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 |
---|---|---|---|---|---|---|---|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
82+ 8.82% |
$20.6K - $22.4K
|
1.01K
$61.4K
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
69+ 3.64% |
$17.4K - $18.9K
|
1.97K
$119K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
68New |
$17.1K - $18.6K
|
68
$4.13K
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
66New |
$16.6K - $18.1K
|
66
$4.01K
|
|
Jul 22, 2021
Q2 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
57+ 4.74% |
$14.3K - $15.6K
|
1.26K
$76.4K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
53+ 6.86% |
$13.3K - $14.5K
|
826
$50.1K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 1.41% |
$12.6K - $13.7K
|
3.6K
$219K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
48+ 1.29% |
$12.1K - $13.1K
|
3.76K
$228K
|
|
Jul 29, 2021
Q2 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
37+ 0.45% |
$9.31K - $10.1K
|
8.28K
$503K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
37+ 25.69% |
$9.31K - $10.1K
|
181
$11K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
35+ 1.63% |
$8.8K - $9.58K
|
2.19K
$133K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31+ 134.78% |
$7.8K - $8.48K
|
54
$3.28K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$7.55K - $8.21K
|
30
$1.82K
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
30+ 1.9% |
$7.55K - $8.21K
|
1.61K
$97.7K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
23New |
$5.79K - $6.29K
|
23
$1.4K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19+ 2.85% |
$4.78K - $5.2K
|
686
$41.6K
|
|
Jul 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17New |
$4.28K - $4.65K
|
17
$1.03K
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15+ 0.25% |
$3.77K - $4.1K
|
5.95K
$361K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 0.66% |
$3.27K - $3.56K
|
1.99K
$121K
|
|
Jul 28, 2021
Q2 2021
|
Sp Asset Management
|
BUY
|
- |
11+ 0.05% |
$2.77K - $3.01K
|
22K
$1.33M
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
8New |
$2.01K - $2.19K
|
8
$486
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.45% |
$1.76K - $1.92K
|
1.57K
$95.3K
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6+ 0.3% |
$1.51K - $1.64K
|
2K
$122K
|
|
Aug 13, 2021
Q2 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
5+ 0.43% |
$1.26K - $1.37K
|
1.18K
$71.5K
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.47% |
$1.01K - $1.09K
|
853
$51.8K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.08% |
$503 - $547
|
2.51K
$152K
|
|
Aug 16, 2021
Q2 2021
|
X Square Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$503 - $547
|
873
$53K
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.24% |
$503 - $547
|
823
$50K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.1% |
$503 - $547
|
2.05K
$125K
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.0% |
$252 - $274
|
51
$3.1K
|
|
Aug 13, 2021
Q2 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.02% |
$252 - $274
|
4.84K
$294K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.12% |
$252 - $274
|
823
$50K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1New |
$252 - $274
|
1
$60.7
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1- 1.43% |
$252 - $274
|
69
$4.19K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.17% |
$1.51K - $1.64K
|
3.46K
$210K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-7- 0.2% |
$1.76K - $1.92K
|
3.5K
$213K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8- 0.13% |
$2.01K - $2.19K
|
6.13K
$372K
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11Closed |
$2.77K - $3.01K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14Closed |
$3.52K - $3.83K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-14- 0.23% |
$3.52K - $3.83K
|
6.15K
$373K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-15- 0.59% |
$3.77K - $4.1K
|
2.54K
$154K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-15- 1.61% |
$3.77K - $4.1K
|
914
$55.5K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 1.25% |
$4.02K - $4.38K
|
1.26K
$76.5K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 0.75% |
$4.53K - $4.92K
|
2.38K
$145K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-20- 0.87% |
$5.03K - $5.47K
|
2.27K
$138K
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20Closed |
$5.03K - $5.47K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24- 0.78% |
$6.04K - $6.57K
|
3.04K
$185K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-25- 1.56% |
$6.29K - $6.84K
|
1.58K
$95.6K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-29- 33.33% |
$7.29K - $7.93K
|
58
$3.52K
|
|
Jul 26, 2021
Q2 2021
|
First Merchants Corp
|
SELL
|
- |
-30- 1.28% |
$7.55K - $8.21K
|
2.31K
$140K
|