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 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.33% |
$20.3 - $28.5
|
308
$14.8K
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-1- 0.03% |
$20.3 - $28.5
|
3.03K
$146K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-78- 76.47% |
$1.58K - $2.22K
|
24
$1.16K
|
|
May 12, 2021
Q1 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-110- 1.76% |
$2.23K - $3.13K
|
6.12K
$295K
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
SELL
|
- |
-125- 15.96% |
$2.54K - $3.56K
|
658
$31.7K
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-178Closed |
$3.61K - $5.07K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-200- 2.0% |
$4.06K - $5.69K
|
9.8K
$472K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-200Closed |
$4.06K - $5.69K
|
0
$0
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-202- 17.53% |
$4.1K - $5.75K
|
950
$45.8K
|
|
May 06, 2021
Q1 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-278- 0.1% |
$5.64K - $7.91K
|
279K
$13.5M
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-306- 50.0% |
$6.21K - $8.71K
|
306
$14.7K
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-360- 17.87% |
$7.3K - $10.2K
|
1.66K
$79.8K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-375Closed |
$7.61K - $10.7K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-400- 30.53% |
$8.12K - $11.4K
|
910
$43.9K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-406- 6.1% |
$8.24K - $11.6K
|
6.25K
$301K
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-442- 61.22% |
$8.97K - $12.6K
|
280
$13.5K
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-465- 1.41% |
$9.43K - $13.2K
|
32.5K
$1.57M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-597- 0.45% |
$12.1K - $17K
|
132K
$6.35M
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-697Closed |
$14.1K - $19.8K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-750- 62.5% |
$15.2K - $21.4K
|
450
$21.7K
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-800- 24.02% |
$16.2K - $22.8K
|
2.53K
$122K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-805- 2.76% |
$16.3K - $22.9K
|
28.3K
$1.36M
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
SELL
|
- |
-825- 41.88% |
$16.7K - $23.5K
|
1.15K
$55.2K
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-836Closed |
$17K - $23.8K
|
0
$0
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-850Closed |
$17.2K - $24.2K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-960Closed |
$19.5K - $27.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-999- 31.89% |
$20.3K - $28.4K
|
2.13K
$103K
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$20.3K - $28.5K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.05K- 43.71% |
$21.4K - $30K
|
1.36K
$65.3K
|
|
May 12, 2021
Q1 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.5KClosed |
$30.4K - $42.7K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.52KClosed |
$30.9K - $43.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.65K- 6.69% |
$33.4K - $46.9K
|
23K
$1.11M
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.65K- 0.64% |
$33.5K - $46.9K
|
256K
$12.3M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.86K- 31.28% |
$37.8K - $53.1K
|
4.1K
$197K
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.91K- 2.01% |
$38.7K - $54.3K
|
92.8K
$4.47M
|
|
May 06, 2021
Q1 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.94K- 12.73% |
$39.3K - $55.1K
|
13.3K
$640K
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-2KClosed |
$40.6K - $56.9K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$54.8K - $76.9K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.99K- 16.96% |
$60.7K - $85.2K
|
14.7K
$706K
|
|
May 12, 2021
Q1 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-3.19K- 20.17% |
$64.7K - $90.7K
|
12.6K
$608K
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
SELL
|
- |
-3.95K- 17.83% |
$80.2K - $113K
|
18.2K
$878K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-4.05KClosed |
$82.1K - $115K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.14K- 19.23% |
$84K - $118K
|
17.4K
$837K
|
|
Apr 22, 2021
Q1 2021
|
Rockland Trust CO
|
SELL
|
- |
-5.64K- 3.09% |
$115K - $161K
|
177K
$8.52M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.69K- 9.71% |
$115K - $162K
|
52.9K
$2.55M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.71K- 16.13% |
$177K - $248K
|
45.3K
$2.18M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.78K- 14.02% |
$178K - $250K
|
53.8K
$2.59M
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
$217K - $305K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.7KClosed |
$237K - $333K
|
0
$0
|