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 |
---|---|---|---|---|---|---|---|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.07K+ 28.6% |
N/A
|
4.8K
$418K
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$88.4K
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1K+ 458.72% |
N/A
|
1.22K
$106K
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
870New |
N/A
|
870
$75.9K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
814+ 52.31% |
N/A
|
2.37K
$207K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
806New |
N/A
|
806
$70.3K
|
|
Apr 26, 2021
Q1 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
630+ 0.36% |
N/A
|
177K
$15.5M
|
|
May 14, 2021
Q1 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
540+ 3.23% |
N/A
|
17.3K
$1.51M
|
|
May 14, 2021
Q1 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
535+ 2.47% |
N/A
|
22.2K
$1.94M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
512+ 1.09% |
N/A
|
47.5K
$4.14M
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
490+ 2.12% |
N/A
|
23.6K
$2.06M
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
468New |
N/A
|
468
$40.8K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
393+ 1.96% |
N/A
|
20.5K
$1.78M
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
362+ 4.16% |
N/A
|
9.06K
$790K
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
355+ 61.53% |
N/A
|
932
$81.3K
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
355+ 61.53% |
N/A
|
932
$81.3K
|
|
May 17, 2021
Q1 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
349+ 11.62% |
N/A
|
3.35K
$292K
|
|
May 14, 2021
Q1 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
347+ 4.79% |
N/A
|
7.59K
$662K
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
339+ 7.01% |
N/A
|
5.17K
$451K
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
284+ 4.59% |
N/A
|
6.48K
$565K
|
|
May 17, 2021
Q1 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
267+ 136.92% |
N/A
|
462
$40.3K
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
259New |
N/A
|
259
$22.6K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
257+ 0.47% |
N/A
|
54.8K
$4.78M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
256+ 14.48% |
N/A
|
2.02K
$177K
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
250New |
N/A
|
250
$21.8K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
250+ 5.69% |
N/A
|
4.65K
$405K
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
BUY
|
- |
214+ 3.4% |
N/A
|
6.51K
$568K
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
200+ 4.23% |
N/A
|
4.92K
$429K
|
|
May 24, 2021
Q1 2021
|
Advisory Resource Group
|
BUY
|
- |
171+ 4.19% |
N/A
|
4.26K
$371K
|
|
Apr 14, 2021
Q1 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
152+ 1.89% |
N/A
|
8.18K
$713K
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
149+ 1.39% |
N/A
|
10.9K
$948K
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
145New |
N/A
|
145
$12.6K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
136+ 2.08% |
N/A
|
6.67K
$582K
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
135+ 0.49% |
N/A
|
27.7K
$2.42M
|
|
May 14, 2021
Q1 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
131+ 0.1% |
N/A
|
136K
$11.9M
|
|
May 04, 2021
Q1 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
105New |
N/A
|
105
$9.16K
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
103+ 1.87% |
N/A
|
5.62K
$490K
|
|
May 07, 2021
Q1 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
90+ 1.2% |
N/A
|
7.57K
$660K
|
|
May 17, 2021
Q1 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
90+ 2.8% |
N/A
|
3.3K
$288K
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64New |
N/A
|
64
$5.58K
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
57+ 17.22% |
N/A
|
388
$33.8K
|
|
Apr 07, 2021
Q1 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
55+ 2.06% |
N/A
|
2.73K
$238K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47New |
N/A
|
47
$4.1K
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
BUY
|
- |
45+ 1.24% |
N/A
|
3.69K
$321K
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
42+ 0.11% |
N/A
|
37K
$3.22M
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
32New |
N/A
|
32
$2.79K
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
28+ 16.47% |
N/A
|
198
$17.3K
|
|
May 14, 2021
Q1 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
27+ 1.03% |
N/A
|
2.65K
$231K
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
26+ 0.17% |
N/A
|
15.4K
$1.34M
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.48% |
N/A
|
3.76K
$328K
|