Purchases and Sales Made in Q2 2021 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
BUY
|
- |
56KNew |
$1.41M - $1.68M
|
56K
$2.7M
|
|
Aug 09, 2021
Q2 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
55.2KNew |
$1.39M - $1.66M
|
55.2K
$2.66M
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
54.8K+ 22.77% |
$1.38M - $1.65M
|
296K
$14.2M
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
52.4KNew |
$1.32M - $1.57M
|
52.4K
$2.52M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51KNew |
$1.28M - $1.53M
|
51K
$2.46M
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
48.3K+ 34.05% |
$1.22M - $1.45M
|
190K
$9.16M
|
|
Aug 09, 2021
Q2 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
45.6K+ 196.02% |
$1.15M - $1.37M
|
68.9K
$3.32M
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.4KNew |
$1.14M - $1.36M
|
45.4K
$2.19M
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
44KNew |
$1.11M - $1.32M
|
44K
$2.12M
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
40.4KNew |
$1.02M - $1.21M
|
40.4K
$1.95M
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
38.1K+ 27.74% |
$959K - $1.14M
|
175K
$8.45M
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
36.8KNew |
$927K - $1.1M
|
36.8K
$1.77M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.6K+ 454.32% |
$923K - $1.1M
|
44.7K
$2.15M
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
36.2KNew |
$913K - $1.09M
|
36.2K
$1.75M
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
35.1K+ 32.68% |
$884K - $1.05M
|
142K
$6.87M
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
33.3KNew |
$840K - $1M
|
33.3K
$1.61M
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
32K+ 6.53% |
$806K - $960K
|
522K
$25.2M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
30.4K+ 105.28% |
$766K - $912K
|
59.3K
$2.86M
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
29.4K+ 27.58% |
$741K - $882K
|
136K
$6.55M
|
|
Aug 05, 2021
Q2 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
28.5K+ 27.47% |
$718K - $854K
|
132K
$6.37M
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
28.4K+ 17.71% |
$717K - $853K
|
189K
$9.11M
|
|
Jul 26, 2021
Q2 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
28.2K+ 23.04% |
$711K - $847K
|
151K
$7.26M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 15.21% |
$685K - $815K
|
206K
$9.92M
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.9K+ 90.81% |
$678K - $807K
|
56.5K
$2.72M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.1K+ 19.81% |
$658K - $784K
|
158K
$7.61M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.6KNew |
$619K - $737K
|
24.6K
$1.18M
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
23.6K+ 121.66% |
$595K - $709K
|
43K
$2.07M
|
|
Aug 16, 2021
Q2 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
21.5K+ 23.47% |
$541K - $644K
|
113K
$5.44M
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20.9K+ 471.06% |
$526K - $626K
|
25.3K
$1.22M
|
|
Jul 19, 2021
Q2 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
20.2K+ 27.22% |
$508K - $605K
|
94.3K
$4.54M
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
19.9KNew |
$502K - $598K
|
19.9K
$961K
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 90.07% |
$475K - $566K
|
39.8K
$1.92M
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
18.6K+ 54.14% |
$470K - $559K
|
53.1K
$2.56M
|
|
Aug 06, 2021
Q2 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
18.5KNew |
$466K - $555K
|
18.5K
$892K
|
|
Jul 16, 2021
Q2 2021
|
Lantz Financial LLC
|
BUY
|
- |
17.8KNew |
$450K - $535K
|
17.8K
$860K
|
|
Aug 03, 2021
Q2 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
17.2KNew |
$434K - $517K
|
17.2K
$830K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
16.6K+ 15.15% |
$418K - $497K
|
126K
$6.07M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16K+ 58.0% |
$402K - $479K
|
43.5K
$2.09M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15.3K+ 16.07% |
$387K - $460K
|
111K
$5.34M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.1KNew |
$380K - $452K
|
15.1K
$727K
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
14.6K+ 9.45% |
$369K - $439K
|
169K
$8.16M
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
13.3K+ 8.69% |
$335K - $398K
|
166K
$8M
|
|
Jul 29, 2021
Q2 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13.2KNew |
$334K - $397K
|
13.2K
$638K
|
|
Aug 11, 2021
Q2 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
13.2K+ 11.68% |
$331K - $395K
|
126K
$6.06M
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
12.6K+ 6.91% |
$317K - $377K
|
194K
$9.37M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.5K+ 518.1% |
$315K - $374K
|
14.9K
$718K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
12.4KNew |
$311K - $371K
|
12.4K
$596K
|
|
Aug 06, 2021
Q2 2021
|
Imc Chicago, LLC
|
BUY
|
- |
12.3KNew |
$311K - $370K
|
12.3K
$595K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 99.07% |
$302K - $359K
|
24.1K
$1.16M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
11.9KNew |
$300K - $357K
|
11.9K
$574K
|