.3M
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
142KNew |
$2.88M - $4.04M
|
142K
$6.7M
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
137KNew |
$2.79M - $3.91M
|
137K
$6.48M
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
133K+ 693.53% |
$2.71M - $3.8M
|
153K
$7.22M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
133KNew |
$2.7M - $3.79M
|
133K
$6.29M
|
|
Apr 19, 2021
Q1 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
122KNew |
$2.49M - $3.49M
|
122K
$5.79M
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
117KNew |
$2.38M - $3.34M
|
117K
$5.55M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
109KNew |
$2.22M - $3.12M
|
109K
$5.17M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
109KNew |
$2.2M - $3.09M
|
109K
$5.13M
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
107KNew |
$2.18M - $3.06M
|
107K
$5.07M
|
|
Apr 28, 2021
Q1 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
107KNew |
$2.16M - $3.03M
|
107K
$5.03M
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
106KNew |
$2.14M - $3M
|
106K
$4.98M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
104K+ 1331.62% |
$2.11M - $2.97M
|
112K
$5.29M
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
104KNew |
$2.1M - $2.95M
|
104K
$4.9M
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
97.5KNew |
$1.98M - $2.77M
|
97.5K
$4.6M
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
95.4KNew |
$1.94M - $2.72M
|
95.4K
$4.51M
|
|
Apr 15, 2021
Q1 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
91.5KNew |
$1.86M - $2.6M
|
91.5K
$4.32M
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
88.2KNew |
$1.79M - $2.51M
|
88.2K
$4.17M
|
|
Jun 23, 2021
Q1 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
74.1KNew |
$1.5M - $2.11M
|
74.1K
$3.5M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
67.9KNew |
$1.38M - $1.93M
|
67.9K
$3.21M
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
62.7KNew |
$1.27M - $1.78M
|
62.7K
$2.96M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
60.9K+ 7.94% |
$1.24M - $1.73M
|
827K
$39.1M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
60.6K+ 160.93% |
$1.23M - $1.73M
|
98.2K
$4.64M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58.3KNew |
$1.18M - $1.66M
|
58.3K
$2.75M
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
52.8K+ 459.37% |
$1.07M - $1.5M
|
64.3K
$3.04M
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
51.5KNew |
$1.05M - $1.47M
|
51.5K
$2.43M
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
51.3KNew |
$1.04M - $1.46M
|
51.3K
$2.42M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.6K+ 313.49% |
$946K - $1.33M
|
61.5K
$2.9M
|