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 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-158- 26.07% |
$9.15K - $10K
|
448
$37.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-172- 71.37% |
$9.96K - $10.9K
|
69
$5.78K
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-180- 53.89% |
$10.4K - $11.4K
|
154
$12.9K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-181Closed |
$10.5K - $11.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-194- 0.28% |
$11.2K - $12.3K
|
69.3K
$5.8M
|
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-196- 3.63% |
$11.3K - $12.5K
|
5.2K
$435K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-208- 96.74% |
$12K - $13.2K
|
7
$586
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-252Closed |
$14.6K - $16K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-259Closed |
$15K - $16.5K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-278- 8.45% |
$16.1K - $17.7K
|
3.01K
$252K
|
|
|
Aug 05, 2021
Q2 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-278- 4.22% |
$16.1K - $17.7K
|
6.32K
$529K
|
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-299- 23.73% |
$17.3K - $19K
|
961
$80.4K
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-300- 13.95% |
$17.4K - $19.1K
|
1.85K
$155K
|
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-317- 1.21% |
$18.3K - $20.2K
|
25.9K
$2.17M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-336Closed |
$19.4K - $21.4K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-354- 20.08% |
$20.5K - $22.5K
|
1.41K
$118K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-367- 25.28% |
$21.2K - $23.3K
|
1.09K
$90.8K
|
|
|
Jul 27, 2021
Q2 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-471- 1.17% |
$27.3K - $30K
|
39.7K
$3.33M
|
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-502- 98.62% |
$29.1K - $31.9K
|
7
$586
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-520- 13.46% |
$30.1K - $33.1K
|
3.34K
$280K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-588- 1.19% |
$34K - $37.4K
|
48.9K
$4.09M
|
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-612- 27.06% |
$35.4K - $38.9K
|
1.65K
$138K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-728Closed |
$42.1K - $46.3K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-765- 3.99% |
$44.3K - $48.6K
|
18.4K
$1.54M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.07KClosed |
$62.1K - $68.2K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.13K- 2.09% |
$65.1K - $71.5K
|
52.7K
$4.41M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.33KClosed |
$76.9K - $84.4K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.47K- 46.15% |
$85K - $93.4K
|
1.71K
$143K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.48KClosed |
$85.6K - $94K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.11K- 61.72% |
$122K - $134K
|
1.31K
$109K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.17KClosed |
$126K - $138K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.55KClosed |
$148K - $162K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.65KClosed |
$153K - $168K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 68.94% |
$187K - $205K
|
1.46K
$122K
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.81KClosed |
$220K - $242K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.91K- 81.48% |
$226K - $248K
|
888
$74.3K
|
|
|
Jul 29, 2021
Q2 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-4.93K- 27.16% |
$285K - $313K
|
13.2K
$1.11M
|
|
|
Jul 16, 2021
Q2 2021
|
Diversified, LLC
|
SELL
|
- |
-5.66K- 17.13% |
$328K - $360K
|
27.4K
$2.29M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.09K- 57.18% |
$468K - $514K
|
6.06K
$507K
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-10.3K- 99.46% |
$595K - $654K
|
56
$4.69K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 36.01% |
$708K - $778K
|
21.7K
$1.82M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 24.73% |
$728K - $799K
|
38.3K
$3.2M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.3KClosed |
$1M - $1.1M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.5KClosed |
$1.01M - $1.11M
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-24.5K- 99.46% |
$1.42M - $1.56M
|
133
$11.1K
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-37.4K- 71.8% |
$2.17M - $2.38M
|
14.7K
$1.23M
|
|
|
Aug 05, 2021
Q2 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-46.2K- 67.27% |
$2.67M - $2.94M
|
22.5K
$1.88M
|
|
|
Jul 13, 2021
Q2 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-110KClosed |
$6.36M - $6.99M
|
0
$0
|