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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-192- 5.45% |
$15.2K - $16.4K
|
3.33K
$368K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-210- 2.49% |
$16.6K - $17.9K
|
8.21K
$907K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-219- 6.01% |
$17.3K - $18.7K
|
3.43K
$378K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-237- 0.82% |
$18.8K - $20.3K
|
28.6K
$3.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-256- 4.92% |
$20.3K - $21.9K
|
4.94K
$546K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-260- 5.39% |
$20.6K - $22.2K
|
4.56K
$504K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-299- 14.74% |
$23.7K - $25.5K
|
1.73K
$191K
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-304Closed |
$24.1K - $26K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-312- 0.87% |
$24.7K - $26.7K
|
35.4K
$3.91M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-317- 55.91% |
$25.1K - $27.1K
|
250
$27.6K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-335- 1.86% |
$26.5K - $28.6K
|
17.7K
$1.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-341- 3.3% |
$27K - $29.1K
|
10K
$1.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-361- 0.22% |
$28.6K - $30.8K
|
167K
$18.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-376- 1.08% |
$29.8K - $32.1K
|
34.4K
$3.8M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-392- 13.46% |
$31K - $33.5K
|
2.52K
$278K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-429- 38.1% |
$34K - $36.7K
|
697
$77K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-450- 5.56% |
$35.6K - $38.5K
|
7.64K
$844K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-455- 15.01% |
$36K - $38.9K
|
2.58K
$285K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-521- 3.8% |
$41.2K - $44.5K
|
13.2K
$1.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-552Closed |
$43.7K - $47.2K
|
0
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-585- 6.65% |
$46.3K - $50K
|
8.22K
$908K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-596- 2.7% |
$47.2K - $50.9K
|
21.5K
$2.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-600Closed |
$47.5K - $51.3K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-670- 4.02% |
$53K - $57.3K
|
16K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-750- 6.38% |
$59.4K - $64.1K
|
11K
$1.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-763- 13.05% |
$60.4K - $65.2K
|
5.08K
$561K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-905- 24.44% |
$71.6K - $77.3K
|
2.8K
$309K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-980- 2.07% |
$77.6K - $83.7K
|
46.3K
$5.12M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-992- 9.19% |
$78.5K - $84.8K
|
9.81K
$1.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.16K- 18.78% |
$91.7K - $99K
|
5.01K
$553K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.28K- 9.54% |
$102K - $110K
|
12.2K
$1.34M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.32K- 6.18% |
$105K - $113K
|
20.1K
$2.22M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.5KClosed |
$119K - $128K
|
0
$0
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-1.52K- 37.05% |
$120K - $130K
|
2.58K
$285K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.03K- 8.23% |
$161K - $173K
|
22.6K
$2.5M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.06K- 24.95% |
$163K - $176K
|
6.18K
$683K
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.06K- 13.79% |
$163K - $176K
|
12.9K
$1.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.58K- 35.94% |
$204K - $220K
|
4.6K
$508K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.72K- 4.55% |
$215K - $232K
|
56.9K
$6.29M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.11K- 50.0% |
$246K - $266K
|
3.11K
$343K
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.28K- 27.45% |
$260K - $280K
|
8.67K
$958K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.67K- 53.61% |
$290K - $313K
|
3.17K
$350K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.83K- 4.0% |
$383K - $413K
|
116K
$12.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.88K- 50.0% |
$386K - $417K
|
4.88K
$539K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.38K- 12.96% |
$426K - $460K
|
36.1K
$3.99M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.44K- 47.91% |
$431K - $465K
|
5.92K
$654K
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-6.02K- 47.19% |
$477K - $515K
|
6.74K
$744K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.44K- 33.47% |
$510K - $550K
|
12.8K
$1.41M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$815K - $879K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-10.8K- 15.66% |
$853K - $920K
|
58K
$6.41M
|