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 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
17+ 1.11% |
N/A
|
1.55K
$136K
|
|
May 05, 2021
Q1 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
16New |
N/A
|
16
$1.4K
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
15+ 0.68% |
N/A
|
2.22K
$194K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.38% |
N/A
|
2.93K
$256K
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
9+ 1.97% |
N/A
|
465
$40.6K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
7+ 3.07% |
N/A
|
235
$20.5K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.8% |
N/A
|
755
$65.9K
|
|
Apr 06, 2021
Q1 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.18% |
N/A
|
2.77K
$241K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.09% |
N/A
|
2.33K
$203K
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
- |
2+ 0.01% |
N/A
|
13.9K
$1.21M
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
BUY
|
- |
1+ 0.33% |
N/A
|
308
$26.9K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1- -0.0% |
N/A
|
103K
$8.96M
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20- 0.19% |
N/A
|
10.6K
$925K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-25- 0.35% |
N/A
|
7.13K
$621K
|
|
May 12, 2021
Q1 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-33- 0.2% |
N/A
|
16.1K
$1.41M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 2.87% |
N/A
|
1.15K
$100K
|
|
May 18, 2021
Q1 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-45- 0.25% |
N/A
|
18.2K
$1.59M
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-49- 1.57% |
N/A
|
3.07K
$268K
|
|
May 05, 2021
Q1 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-49- 1.72% |
N/A
|
2.79K
$244K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-55- 6.77% |
N/A
|
758
$66.1K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56- 0.48% |
N/A
|
11.6K
$1.01M
|
|
Apr 21, 2021
Q1 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-57- 1.56% |
N/A
|
3.59K
$313K
|
|
Apr 19, 2021
Q1 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-60- 0.75% |
N/A
|
7.94K
$692K
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
SELL
|
- |
-65- 1.49% |
N/A
|
4.3K
$375K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-76- 0.58% |
N/A
|
13K
$1.13M
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-83- 55.33% |
N/A
|
67
$5.84K
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-89Closed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Motco
|
SELL
|
- |
-89- 27.64% |
N/A
|
233
$20.3K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-92- 8.79% |
N/A
|
955
$83.3K
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-99- 37.08% |
N/A
|
168
$14.7K
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-101- 3.32% |
N/A
|
2.95K
$257K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-125- 2.34% |
N/A
|
5.22K
$455K
|
|
Apr 20, 2021
Q1 2021
|
First United Bank & Trust
|
SELL
|
- |
-125- 4.07% |
N/A
|
2.95K
$257K
|
|
May 17, 2021
Q1 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-126- 2.63% |
N/A
|
4.67K
$407K
|
|
Apr 21, 2021
Q1 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-130- 2.93% |
N/A
|
4.31K
$376K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-132- 23.78% |
N/A
|
423
$36.9K
|
|
Apr 20, 2021
Q1 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-135- 2.35% |
N/A
|
5.6K
$488K
|
|
Apr 23, 2021
Q1 2021
|
Patten & Patten Inc
|
SELL
|
- |
-135- 5.08% |
N/A
|
2.52K
$220K
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-138- 2.14% |
N/A
|
6.31K
$551K
|
|
Apr 29, 2021
Q1 2021
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-146- 2.38% |
N/A
|
5.98K
$521K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-182- 79.48% |
N/A
|
47
$4.1K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-184- 7.73% |
N/A
|
2.2K
$192K
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-199- 3.4% |
N/A
|
5.66K
$493K
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-203- 1.19% |
N/A
|
16.8K
$1.47M
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-212- 1.61% |
N/A
|
13K
$1.13M
|