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 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.63K- 15.34% |
N/A
|
8.97K
$782K
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.65K- 2.33% |
N/A
|
69.3K
$6.04M
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.94K- 18.17% |
N/A
|
8.72K
$761K
|
|
May 24, 2021
Q1 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.94K- 10.1% |
N/A
|
17.3K
$1.51M
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2K- 16.97% |
N/A
|
9.79K
$854K
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.06K- 28.11% |
N/A
|
5.28K
$460K
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.36KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.43KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.44K- 7.38% |
N/A
|
30.6K
$2.67M
|
|
Apr 20, 2021
Q1 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.47K- 5.31% |
N/A
|
44.1K
$3.85M
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.56KClosed |
N/A
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Pds Planning, Inc
|
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.86K- 48.44% |
N/A
|
3.05K
$266K
|
|
May 03, 2021
Q1 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.95K- 8.44% |
N/A
|
32K
$2.79M
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.99K- 29.4% |
N/A
|
7.18K
$626K
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3K- 55.69% |
N/A
|
2.39K
$208K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.08K- 15.06% |
N/A
|
17.4K
$1.51M
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.31K- 29.56% |
N/A
|
7.88K
$687K
|
|
May 13, 2021
Q1 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.38K- 9.21% |
N/A
|
33.3K
$2.91M
|
|
Jul 28, 2022
Q1 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.64KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.1K- 1.75% |
N/A
|
230K
$20M
|
|
May 17, 2021
Q1 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4.43KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Adelante Capital Management LLC
Alameda, CA |
SELL
|
- |
-4.53KClosed |
N/A
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.53K- 17.47% |
N/A
|
21.4K
$1.87M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.63K- 10.13% |
N/A
|
41.1K
$3.58M
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.64K- 28.21% |
N/A
|
11.8K
$1.03M
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.66KClosed |
N/A
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
SELL
|
- |
-5.43K- 31.89% |
N/A
|
11.6K
$1.01M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.51K- 4.58% |
N/A
|
115K
$10M
|
|
May 14, 2021
Q1 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.23K- 67.49% |
N/A
|
3K
$262K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.29K- 34.9% |
N/A
|
11.7K
$1.02M
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-6.43K- 10.6% |
N/A
|
54.2K
$4.73M
|
|
May 05, 2021
Q1 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.49K- 63.08% |
N/A
|
3.8K
$331K
|
|
May 14, 2021
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.8K- 20.92% |
N/A
|
25.7K
$2.24M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.9K- 27.87% |
N/A
|
17.9K
$1.56M
|
|
Apr 23, 2021
Q1 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-7.7KClosed |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.09KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Sepio Capital, LP
|
SELL
|
- |
-8.1K- 53.64% |
N/A
|
7K
$611K
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8.28KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Bank Of The West
|
SELL
|
- |
-9.3K- 36.46% |
N/A
|
16.2K
$1.41M
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.3K- 48.63% |
N/A
|
13K
$1.13M
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 24.6% |
N/A
|
40.2K
$3.51M
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.1KClosed |
N/A
|
0
$0
|