Purchases and Sales Made in Q2 2021 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) 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 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-180- 26.67% |
$31.5K - $34.1K
|
495
$32.6K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-199- 5.12% |
$34.8K - $37.7K
|
3.68K
$243K
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-201- 41.02% |
$35.2K - $38.1K
|
289
$19K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-274- 8.78% |
$47.9K - $51.9K
|
2.85K
$188K
|
|
|
Jul 30, 2021
Q2 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-339- 15.87% |
$59.3K - $64.3K
|
1.8K
$118K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-414Closed |
$72.4K - $78.5K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-427- 21.99% |
$74.7K - $81K
|
1.52K
$99.8K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-458Closed |
$80.1K - $86.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-475Closed |
$83.1K - $90.1K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$87.5K - $94.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-650- 28.08% |
$114K - $123K
|
1.67K
$110K
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-1K- 62.52% |
$175K - $190K
|
600
$39.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06K- 10.67% |
$186K - $202K
|
8.91K
$587K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.12K- 15.49% |
$195K - $211K
|
6.08K
$401K
|
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.35KClosed |
$236K - $256K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.46K- 16.66% |
$255K - $276K
|
7.28K
$480K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.93K- 7.49% |
$338K - $367K
|
23.9K
$1.57M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.94KClosed |
$339K - $367K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.99KClosed |
$349K - $378K
|
0
$0
|
|
|
May 10, 2024
Q2 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.2K- 66.67% |
$385K - $417K
|
1.1K
$72.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.4KClosed |
$419K - $454K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Inc
|
SELL
|
- |
-2.5K- 6.24% |
$438K - $475K
|
37.6K
$2.48M
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.68K- 84.05% |
$643K - $697K
|
698
$46K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.8K- 80.15% |
$3.46M - $3.75M
|
4.9K
$323K
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-45.9K- 99.46% |
$8.02M - $8.69M
|
248
$16.3K
|