Purchases and Sales Made in Q3 2021 in Ishares Tr (IAT)
This table provides information about the institutional ownership of Ishares Tr (IAT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.69M+ 1580.15% |
$467M - $537M
|
9.24M
$490M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
847KNew |
$45.5M - $52.3M
|
847K
$44.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.4K+ 12.81% |
$3.73M - $4.29M
|
612K
$32.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
66.7KNew |
$3.58M - $4.12M
|
66.7K
$3.53M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.5KNew |
$2.34M - $2.68M
|
43.5K
$2.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.1K+ 355.81% |
$2.15M - $2.48M
|
51.4K
$2.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40KNew |
$2.15M - $2.47M
|
40K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.6K+ 29.75% |
$1.97M - $2.26M
|
160K
$8.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.1K+ 374.13% |
$1.57M - $1.8M
|
36.9K
$1.96M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
20.7K+ 13.88% |
$1.11M - $1.28M
|
170K
$9M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.1K+ 10.28% |
$866K - $995K
|
173K
$9.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3KNew |
$660K - $759K
|
12.3K
$652K
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12KNew |
$646K - $742K
|
12K
$637K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.8K+ 66.39% |
$632K - $726K
|
29.5K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 33.47% |
$552K - $635K
|
41K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.71K+ 142.97% |
$521K - $599K
|
16.5K
$874K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.31K+ 4.84% |
$393K - $451K
|
158K
$8.39M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.41KNew |
$344K - $396K
|
6.41K
$340K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.83K+ 132.63% |
$313K - $360K
|
10.2K
$542K
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
5.73K+ 8.71% |
$308K - $354K
|
71.5K
$3.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.61K+ 8.97% |
$248K - $285K
|
56K
$2.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.59KNew |
$247K - $283K
|
4.59K
$243K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.43K+ 4.35% |
$238K - $273K
|
106K
$5.63M
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.28K+ 6.27% |
$230K - $264K
|
72.6K
$3.85M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.09KNew |
$220K - $253K
|
4.09K
$217K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.76KNew |
$202K - $232K
|
3.76K
$199K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.48KNew |
$187K - $215K
|
3.48K
$184K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.23K+ 75.6% |
$173K - $199K
|
7.5K
$398K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
3.18K+ 12.72% |
$171K - $196K
|
28.2K
$1.49M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.54K+ 2.84% |
$136K - $157K
|
91.9K
$4.87M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.41KNew |
$130K - $149K
|
2.41K
$128K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 1.29% |
$116K - $134K
|
171K
$9.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.11K+ 11.72% |
$113K - $130K
|
20.1K
$1.07M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.98K+ 19.68% |
$107K - $122K
|
12.1K
$639K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4K+ 42.08% |
$75.3K - $86.6K
|
4.73K
$251K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.06K+ 3.8% |
$56.8K - $65.3K
|
28.9K
$1.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 0.95% |
$54.5K - $62.6K
|
108K
$5.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
960New |
$51.6K - $59.3K
|
960
$50.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
526+ 3.71% |
$28.3K - $32.5K
|
14.7K
$780K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
515+ 2.04% |
$27.7K - $31.8K
|
25.8K
$1.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
470+ 6.61% |
$25.3K - $29K
|
7.58K
$402K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
372+ 4.87% |
$20K - $23K
|
8.01K
$425K
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
367+ 0.21% |
$19.7K - $22.7K
|
173K
$9.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
350+ 28.64% |
$18.8K - $21.6K
|
1.57K
$83.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
326+ 206.33% |
$17.5K - $20.1K
|
484
$25.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
297+ 297.0% |
$16K - $18.3K
|
397
$21K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
285New |
$15.3K - $17.6K
|
285
$15.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
213New |
$11.4K - $13.2K
|
213
$11.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
200New |
$10.7K - $12.4K
|
200
$10.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
140+ 15.22% |
$7.52K - $8.65K
|
1.06K
$56.2K
|