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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-30- 20.0% |
$3.21K - $3.45K
|
120
$16.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-33- 0.6% |
$3.54K - $3.79K
|
5.43K
$727K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-42- 0.79% |
$4.5K - $4.83K
|
5.24K
$701K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50- 1.73% |
$5.36K - $5.75K
|
2.85K
$381K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-82- 0.55% |
$8.79K - $9.43K
|
14.8K
$1.98M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-87Closed |
$9.32K - $10K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 4.5% |
$10.7K - $11.5K
|
2.12K
$284K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-112Closed |
$12K - $12.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-113- 0.6% |
$12.1K - $13K
|
18.8K
$2.52M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-168- 5.44% |
$18K - $19.3K
|
2.92K
$391K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-168- 5.44% |
$18K - $19.3K
|
2.92K
$391K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-169- 5.18% |
$18.1K - $19.4K
|
3.09K
$414K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-174- 7.34% |
$18.6K - $20K
|
2.2K
$294K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-175- 2.15% |
$18.8K - $20.1K
|
7.97K
$1.07M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-199- 3.65% |
$21.3K - $22.9K
|
5.26K
$703K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-233- 3.9% |
$25K - $26.8K
|
5.73K
$767K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-240- 17.8% |
$25.7K - $27.6K
|
1.11K
$148K
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-244- 0.66% |
$26.1K - $28.1K
|
36.7K
$4.91M
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-250- 3.01% |
$26.8K - $28.7K
|
8.06K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300Closed |
$32.1K - $34.5K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-304- 25.04% |
$32.6K - $35K
|
910
$122K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-305- 3.64% |
$32.7K - $35.1K
|
8.09K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-337- 5.84% |
$36.1K - $38.7K
|
5.44K
$727K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-342- 0.78% |
$36.6K - $39.3K
|
43.6K
$5.84M
|
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-352Closed |
$37.7K - $40.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-410- 16.76% |
$43.9K - $47.1K
|
2.04K
$273K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-478- 10.61% |
$51.2K - $55K
|
4.03K
$539K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-509- 7.6% |
$54.5K - $58.5K
|
6.19K
$828K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-519- 19.41% |
$55.6K - $59.7K
|
2.16K
$288K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-520- 0.77% |
$55.7K - $59.8K
|
67.3K
$9.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-554- 38.74% |
$59.4K - $63.7K
|
876
$117K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-565Closed |
$60.5K - $65K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-585- 21.73% |
$62.7K - $67.3K
|
2.11K
$282K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-626Closed |
$67.1K - $72K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-644- 0.62% |
$69K - $74K
|
103K
$13.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-662- 5.91% |
$70.9K - $76.1K
|
10.5K
$1.41M
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-732- 22.44% |
$78.4K - $84.2K
|
2.53K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-766- 0.71% |
$82.1K - $88.1K
|
106K
$14.2M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-860- 2.1% |
$92.2K - $98.9K
|
40.2K
$5.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-968- 1.08% |
$104K - $111K
|
88.3K
$11.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.09K- 24.86% |
$117K - $125K
|
3.29K
$441K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.13KClosed |
$121K - $130K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 40.84% |
$137K - $147K
|
1.85K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.37K- 7.71% |
$146K - $157K
|
16.3K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.49K- 20.99% |
$160K - $172K
|
5.62K
$751K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.8KClosed |
$193K - $207K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.82K- 15.81% |
$194K - $209K
|
9.67K
$1.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 25.21% |
$206K - $221K
|
5.71K
$764K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.32KClosed |
$248K - $266K
|
0
$0
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-2.33KClosed |
$249K - $267K
|
0
$0
|