Purchases and Sales Made in Q2 2021 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
374KNew |
$94M - $102M
|
374K
$24.1M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
239KNew |
$60.1M - $65.3M
|
239K
$15.4M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
171KNew |
$43M - $46.8M
|
171K
$11M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35K+ 2718.63% |
$8.81M - $9.58M
|
36.3K
$2.34M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
24.6K+ 27910.23% |
$6.18M - $6.72M
|
24.6K
$1.59M
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22.3K+ 27185.37% |
$5.61M - $6.1M
|
22.4K
$1.44M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 13.13% |
$3.08M - $3.35M
|
105K
$6.81M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.14K+ 329.86% |
$2.05M - $2.23M
|
10.6K
$685K
|
|
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.32KNew |
$1.84M - $2M
|
7.32K
$472K
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.09K+ 66.84% |
$1.53M - $1.67M
|
15.2K
$982K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.92K+ 2.76% |
$1.49M - $1.62M
|
220K
$14.2M
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.26KNew |
$819K - $891K
|
3.26K
$210K
|
|
Jul 15, 2021
Q2 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.31K+ 64.63% |
$581K - $632K
|
5.88K
$380K
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.08KNew |
$523K - $569K
|
2.08K
$134K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.08KNew |
$522K - $568K
|
2.08K
$134K
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
2KNew |
$503K - $547K
|
2K
$129K
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.88KNew |
$474K - $515K
|
1.88K
$122K
|
|
Aug 16, 2021
Q2 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.84K+ 8.23% |
$464K - $505K
|
24.3K
$1.57M
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.81KNew |
$456K - $496K
|
1.81K
$117K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.81K+ 10.08% |
$456K - $496K
|
19.8K
$1.28M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.69KNew |
$424K - $461K
|
1.69K
$109K
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1.68K+ 57.34% |
$423K - $460K
|
4.61K
$298K
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.62KNew |
$407K - $443K
|
1.62K
$105K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.46K+ 17.44% |
$368K - $400K
|
9.85K
$636K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.43KNew |
$360K - $392K
|
1.43K
$92.5K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37K+ 22.05% |
$345K - $376K
|
7.6K
$491K
|
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.27K+ 26.37% |
$320K - $349K
|
6.11K
$394K
|
|
Aug 13, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
1.18K+ 14687.5% |
$296K - $321K
|
1.18K
$76.4K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.15K+ 1.92% |
$289K - $314K
|
61K
$3.93M
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 12.14% |
$284K - $309K
|
10.4K
$673K
|
|
Jul 30, 2021
Q2 2021
|
Derbend Asset Management
|
BUY
|
- |
1.12KNew |
$283K - $308K
|
1.12K
$72.6K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.07K+ 23.96% |
$270K - $294K
|
5.55K
$358K
|
|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 92.83% |
$260K - $283K
|
2.15K
$139K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
986New |
$248K - $270K
|
986
$63.6K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
953+ 109.16% |
$240K - $261K
|
1.83K
$118K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
924New |
$232K - $253K
|
924
$59.6K
|
|
Jul 22, 2021
Q2 2021
|
Consolidated Capital Management, LLC
|
BUY
|
- |
919+ 2.17% |
$231K - $251K
|
43.3K
$2.8M
|
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
906+ 27.01% |
$228K - $248K
|
4.26K
$275K
|
|
Aug 17, 2021
Q2 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
894New |
$225K - $245K
|
894
$57.7K
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
870New |
$219K - $238K
|
870
$56.2K
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
868New |
$218K - $237K
|
868
$56K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
859+ 53.06% |
$216K - $235K
|
2.48K
$160K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
854New |
$215K - $234K
|
854
$55.1K
|
|
Aug 20, 2021
Q2 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
840New |
$211K - $230K
|
840
$54.2K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
839+ 46.51% |
$211K - $230K
|
2.64K
$171K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
808+ 80.72% |
$203K - $221K
|
1.81K
$117K
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
BUY
|
- |
779New |
$196K - $213K
|
779
$50.3K
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
777New |
$195K - $213K
|
777
$50.2K
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
775New |
$195K - $212K
|
775
$50K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
767New |
$193K - $210K
|
767
$49.5K
|