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 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-108- 3.27% |
N/A
|
3.2K
$279K
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-108- 1.66% |
N/A
|
6.4K
$558K
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-120- 61.54% |
N/A
|
75
$6.54K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-123- 24.21% |
N/A
|
385
$33.6K
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-135- 2.07% |
N/A
|
6.38K
$556K
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-137- 0.37% |
N/A
|
36.8K
$3.21M
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-138- 4.51% |
N/A
|
2.92K
$255K
|
|
Aug 12, 2021
Q2 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-140- 0.81% |
N/A
|
17.1K
$1.49M
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-145Closed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-148- 4.59% |
N/A
|
3.07K
$268K
|
|
Jul 27, 2021
Q2 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-160- 0.55% |
N/A
|
29.2K
$2.55M
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-164- 2.66% |
N/A
|
6.01K
$524K
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-165- 6.91% |
N/A
|
2.22K
$194K
|
|
Jul 29, 2021
Q2 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-187- 1.19% |
N/A
|
15.6K
$1.36M
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-195- 3.69% |
N/A
|
5.08K
$443K
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-198Closed |
N/A
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
SELL
|
- |
-200- 8.83% |
N/A
|
2.07K
$180K
|
|
Aug 04, 2021
Q2 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-230- 2.92% |
N/A
|
7.65K
$667K
|
|
Aug 12, 2021
Q2 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-230- 8.67% |
N/A
|
2.42K
$211K
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-234- 85.71% |
N/A
|
39
$3.4K
|
|
Aug 03, 2021
Q2 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-264- 7.26% |
N/A
|
3.37K
$294K
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-280Closed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-297- 2.81% |
N/A
|
10.3K
$897K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-310- 2.84% |
N/A
|
10.6K
$926K
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-319- 0.14% |
N/A
|
230K
$20M
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-329Closed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-345- 4.56% |
N/A
|
7.23K
$630K
|
|
Jul 19, 2021
Q2 2021
|
First United Bank & Trust
|
SELL
|
- |
-350- 11.87% |
N/A
|
2.6K
$227K
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-353- 2.1% |
N/A
|
16.5K
$1.44M
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-355- 6.81% |
N/A
|
4.86K
$424K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-356- 48.9% |
N/A
|
372
$32.4K
|
|
Aug 03, 2021
Q2 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-363- 54.75% |
N/A
|
300
$26.2K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-394- 1.42% |
N/A
|
27.3K
$2.38M
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
SELL
|
- |
-399- 5.01% |
N/A
|
7.56K
$659K
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
SELL
|
- |
-400Closed |
N/A
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-423Closed |
N/A
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-450Closed |
N/A
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Patten & Patten Inc
|
SELL
|
- |
-475- 18.83% |
N/A
|
2.05K
$179K
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-495- 3.22% |
N/A
|
14.9K
$1.3M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-496- 17.11% |
N/A
|
2.4K
$210K
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-544- 8.47% |
N/A
|
5.88K
$513K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-558- 6.22% |
N/A
|
8.41K
$733K
|
|
Jul 21, 2021
Q2 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-633- 8.81% |
N/A
|
6.55K
$571K
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-659- 5.08% |
N/A
|
12.3K
$1.07M
|
|
Aug 10, 2021
Q2 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-661- 2.07% |
N/A
|
31.3K
$2.73M
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-662- 18.23% |
N/A
|
2.97K
$259K
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-695- 10.98% |
N/A
|
5.63K
$491K
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-718- 4.66% |
N/A
|
14.7K
$1.28M
|
|
Aug 13, 2021
Q2 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-732- 21.32% |
N/A
|
2.7K
$236K
|