Purchases and Sales Made in Q2 2021 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) 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 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
58New |
$3.36K - $3.69K
|
58
$4.85K
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55+ 1.09% |
$3.18K - $3.5K
|
5.08K
$425K
|
|
|
Jul 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
51+ 3.96% |
$2.95K - $3.24K
|
1.34K
$112K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 10.37% |
$2.89K - $3.18K
|
532
$44.5K
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
38New |
$2.2K - $2.42K
|
38
$3.18K
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
BUY
|
- |
33+ 1.4% |
$1.91K - $2.1K
|
2.39K
$200K
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
33+ 1.57% |
$1.91K - $2.1K
|
2.14K
$179K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$1.74K - $1.91K
|
30
$2.51K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
29+ 1.22% |
$1.68K - $1.84K
|
2.42K
$202K
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 7.94% |
$1.56K - $1.72K
|
367
$30.7K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 1.17% |
$1.39K - $1.53K
|
2.08K
$174K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17New |
$984 - $1.08K
|
17
$1.42K
|
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
15+ 0.37% |
$868 - $954
|
4.09K
$343K
|
|
|
Aug 02, 2021
Q2 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
14+ 0.12% |
$810 - $890
|
11.5K
$958K
|
|
|
Jul 29, 2021
Q2 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12+ 1.0% |
$695 - $763
|
1.21K
$101K
|
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
11New |
$637 - $699
|
11
$921
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 12.28% |
$405 - $445
|
64
$5.36K
|
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7New |
$405 - $445
|
7
$586
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
5+ 3.29% |
$289 - $318
|
157
$13.1K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.33% |
$289 - $318
|
1.53K
$128K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2+ 0.01% |
$116 - $127
|
21.9K
$1.83M
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
1+ 0.03% |
$57.9 - $63.6
|
3.1K
$260K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.04% |
$57.9 - $63.6
|
2.68K
$224K
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.05% |
$57.9 - $63.6
|
2.04K
$171K
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.95% |
$57.9 - $63.6
|
106
$8.87K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4Closed |
$232 - $254
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-5- 0.3% |
$289 - $318
|
1.66K
$139K
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-6- 3.09% |
$347 - $382
|
188
$15.7K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 1.88% |
$405 - $445
|
365
$30.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 1.72% |
$521 - $572
|
514
$43K
|
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-12- 3.77% |
$695 - $763
|
306
$25.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-15Closed |
$868 - $954
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-20- 27.78% |
$1.16K - $1.27K
|
52
$4.35K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 1.2% |
$1.39K - $1.53K
|
1.98K
$166K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 55.56% |
$1.45K - $1.59K
|
20
$1.67K
|
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-25- 1.26% |
$1.45K - $1.59K
|
1.97K
$165K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27- 3.99% |
$1.56K - $1.72K
|
650
$54.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-44- 0.7% |
$2.55K - $2.8K
|
6.21K
$520K
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-47Closed |
$2.72K - $2.99K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-69- 31.51% |
$3.99K - $4.39K
|
150
$12.6K
|
|
|
Aug 16, 2021
Q2 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-71- 3.56% |
$4.11K - $4.51K
|
1.92K
$161K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-78- 6.36% |
$4.51K - $4.96K
|
1.15K
$96.2K
|
|
|
Jul 29, 2021
Q2 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-86- 2.99% |
$4.98K - $5.47K
|
2.79K
$234K
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-87- 1.58% |
$5.04K - $5.53K
|
5.42K
$454K
|
|
|
Aug 12, 2021
Q2 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-92- 0.18% |
$5.32K - $5.85K
|
49.8K
$4.17M
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-100- 50.0% |
$5.79K - $6.36K
|
100
$8.37K
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$5.79K - $6.36K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-102- 4.49% |
$5.9K - $6.49K
|
2.17K
$182K
|
|
|
Jul 21, 2021
Q2 2021
|
Family Firm, Inc.
|
SELL
|
- |
-149- 1.1% |
$8.62K - $9.47K
|
13.4K
$1.12M
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-150- 5.55% |
$8.68K - $9.54K
|
2.56K
$214K
|