Purchases and Sales Made in Q2 2021 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.49K+ 7.42% |
$265K - $281K
|
36.1K
$4.81M
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.38KNew |
$253K - $268K
|
2.38K
$318K
|
|
Jul 13, 2021
Q2 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 24.43% |
$248K - $262K
|
11.8K
$1.58M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.11KNew |
$225K - $238K
|
2.11K
$281K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.08K+ 12.34% |
$222K - $235K
|
18.9K
$2.53M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.96K+ 28.73% |
$209K - $221K
|
8.79K
$1.17M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.93K+ 31.07% |
$206K - $218K
|
8.14K
$1.09M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.89K+ 13.09% |
$201K - $213K
|
16.3K
$2.18M
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.8KNew |
$192K - $203K
|
1.8K
$240K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 9.73% |
$180K - $191K
|
19.1K
$2.54M
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.64K+ 14.39% |
$175K - $185K
|
13.1K
$1.74M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.37K+ 27.02% |
$146K - $154K
|
6.43K
$858K
|
|
Aug 17, 2021
Q2 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.37K+ 67.17% |
$146K - $154K
|
3.4K
$454K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.23K+ 5.41% |
$130K - $138K
|
23.9K
$3.19M
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.15K+ 3.87% |
$122K - $129K
|
30.8K
$4.11M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13KNew |
$120K - $127K
|
1.13K
$150K
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.07K+ 39.44% |
$114K - $121K
|
3.78K
$505K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
988+ 26.29% |
$105K - $111K
|
4.75K
$633K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
906+ 13.78% |
$96.5K - $102K
|
7.48K
$998K
|
|
Aug 04, 2021
Q2 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
900+ 4.32% |
$95.9K - $102K
|
21.7K
$2.9M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
785+ 14.25% |
$83.6K - $88.5K
|
6.29K
$839K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
626New |
$66.7K - $70.6K
|
626
$83.5K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
604+ 22.05% |
$64.3K - $68.1K
|
3.34K
$446K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
516+ 35.71% |
$55K - $58.2K
|
1.96K
$262K
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
443+ 1.18% |
$47.2K - $50K
|
37.9K
$5.05M
|
|
Jul 19, 2021
Q2 2021
|
Well Done, LLC
|
BUY
|
- |
403+ 2.82% |
$42.9K - $45.5K
|
14.7K
$1.96M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
397+ 10.2% |
$42.3K - $44.8K
|
4.29K
$572K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
388+ 46.97% |
$41.3K - $43.8K
|
1.21K
$162K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
383+ 3.13% |
$40.8K - $43.2K
|
12.6K
$1.69M
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
358+ 16.26% |
$38.1K - $40.4K
|
2.56K
$342K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
358+ 16.26% |
$38.1K - $40.4K
|
2.56K
$342K
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
352New |
$37.5K - $39.7K
|
352
$47K
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
350+ 10.06% |
$37.3K - $39.5K
|
3.83K
$511K
|
|
Jul 16, 2021
Q2 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
314+ 3.94% |
$33.4K - $35.4K
|
8.28K
$1.1M
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
306+ 5.41% |
$32.6K - $34.5K
|
5.97K
$796K
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
304+ 11.73% |
$32.4K - $34.3K
|
2.9K
$386K
|
|
Aug 12, 2021
Q2 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
276+ 0.68% |
$29.4K - $31.1K
|
41K
$5.47M
|
|
Jul 22, 2021
Q2 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
216+ 0.59% |
$23K - $24.4K
|
37K
$4.93M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
210+ 6.04% |
$22.4K - $23.7K
|
3.69K
$492K
|
|
Jul 22, 2021
Q2 2021
|
Veracity Capital LLC
|
BUY
|
- |
176+ 4.18% |
$18.7K - $19.9K
|
4.38K
$585K
|
|
Nov 30, 2021
Q2 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
158+ 0.37% |
$16.8K - $17.8K
|
42.6K
$5.68M
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
151+ 33.33% |
$16.1K - $17K
|
604
$80.6K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
142+ 1.45% |
$15.1K - $16K
|
9.91K
$1.32M
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
126+ 1.78% |
$13.4K - $14.2K
|
7.22K
$963K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
112New |
$11.9K - $12.6K
|
112
$14.9K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
92New |
$9.8K - $10.4K
|
92
$12.3K
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
90New |
$9.59K - $10.2K
|
90
$12K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
87New |
$9.27K - $9.81K
|
87
$11.6K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
83New |
$8.84K - $9.36K
|
83
$11.1K
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
72+ 0.2% |
$7.67K - $8.12K
|
36.6K
$4.88M
|