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 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
229+ 3.9% |
$18.1K - $19.6K
|
6.1K
$674K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
225+ 2.05% |
$17.8K - $19.2K
|
11.2K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
225+ 8.91% |
$17.8K - $19.2K
|
2.75K
$304K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
210+ 5.65% |
$16.6K - $17.9K
|
3.93K
$434K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
201+ 23.79% |
$15.9K - $17.2K
|
1.05K
$116K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
164+ 0.38% |
$13K - $14K
|
43.2K
$4.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
160New |
$12.7K - $13.7K
|
160
$17.7K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
149+ 1.95% |
$11.8K - $12.7K
|
7.8K
$862K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
135+ 4.12% |
$10.7K - $11.5K
|
3.41K
$377K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
124+ 1.61% |
$9.82K - $10.6K
|
7.81K
$863K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
122+ 36.42% |
$9.66K - $10.4K
|
457
$50.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
120+ 1.97% |
$9.5K - $10.3K
|
6.22K
$687K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
119+ 1.57% |
$9.42K - $10.2K
|
7.72K
$853K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
101New |
$8K - $8.63K
|
101
$11.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
100New |
$7.92K - $8.55K
|
100
$11K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
100+ 5.85% |
$7.92K - $8.55K
|
1.81K
$200K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
92+ 1.1% |
$7.28K - $7.86K
|
8.48K
$937K
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
82+ 0.73% |
$6.49K - $7.01K
|
11.3K
$1.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
78+ 2.45% |
$6.18K - $6.67K
|
3.27K
$361K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
68+ 0.65% |
$5.38K - $5.81K
|
10.5K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
48+ 2.05% |
$3.8K - $4.1K
|
2.39K
$264K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
44+ 0.47% |
$3.48K - $3.76K
|
9.4K
$1.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38+ 1.03% |
$3.01K - $3.25K
|
3.74K
$413K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
15+ 0.32% |
$1.19K - $1.28K
|
4.72K
$521K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 0.03% |
$792 - $855
|
30.4K
$3.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.2% |
$792 - $855
|
5.1K
$564K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
2+ 0.05% |
$158 - $171
|
3.72K
$410K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.31% |
$79.2 - $85.5
|
322
$35.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.27% |
$396 - $427
|
1.86K
$205K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$713 - $769
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10- 0.25% |
$792 - $855
|
3.93K
$434K
|
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-20- 8.2% |
$1.58K - $1.71K
|
224
$24.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-29- 0.25% |
$2.3K - $2.48K
|
11.7K
$1.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-36- 15.52% |
$2.85K - $3.08K
|
196
$21.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40Closed |
$3.17K - $3.42K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-41- 2.18% |
$3.25K - $3.5K
|
1.84K
$203K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-43- 0.37% |
$3.4K - $3.67K
|
11.6K
$1.28M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-50- 1.45% |
$3.96K - $4.27K
|
3.39K
$374K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53- 0.15% |
$4.2K - $4.53K
|
35.9K
$3.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-75- 1.74% |
$5.94K - $6.41K
|
4.24K
$468K
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-96- 1.47% |
$7.6K - $8.2K
|
6.43K
$710K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-123- 19.68% |
$9.74K - $10.5K
|
502
$55.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-125- 5.49% |
$9.9K - $10.7K
|
2.15K
$238K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-141- 2.2% |
$11.2K - $12K
|
6.27K
$692K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-144- 2.81% |
$11.4K - $12.3K
|
4.98K
$550K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-146- 1.7% |
$11.6K - $12.5K
|
8.42K
$930K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 7.14% |
$11.9K - $12.8K
|
1.95K
$215K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-151- 0.89% |
$12K - $12.9K
|
16.7K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-158- 3.72% |
$12.5K - $13.5K
|
4.09K
$452K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-174- 22.96% |
$13.8K - $14.9K
|
584
$64.5K
|