Purchases and Sales Made in Q2 2021 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 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 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2.48K+ 880.5% |
N/A
|
2.77K
$241K
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$215K
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.2K+ 35.36% |
N/A
|
8.41K
$734K
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.16KNew |
N/A
|
2.16K
$188K
|
|
Jul 28, 2022
Q2 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
2.09KNew |
N/A
|
2.09K
$182K
|
|
Jul 21, 2021
Q2 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.08KNew |
N/A
|
2.08K
$182K
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.05KNew |
N/A
|
2.05K
$178K
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 1.01% |
N/A
|
199K
$17.4M
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$173K
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.98KNew |
N/A
|
1.98K
$173K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.94K+ 16.2% |
N/A
|
13.9K
$1.21M
|
|
Aug 13, 2021
Q2 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$166K
|
|
Jul 29, 2021
Q2 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
1.89K+ 1.06% |
N/A
|
179K
$15.6M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.85K+ 33.97% |
N/A
|
7.28K
$635K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.84K+ 15.67% |
N/A
|
13.6K
$1.18M
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.81K+ 9.31% |
N/A
|
21.3K
$1.86M
|
|
Aug 12, 2021
Q2 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.63K+ 16.65% |
N/A
|
11.4K
$996K
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.59K+ 2.16% |
N/A
|
74.9K
$6.53M
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
BUY
|
- |
1.52KNew |
N/A
|
1.52K
$133K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.35K+ 1.14% |
N/A
|
120K
$10.5M
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.34K+ 3.74% |
N/A
|
37.1K
$3.23M
|
|
Aug 25, 2023
Q2 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.33K+ 23.0% |
N/A
|
7.14K
$622K
|
|
Jul 13, 2021
Q2 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$111K
|
|
Aug 10, 2021
Q2 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.23K+ 39.0% |
N/A
|
4.39K
$383K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.22K+ 261.54% |
N/A
|
1.69K
$148K
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.19K+ 9.18% |
N/A
|
14.2K
$1.23M
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.1K+ 14.77% |
N/A
|
8.51K
$742K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
979+ 29.77% |
N/A
|
4.27K
$372K
|
|
Aug 11, 2021
Q2 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
840New |
N/A
|
840
$73.3K
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
823+ 13.63% |
N/A
|
6.86K
$598K
|
|
Aug 10, 2021
Q2 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
736+ 2.32% |
N/A
|
32.5K
$2.83M
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
BUY
|
- |
613+ 613.0% |
N/A
|
713
$62.2K
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
600New |
N/A
|
600
$52.3K
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
546+ 6.68% |
N/A
|
8.72K
$761K
|
|
Oct 18, 2023
Q2 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
520+ 10.1% |
N/A
|
5.67K
$495K
|
|
Aug 13, 2021
Q2 2021
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
473New |
N/A
|
473
$41.3K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
438+ 2.45% |
N/A
|
18.3K
$1.6M
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
BUY
|
- |
438+ 9.48% |
N/A
|
5.06K
$441K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
435+ 14.83% |
N/A
|
3.37K
$294K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
434+ 35.28% |
N/A
|
1.66K
$145K
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
BUY
|
- |
422+ 3.74% |
N/A
|
11.7K
$1.02M
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
414+ 862.5% |
N/A
|
462
$40.3K
|
|
Jul 28, 2021
Q2 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
411+ 6.51% |
N/A
|
6.73K
$587K
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
388+ 60.82% |
N/A
|
1.03K
$89.5K
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
372+ 11.93% |
N/A
|
3.49K
$304K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
365+ 7.85% |
N/A
|
5.01K
$437K
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
362+ 0.69% |
N/A
|
52.9K
$4.61M
|
|
Jul 09, 2021
Q2 2021
|
First Citizens Financial Corp
|
BUY
|
- |
359+ 0.52% |
N/A
|
69.5K
$6.06M
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
330+ 412.5% |
N/A
|
410
$35.8K
|
|
Aug 03, 2021
Q2 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
313+ 4.92% |
N/A
|
6.67K
$582K
|