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 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.63KNew |
$175K - $246K
|
8.63K
$416K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
BUY
|
- |
8.59K+ 79.7% |
$174K - $245K
|
19.4K
$933K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.06KNew |
$164K - $229K
|
8.06K
$388K
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.03KNew |
$163K - $229K
|
8.03K
$387K
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.87KNew |
$160K - $224K
|
7.87K
$379K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.75KNew |
$157K - $221K
|
7.75K
$374K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
7.48KNew |
$152K - $213K
|
7.48K
$360K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.67KNew |
$115K - $161K
|
5.67K
$273K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.62KNew |
$114K - $160K
|
5.62K
$271K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5K+ 70.58% |
$101K - $142K
|
12.1K
$583K
|
|
Apr 19, 2021
Q1 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.71K+ 28.43% |
$95.5K - $134K
|
21.3K
$1.02M
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
4.37KNew |
$88.7K - $124K
|
4.37K
$211K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.29K+ 10.49% |
$87K - $122K
|
45.2K
$2.18M
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.82KNew |
$77.5K - $109K
|
3.82K
$184K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.78K+ 115.03% |
$76.7K - $108K
|
7.07K
$341K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.68K+ 2124.86% |
$74.6K - $105K
|
3.85K
$185K
|
|
Apr 09, 2021
Q1 2021
|
First Citizens Financial Corp
|
BUY
|
- |
3.08K+ 10.62% |
$62.4K - $87.6K
|
32K
$1.54M
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.09K+ 24.46% |
$42.5K - $59.6K
|
10.7K
$513K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.08KNew |
$42.1K - $59.1K
|
2.08K
$100K
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$39.6K - $55.5K
|
1.95K
$94K
|
|
May 12, 2021
Q1 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.88KNew |
$38.1K - $53.4K
|
1.88K
$90.5K
|
|
May 18, 2021
Q1 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.83K+ 5.2% |
$37.1K - $52K
|
37K
$1.78M
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
BUY
|
- |
1.67K+ 15.22% |
$33.8K - $47.4K
|
12.6K
$607K
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.6KNew |
$32.5K - $45.6K
|
1.6K
$77.1K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45KNew |
$29.4K - $41.3K
|
1.45K
$69.8K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
1.42KNew |
$28.8K - $40.4K
|
1.42K
$68.3K
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.25KNew |
$25.4K - $35.6K
|
1.25K
$60.3K
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.1KNew |
$22.4K - $31.4K
|
1.1K
$53.1K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.07KNew |
$21.7K - $30.4K
|
1.07K
$51.5K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
710+ 394.44% |
$14.4K - $20.2K
|
890
$42.9K
|
|
May 11, 2021
Q1 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
680+ 2.16% |
$13.8K - $19.4K
|
32.2K
$1.55M
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
455New |
$9.23K - $13K
|
455
$21.9K
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
455+ 0.45% |
$9.23K - $13K
|
101K
$4.86M
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
BUY
|
- |
400+ 80.0% |
$8.12K - $11.4K
|
900
$43.4K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
336New |
$6.82K - $9.57K
|
336
$16.2K
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
268+ 0.61% |
$5.44K - $7.63K
|
43.9K
$2.12M
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
215New |
$4.36K - $6.12K
|
215
$10.4K
|
|
May 12, 2021
Q1 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
210+ 0.72% |
$4.26K - $5.98K
|
29.2K
$1.41M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
201+ 4.1% |
$4.08K - $5.72K
|
5.11K
$246K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
193New |
$3.92K - $5.49K
|
193
$9.3K
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
189New |
$3.83K - $5.38K
|
189
$9.11K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
174New |
$3.53K - $4.95K
|
174
$8.39K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
173New |
$3.51K - $4.93K
|
173
$8.34K
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
135New |
$2.74K - $3.84K
|
135
$6.51K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$2.03K - $2.85K
|
100
$4.82K
|
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
76+ 0.44% |
$1.54K - $2.16K
|
17.3K
$832K
|
|
Apr 21, 2021
Q1 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
75+ 0.57% |
$1.52K - $2.14K
|
13.1K
$633K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20+ 1.75% |
$406 - $569
|
1.16K
$55.9K
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 36.0% |
$365 - $512
|
68
$3.28K
|
|
Apr 14, 2021
Q1 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.55% |
$20.3 - $28.5
|
184
$8.87K
|