Purchases and Sales Made in Q1 2022 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-96- 10.2% |
$5.37K - $6.49K
|
845
$70.9K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-98- 2.3% |
$5.49K - $6.63K
|
4.16K
$349K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-99Closed |
$5.54K - $6.7K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 12.25% |
$5.6K - $6.77K
|
716
$60.1K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-102- 9.26% |
$5.71K - $6.9K
|
999
$83.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-104- 4.23% |
$5.82K - $7.04K
|
2.35K
$197K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-106Closed |
$5.93K - $7.17K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-123- 11.34% |
$6.89K - $8.32K
|
962
$80.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-126- 1.42% |
$7.05K - $8.52K
|
8.77K
$736K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-127- 1.25% |
$7.11K - $8.59K
|
10K
$839K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-136- 62.1% |
$7.61K - $9.2K
|
83
$6.96K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-140- 35.26% |
$7.84K - $9.47K
|
257
$21.6K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-150- 18.47% |
$8.4K - $10.1K
|
662
$55.5K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150Closed |
$8.4K - $10.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-162- 3.83% |
$9.07K - $11K
|
4.07K
$342K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-187- 7.64% |
$10.5K - $12.7K
|
2.26K
$190K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200Closed |
$11.2K - $13.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-200- 0.16% |
$11.2K - $13.5K
|
123K
$10.3M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-205- 9.29% |
$11.5K - $13.9K
|
2K
$168K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-224- 10.3% |
$12.5K - $15.2K
|
1.95K
$164K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-266- 10.72% |
$14.9K - $18K
|
2.22K
$186K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-283- 0.83% |
$15.8K - $19.1K
|
33.8K
$2.84M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-295- 19.84% |
$16.5K - $20K
|
1.19K
$100K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-298- 11.73% |
$16.7K - $20.2K
|
2.24K
$188K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-304- 49.11% |
$17K - $20.6K
|
315
$26.4K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-331- 3.97% |
$18.5K - $22.4K
|
8K
$671K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-334- 8.29% |
$18.7K - $22.6K
|
3.7K
$310K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-355Closed |
$19.9K - $24K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-391- 16.24% |
$21.9K - $26.5K
|
2.02K
$169K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-405- 15.88% |
$22.7K - $27.4K
|
2.15K
$180K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-412- 0.84% |
$23.1K - $27.9K
|
48.8K
$4.09M
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-483- 61.76% |
$27K - $32.7K
|
299
$25.1K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-511- 23.24% |
$28.6K - $34.6K
|
1.69K
$142K
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-557- 6.52% |
$31.2K - $37.7K
|
7.98K
$670K
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-600- 10.52% |
$33.6K - $40.6K
|
5.1K
$428K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-621- 3.36% |
$34.8K - $42K
|
17.8K
$1.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-654- 10.46% |
$36.6K - $44.2K
|
5.6K
$470K
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-685- 25.51% |
$38.3K - $46.3K
|
2K
$168K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-870- 14.65% |
$48.7K - $58.9K
|
5.07K
$425K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-990- 44.49% |
$55.4K - $67K
|
1.24K
$104K
|
|
|
May 09, 2022
Q1 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.04KClosed |
$58.2K - $70.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.08KClosed |
$60.6K - $73.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.18KClosed |
$65.8K - $79.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 24.16% |
$67.2K - $81.2K
|
3.77K
$316K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.21KClosed |
$67.6K - $81.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.21KClosed |
$67.7K - $81.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.24K- 37.35% |
$69.5K - $84K
|
2.08K
$175K
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.45K- 14.65% |
$81.2K - $98.2K
|
8.45K
$709K
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.46K- 45.68% |
$81.5K - $98.4K
|
1.73K
$145K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.5KClosed |
$84.2K - $102K
|
0
$0
|