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 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
135New |
$3.4K - $4.05K
|
135
$6.51K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
63+ 0.1% |
$1.59K - $1.89K
|
64.2K
$3.1M
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
57+ 1.1% |
$1.44K - $1.71K
|
5.25K
$253K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
31New |
$781 - $930
|
31
$1.49K
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
17New |
$428 - $510
|
17
$819
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 4.58% |
$353 - $420
|
320
$15.4K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
11New |
$277 - $330
|
11
$530
|
|
Aug 10, 2021
Q2 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8+ 0.06% |
$202 - $240
|
12.6K
$608K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 1.11% |
$176 - $210
|
639
$30.8K
|
|
Aug 03, 2021
Q2 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
5+ 0.02% |
$126 - $150
|
32.2K
$1.55M
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5+ 0.4% |
$126 - $150
|
1.26K
$60.5K
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.65% |
$50.4 - $60
|
310
$14.9K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$25.2 - $30
|
3.03K
$146K
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.54% |
$25.2 - $30
|
185
$8.92K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$25.2 - $30
|
209
$10.1K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-20- 1.72% |
$504 - $600
|
1.14K
$54.9K
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
SELL
|
- |
-40- 0.32% |
$1.01K - $1.2K
|
12.6K
$605K
|
|
Aug 03, 2021
Q2 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-50- 5.49% |
$1.26K - $1.5K
|
860
$41.4K
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-65Closed |
$1.64K - $1.95K
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-153- 21.98% |
$3.86K - $4.59K
|
543
$26.2K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-166- 2.96% |
$4.18K - $4.98K
|
5.45K
$263K
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-174Closed |
$4.38K - $5.22K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-175Closed |
$4.41K - $5.25K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-189Closed |
$4.76K - $5.67K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 18.15% |
$5.04K - $6K
|
902
$43.5K
|
|
Aug 16, 2021
Q2 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-265- 16.01% |
$6.68K - $7.95K
|
1.39K
$67K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-273- 4.37% |
$6.88K - $8.19K
|
5.97K
$288K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-371Closed |
$9.35K - $11.1K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-400- 68.97% |
$10.1K - $12K
|
180
$8.67K
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-690- 8.59% |
$17.4K - $20.7K
|
7.34K
$354K
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-725- 8.33% |
$18.3K - $21.8K
|
7.98K
$385K
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-761- 5.36% |
$19.2K - $22.8K
|
13.4K
$647K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-786Closed |
$19.8K - $23.6K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-800- 88.89% |
$20.2K - $24K
|
100
$4.82K
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-850- 6.28% |
$21.4K - $25.5K
|
12.7K
$611K
|
|
Aug 04, 2021
Q2 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-931- 3.18% |
$23.5K - $27.9K
|
28.3K
$1.36M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.07KClosed |
$26.9K - $32.1K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.2K- 0.47% |
$30.2K - $35.9K
|
255K
$12.3M
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.21K- 3.68% |
$30.4K - $36.2K
|
31.6K
$1.52M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.48K- 36.21% |
$37.4K - $44.5K
|
2.61K
$126K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-1.88KClosed |
$47.3K - $56.3K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.9K- 14.33% |
$48K - $57.1K
|
11.4K
$548K
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.7K- 6.65% |
$68K - $81K
|
37.9K
$1.83M
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.8K- 8.6% |
$70.6K - $84K
|
29.7K
$1.43M
|
|
Aug 09, 2021
Q2 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.06K- 49.98% |
$77.1K - $91.8K
|
3.06K
$148K
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.18K- 17.54% |
$105K - $125K
|
19.7K
$947K
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.37KClosed |
$110K - $131K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-5.46K- 25.85% |
$138K - $164K
|
15.7K
$754K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.38K- 6.88% |
$161K - $191K
|
86.4K
$4.16M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.97K- 30.09% |
$176K - $209K
|
16.2K
$780K
|