Purchases and Sales Made in Q3 2021 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) 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 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
838+ 22.72% |
$89.8K - $96.4K
|
4.53K
$611K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
829+ 9.43% |
$88.8K - $95.3K
|
9.62K
$1.3M
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
800+ 3.12% |
$85.7K - $92K
|
26.4K
$3.57M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
785+ 6.63% |
$84.1K - $90.3K
|
12.6K
$1.7M
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
682New |
$73.1K - $78.4K
|
682
$92.1K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
661+ 22.22% |
$70.8K - $76K
|
3.64K
$491K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
650+ 7.86% |
$69.7K - $74.7K
|
8.92K
$1.21M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
511New |
$54.8K - $58.8K
|
511
$69K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
506+ 19.08% |
$54.2K - $58.2K
|
3.16K
$427K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
498+ 3.94% |
$53.4K - $57.3K
|
13.1K
$1.77M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
492+ 44.73% |
$52.7K - $56.6K
|
1.59K
$215K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
484+ 8.29% |
$51.9K - $55.7K
|
6.33K
$854K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
480+ 13.57% |
$51.4K - $55.2K
|
4.02K
$542K
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
452+ 10.54% |
$48.4K - $52K
|
4.74K
$640K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
446+ 11.28% |
$47.8K - $51.3K
|
4.4K
$594K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
400+ 10.44% |
$42.9K - $46K
|
4.23K
$571K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
388+ 1.54% |
$41.6K - $44.6K
|
25.5K
$3.45M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
380+ 4.52% |
$40.7K - $43.7K
|
8.8K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
365+ 2.53% |
$39.1K - $42K
|
14.8K
$2M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
363+ 103.71% |
$38.9K - $41.7K
|
713
$96.3K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
313+ 9.2% |
$33.5K - $36K
|
3.72K
$502K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
310New |
$33.2K - $35.6K
|
310
$41.9K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
283New |
$30.3K - $32.5K
|
283
$38.2K
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
172+ 2.38% |
$18.4K - $19.8K
|
7.39K
$998K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
135+ 1928.57% |
$14.5K - $15.5K
|
142
$19.2K
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
120+ 4.83% |
$12.9K - $13.8K
|
2.6K
$352K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
119+ 1.62% |
$12.8K - $13.7K
|
7.48K
$1.01M
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
116+ 0.32% |
$12.4K - $13.3K
|
36.7K
$4.96M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
111+ 24.08% |
$11.9K - $12.8K
|
572
$77.3K
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
109+ 1.87% |
$11.7K - $12.5K
|
5.93K
$801K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
100New |
$10.7K - $11.5K
|
100
$13.5K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
94+ 0.25% |
$10.1K - $10.8K
|
37.5K
$5.07M
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
94+ 38.52% |
$10.1K - $10.8K
|
338
$45.7K
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
64New |
$6.86K - $7.36K
|
64
$8.64K
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
64+ 0.77% |
$6.86K - $7.36K
|
8.34K
$1.13M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
56+ 2.04% |
$6K - $6.44K
|
2.81K
$379K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
38+ 45.78% |
$4.07K - $4.37K
|
121
$16.3K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
25+ 0.73% |
$2.68K - $2.87K
|
3.45K
$465K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16+ 0.42% |
$1.71K - $1.84K
|
3.8K
$513K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10+ 0.16% |
$1.07K - $1.15K
|
6.18K
$834K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.2% |
$750 - $805
|
3.43K
$463K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4+ 0.12% |
$429 - $460
|
3.35K
$452K
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.25% |
$429 - $460
|
1.58K
$213K
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
4+ 0.12% |
$429 - $460
|
3.31K
$447K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$214 - $230
|
2
$270
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$107 - $115
|
6.49K
$876K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
1+ 0.04% |
$107 - $115
|
2.24K
$302K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13- 0.71% |
$1.39K - $1.49K
|
1.82K
$246K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 20.0% |
$1.61K - $1.72K
|
60
$8.1K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-25- 0.25% |
$2.68K - $2.87K
|
10.1K
$1.36M
|