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 |
---|---|---|---|---|---|---|---|
Jul 29, 2021
Q2 2021
|
Cordasco Financial Network
|
BUY
|
- |
26New |
N/A
|
26
$2.27K
|
|
Aug 16, 2021
Q2 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
25+ 0.33% |
N/A
|
7.52K
$656K
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24+ 35.82% |
N/A
|
91
$7.94K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20New |
N/A
|
20
$1.74K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.51% |
N/A
|
3.77K
$329K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19+ 0.65% |
N/A
|
2.94K
$256K
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
17+ 0.12% |
N/A
|
13.9K
$1.21M
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
16+ 0.9% |
N/A
|
1.79K
$156K
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15+ 0.64% |
N/A
|
2.36K
$206K
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
14+ 1.82% |
N/A
|
783
$68.3K
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9+ 0.17% |
N/A
|
5.18K
$452K
|
|
Jul 20, 2021
Q2 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.36% |
N/A
|
2.25K
$197K
|
|
Jul 23, 2021
Q2 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.18% |
N/A
|
2.77K
$242K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.39% |
N/A
|
1.03K
$89.7K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.37% |
N/A
|
809
$70.6K
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 1.06% |
N/A
|
95
$8.29K
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 0.88% |
N/A
|
114
$9.94K
|
|
Aug 12, 2021
Q2 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.68K
$408K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.33K
$203K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.05% |
N/A
|
2.2K
$192K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
2.95K
$257K
|
|
Aug 19, 2021
Q2 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3- 0.02% |
N/A
|
17.3K
$1.51M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4- 0.19% |
N/A
|
2.15K
$187K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5- 0.43% |
N/A
|
1.15K
$99.9K
|
|
Aug 09, 2021
Q2 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-6- 0.13% |
N/A
|
4.72K
$412K
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-9- 1.94% |
N/A
|
456
$39.8K
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-10- 3.05% |
N/A
|
318
$27.7K
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-12- 0.28% |
N/A
|
4.29K
$375K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 0.63% |
N/A
|
2.36K
$205K
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-24- 14.29% |
N/A
|
144
$12.6K
|
|
Jul 09, 2021
Q2 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-24- 0.78% |
N/A
|
3.05K
$266K
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-29Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-33- 0.44% |
N/A
|
7.49K
$653K
|
|
Jul 15, 2021
Q2 2021
|
First Financial Corp
|
SELL
|
- |
-34- 24.46% |
N/A
|
105
$9.16K
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-35- 0.15% |
N/A
|
23.6K
$2.05M
|
|
Aug 05, 2021
Q2 2021
|
Appleton Group, LLC
|
SELL
|
- |
-38- 1.22% |
N/A
|
3.08K
$269K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-40- 0.71% |
N/A
|
5.62K
$490K
|
|
Jul 21, 2021
Q2 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-44- 0.37% |
N/A
|
11.8K
$1.02M
|
|
Aug 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-47- 0.62% |
N/A
|
7.54K
$658K
|
|
Aug 12, 2021
Q2 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-53- 1.58% |
N/A
|
3.3K
$288K
|
|
Aug 04, 2021
Q2 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-65- 0.54% |
N/A
|
11.9K
$1.04M
|
|
Jul 29, 2021
Q2 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-73- 2.61% |
N/A
|
2.72K
$237K
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-84- 1.71% |
N/A
|
4.84K
$422K
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
SELL
|
- |
-91- 39.06% |
N/A
|
142
$12.4K
|
|
Aug 09, 2021
Q2 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-97- 3.03% |
N/A
|
3.11K
$271K
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-98Closed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-100- 3.94% |
N/A
|
2.44K
$213K
|
|
Aug 16, 2021
Q2 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-101- 0.93% |
N/A
|
10.8K
$942K
|