Purchases and Sales Made in Q1 2021 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q1 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 25, 2023
Q1 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$506K
|
|
May 28, 2021
Q1 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.05K+ 203.75% |
N/A
|
7.52K
$656K
|
|
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$403K
|
|
May 17, 2021
Q1 2021
|
Credit Agricole S A
|
BUY
|
- |
4.58KNew |
N/A
|
4.58K
$400K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.53K+ 60.99% |
N/A
|
12K
$1.04M
|
|
May 13, 2021
Q1 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.04KNew |
N/A
|
4.04K
$352K
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.93K+ 67.79% |
N/A
|
9.72K
$848K
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.89KNew |
N/A
|
3.89K
$339K
|
|
Apr 15, 2021
Q1 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.88K+ 10.43% |
N/A
|
41.1K
$3.58M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.22KNew |
N/A
|
3.22K
$281K
|
|
Apr 13, 2021
Q1 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.21K+ 2.2% |
N/A
|
149K
$13M
|
|
May 06, 2021
Q1 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.16KNew |
N/A
|
3.16K
$276K
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.15K+ 39.77% |
N/A
|
11.1K
$965K
|
|
May 07, 2021
Q1 2021
|
Appleton Group, LLC
|
BUY
|
- |
3.12KNew |
N/A
|
3.12K
$272K
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.06KNew |
N/A
|
3.06K
$267K
|
|
May 05, 2021
Q1 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 52.98% |
N/A
|
8.78K
$765K
|
|
May 17, 2021
Q1 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$262K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$253K
|
|
May 12, 2021
Q1 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.7K+ 9.3% |
N/A
|
31.8K
$2.77M
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$221K
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.5K+ 10.93% |
N/A
|
25.3K
$2.21M
|
|
Apr 29, 2021
Q1 2021
|
Xr Securities LLC
|
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$216K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.46K+ 2.2% |
N/A
|
114K
$9.93M
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.41K+ 98.61% |
N/A
|
4.86K
$424K
|
|
Apr 19, 2021
Q1 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
2.37K+ 3.48% |
N/A
|
70.4K
$6.14M
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.28KNew |
N/A
|
2.28K
$199K
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
2.27KNew |
N/A
|
2.27K
$198K
|
|
Apr 23, 2021
Q1 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.25KNew |
N/A
|
2.25K
$196K
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$188K
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
2KNew |
N/A
|
2K
$174K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 1.99% |
N/A
|
100K
$8.75M
|
|
May 04, 2021
Q1 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.8K+ 12.32% |
N/A
|
16.5K
$1.43M
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.7K+ 29.67% |
N/A
|
7.41K
$647K
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.65K+ 3.38% |
N/A
|
50.6K
$4.41M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.62K+ 17.4% |
N/A
|
11K
$956K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.53K+ 1.3% |
N/A
|
119K
$10.4M
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.51K+ 10.6% |
N/A
|
15.7K
$1.37M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.42K+ 29.28% |
N/A
|
6.28K
$548K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
1.33K+ 2957.78% |
N/A
|
1.38K
$120K
|
|
Apr 12, 2021
Q1 2021
|
Courier Capital LLC
|
BUY
|
- |
1.28K+ 2.81% |
N/A
|
46.9K
$4.09M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.25K+ 5.05% |
N/A
|
26K
$2.27M
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.24K+ 5.27% |
N/A
|
24.8K
$2.16M
|
|
Apr 19, 2021
Q1 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.24K+ 6.47% |
N/A
|
20.4K
$1.78M
|
|
May 07, 2021
Q1 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.21K+ 8.29% |
N/A
|
15.8K
$1.37M
|
|
Apr 29, 2021
Q1 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.17K+ 10.84% |
N/A
|
11.9K
$1.04M
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.14K+ 45.48% |
N/A
|
3.64K
$317K
|
|
May 13, 2021
Q1 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.13K+ 22.93% |
N/A
|
6.04K
$527K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 54.53% |
N/A
|
3.12K
$272K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 24.93% |
N/A
|
5.44K
$474K
|
|
May 11, 2021
Q1 2021
|
Segantii Capital Management LTD
|
BUY
|
- |
1.07KNew |
N/A
|
1.07K
$93.7K
|