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 |
---|---|---|---|---|---|---|---|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-217Closed |
N/A
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-224Closed |
N/A
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
Oct 18, 2023
Q1 2021
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-241- 3.81% |
N/A
|
6.08K
$530K
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-241- 3.09% |
N/A
|
7.56K
$659K
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-256- 10.06% |
N/A
|
2.29K
$200K
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-295- 98.33% |
N/A
|
5
$436
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-310- 41.11% |
N/A
|
444
$38.7K
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-315- 53.57% |
N/A
|
273
$23.8K
|
|
May 17, 2021
Q1 2021
|
Asset Planning Corporation
|
SELL
|
- |
-322Closed |
N/A
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-358- 2.27% |
N/A
|
15.4K
$1.34M
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-375- 5.6% |
N/A
|
6.33K
$552K
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-396- 13.22% |
N/A
|
2.6K
$227K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-403Closed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-414- 12.43% |
N/A
|
2.92K
$254K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-418- 3.69% |
N/A
|
10.9K
$953K
|
|
May 14, 2021
Q1 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-425- 1.29% |
N/A
|
32.4K
$2.83M
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-447- 9.78% |
N/A
|
4.13K
$360K
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-474- 4.27% |
N/A
|
10.6K
$928K
|
|
Apr 09, 2021
Q1 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-485- 0.7% |
N/A
|
69.1K
$6.03M
|
|
Apr 12, 2021
Q1 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-490- 12.11% |
N/A
|
3.56K
$310K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-517- 7.19% |
N/A
|
6.68K
$582K
|
|
May 06, 2021
Q1 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-580- 0.39% |
N/A
|
150K
$13.1M
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-595- 32.6% |
N/A
|
1.23K
$107K
|
|
May 14, 2021
Q1 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-615- 1.37% |
N/A
|
44.3K
$3.86M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-624- 15.95% |
N/A
|
3.29K
$287K
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-627- 1.04% |
N/A
|
59.8K
$5.22M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-673- 7.89% |
N/A
|
7.86K
$686K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-682- 0.92% |
N/A
|
73.1K
$6.37M
|
|
Apr 29, 2021
Q1 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-738- 5.9% |
N/A
|
11.8K
$1.03M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-755- 11.85% |
N/A
|
5.62K
$490K
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-784- 23.76% |
N/A
|
2.52K
$219K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-789- 16.65% |
N/A
|
3.95K
$345K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-800- 91.43% |
N/A
|
75
$6.54K
|
|
May 17, 2021
Q1 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-864- 10.33% |
N/A
|
7.5K
$654K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-995- 35.92% |
N/A
|
1.78K
$155K
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.06K- 10.83% |
N/A
|
8.75K
$763K
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.07K- 2.0% |
N/A
|
52.5K
$4.58M
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.08K- 9.3% |
N/A
|
10.6K
$922K
|
|
Apr 22, 2021
Q1 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.09K- 23.09% |
N/A
|
3.64K
$317K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.1K- 32.33% |
N/A
|
2.3K
$200K
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.11K- 63.52% |
N/A
|
638
$55.6K
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.22K- 5.9% |
N/A
|
19.5K
$1.7M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.24K- 3.34% |
N/A
|
35.7K
$3.12M
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.29K- 2.97% |
N/A
|
42.1K
$3.68M
|
|
Apr 30, 2021
Q1 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.38K- 27.48% |
N/A
|
3.63K
$317K
|
|
May 14, 2021
Q1 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.41K- 29.13% |
N/A
|
3.43K
$299K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.6K- 19.53% |
N/A
|
6.59K
$575K
|