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 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
307+ 1.95% |
N/A
|
16K
$1.4M
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
307New |
N/A
|
307
$26.8K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
300New |
N/A
|
300
$26.2K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
282New |
N/A
|
282
$24.6K
|
|
Aug 12, 2021
Q2 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
277+ 1.25% |
N/A
|
22.5K
$1.96M
|
|
Jul 27, 2021
Q2 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
275+ 0.67% |
N/A
|
41.4K
$3.61M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
270+ 6.83% |
N/A
|
4.22K
$368K
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
268+ 0.57% |
N/A
|
47.2K
$4.12M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
253+ 3.55% |
N/A
|
7.38K
$644K
|
|
Aug 02, 2021
Q2 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
242+ 4.05% |
N/A
|
6.22K
$542K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
241+ 13.63% |
N/A
|
2.01K
$175K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
216+ 2.04% |
N/A
|
10.8K
$944K
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
BUY
|
- |
211+ 1.63% |
N/A
|
13.2K
$1.15M
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
202New |
N/A
|
202
$17.6K
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
202New |
N/A
|
202
$17.6K
|
|
Aug 16, 2021
Q2 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
182+ 2.97% |
N/A
|
6.3K
$550K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
178+ 1.03% |
N/A
|
17.5K
$1.53M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
170+ 2.55% |
N/A
|
6.85K
$597K
|
|
Jul 22, 2021
Q2 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
154+ 4.29% |
N/A
|
3.75K
$327K
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
152+ 2.35% |
N/A
|
6.63K
$578K
|
|
Aug 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
150+ 0.36% |
N/A
|
42.3K
$3.69M
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
150New |
N/A
|
150
$13.1K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
150+ 12.32% |
N/A
|
1.37K
$119K
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
143+ 3.35% |
N/A
|
4.41K
$385K
|
|
Jul 27, 2021
Q2 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
124+ 0.75% |
N/A
|
16.6K
$1.45M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 160.0% |
N/A
|
195
$17K
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
109+ 0.98% |
N/A
|
11.2K
$975K
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
100New |
N/A
|
100
$8.72K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91+ 0.35% |
N/A
|
26.1K
$2.27M
|
|
Aug 02, 2021
Q2 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
85+ 1.99% |
N/A
|
4.36K
$380K
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
83+ 123.88% |
N/A
|
150
$13.1K
|
|
Jul 20, 2021
Q2 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
81+ 0.16% |
N/A
|
50.7K
$4.42M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
77+ 32.77% |
N/A
|
312
$27.2K
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
75New |
N/A
|
75
$6.54K
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
75+ 234.38% |
N/A
|
107
$9.33K
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
72New |
N/A
|
72
$6.28K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
67+ 2.15% |
N/A
|
3.19K
$278K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65+ 0.14% |
N/A
|
47.5K
$4.14M
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
64+ 0.85% |
N/A
|
7.62K
$665K
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
58New |
N/A
|
58
$5.06K
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
58+ 2.61% |
N/A
|
2.28K
$199K
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
56+ 1.44% |
N/A
|
3.95K
$344K
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
50+ 3.36% |
N/A
|
1.54K
$134K
|
|
Aug 06, 2021
Q2 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
50+ 0.54% |
N/A
|
9.27K
$808K
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
50+ 0.89% |
N/A
|
5.67K
$494K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41+ 1.75% |
N/A
|
2.39K
$208K
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
39New |
N/A
|
39
$3.4K
|
|
Jul 26, 2021
Q2 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
36+ 0.99% |
N/A
|
3.67K
$320K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
32+ 1.39% |
N/A
|
2.33K
$203K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28+ 0.58% |
N/A
|
4.89K
$426K
|