Purchases and Sales Made in Q3 2021 in Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.06K+ 33.43% |
$163K - $176K
|
8.24K
$910K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.06K+ 1.22% |
$163K - $176K
|
170K
$18.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.04K+ 12.25% |
$161K - $174K
|
18.7K
$2.06M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2K+ 24.65% |
$158K - $171K
|
10.1K
$1.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.9K+ 41.51% |
$151K - $163K
|
6.49K
$717K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88K+ 5.11% |
$149K - $161K
|
38.6K
$4.27M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.85K+ 46.28% |
$146K - $158K
|
5.83K
$644K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.84K+ 5.83% |
$145K - $157K
|
33.4K
$3.68M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.82K+ 5.92% |
$144K - $155K
|
32.5K
$3.59M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
1.66K+ 2.81% |
$131K - $142K
|
60.7K
$6.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.52K+ 58.85% |
$120K - $130K
|
4.09K
$452K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.51K+ 11.13% |
$120K - $129K
|
15.1K
$1.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.38K+ 36.2% |
$109K - $118K
|
5.2K
$574K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.36KNew |
$108K - $116K
|
1.36K
$150K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.24K+ 805.19% |
$98.2K - $106K
|
1.39K
$154K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.22K+ 9.24% |
$96.3K - $104K
|
14.4K
$1.59M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
1.09K+ 0.77% |
$86.1K - $92.9K
|
142K
$15.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.01K+ 3.83% |
$79.8K - $86.1K
|
27.3K
$3.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1K+ 75.02% |
$79.2K - $85.5K
|
2.33K
$258K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
955+ 13.45% |
$75.6K - $81.6K
|
8.06K
$890K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
900New |
$71.3K - $76.9K
|
900
$99.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
860+ 0.88% |
$68.1K - $73.5K
|
98.8K
$10.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
850+ 34.34% |
$67.3K - $72.6K
|
3.33K
$367K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
777+ 2.41% |
$61.5K - $66.4K
|
33K
$3.65M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
770+ 6.43% |
$61K - $65.8K
|
12.7K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
694+ 18.82% |
$54.9K - $59.3K
|
4.38K
$484K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
648+ 4.93% |
$51.3K - $55.4K
|
13.8K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
626New |
$49.6K - $53.5K
|
626
$69.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
568New |
$45K - $48.5K
|
568
$62.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
554New |
$43.9K - $47.3K
|
554
$61.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
554+ 100.0% |
$43.9K - $47.3K
|
1.11K
$122K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
519+ 1.87% |
$41.1K - $44.3K
|
28.3K
$3.13M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
500New |
$39.6K - $42.7K
|
500
$55.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
469+ 9.91% |
$37.1K - $40.1K
|
5.2K
$574K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
450+ 9.28% |
$35.6K - $38.5K
|
5.3K
$585K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
440+ 1.76% |
$34.8K - $37.6K
|
25.5K
$2.82M
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
427+ 2.56% |
$33.8K - $36.5K
|
17.1K
$1.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
422New |
$33.4K - $36.1K
|
422
$46.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
392+ 8.46% |
$31K - $33.5K
|
5.03K
$555K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
364New |
$28.8K - $31.1K
|
364
$40.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
361+ 13.72% |
$28.6K - $30.8K
|
2.99K
$330K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
317+ 126.8% |
$25.1K - $27.1K
|
567
$62.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
312+ 19.21% |
$24.7K - $26.7K
|
1.94K
$214K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
312+ 5.58% |
$24.7K - $26.7K
|
5.9K
$652K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
300+ 12.28% |
$23.8K - $25.6K
|
2.74K
$303K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
294+ 1.3% |
$23.3K - $25.1K
|
22.9K
$2.53M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
280New |
$22.2K - $23.9K
|
280
$30.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
274+ 4.87% |
$21.7K - $23.4K
|
5.9K
$651K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
270+ 6.56% |
$21.4K - $23.1K
|
4.39K
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
234+ 31.2% |
$18.5K - $20K
|
984
$109K
|