Purchases and Sales Made in Q3 2021 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.23KNew |
$73.2K - $80K
|
1.23K
$103K
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.23KNew |
$72.8K - $79.6K
|
1.23K
$103K
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.15KNew |
$68.4K - $74.8K
|
1.15K
$96.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.12K+ 21.53% |
$66.5K - $72.7K
|
6.32K
$530K
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.11K+ 6.26% |
$66.2K - $72.4K
|
18.9K
$1.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1KNew |
$65.2K - $71.3K
|
1.1K
$92K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.08K+ 4.16% |
$64K - $70K
|
27K
$2.26M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
1.07K+ 1.05% |
$63.8K - $69.8K
|
103K
$8.66M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.07K+ 1841.38% |
$63.5K - $69.4K
|
1.13K
$94.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1KNew |
$59.7K - $65.2K
|
1K
$84.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
912+ 12.28% |
$54.2K - $59.2K
|
8.34K
$700K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
831+ 4.55% |
$49.4K - $54K
|
19.1K
$1.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
831+ 10.52% |
$49.4K - $54K
|
8.73K
$732K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
820+ 31.49% |
$48.7K - $53.3K
|
3.42K
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
714+ 4.25% |
$42.4K - $46.4K
|
17.5K
$1.47M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
670+ 17.37% |
$39.8K - $43.5K
|
4.53K
$380K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
572+ 4.14% |
$34K - $37.2K
|
14.4K
$1.21M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
572+ 1.77% |
$34K - $37.2K
|
32.9K
$2.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
558New |
$33.2K - $36.2K
|
558
$46.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
553New |
$32.9K - $35.9K
|
553
$46.4K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
498+ 11.48% |
$29.6K - $32.4K
|
4.84K
$406K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
482New |
$28.6K - $31.3K
|
482
$40.4K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
464+ 3.16% |
$27.6K - $30.1K
|
15.2K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
452+ 0.37% |
$26.9K - $29.4K
|
123K
$10.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
445+ 2.48% |
$26.4K - $28.9K
|
18.4K
$1.54M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
443+ 5.78% |
$26.3K - $28.8K
|
8.11K
$680K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
422+ 10.38% |
$25.1K - $27.4K
|
4.49K
$377K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
421+ 6.49% |
$25K - $27.3K
|
6.91K
$580K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
405+ 109.46% |
$24.1K - $26.3K
|
775
$65K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
383New |
$22.8K - $24.9K
|
383
$32.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
375+ 59.81% |
$22.3K - $24.4K
|
1K
$84.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
329+ 4.32% |
$19.6K - $21.4K
|
7.95K
$667K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
311+ 9.3% |
$18.5K - $20.2K
|
3.66K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
306+ 0.53% |
$18.2K - $19.9K
|
57.6K
$4.84M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
240New |
$14.3K - $15.6K
|
240
$20.1K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
237+ 65.83% |
$14.1K - $15.4K
|
597
$50.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
225+ 3.85% |
$13.4K - $14.6K
|
6.07K
$509K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
225+ 351.56% |
$13.4K - $14.6K
|
289
$24.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
220+ 9.12% |
$13.1K - $14.3K
|
2.63K
$221K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
200+ 0.15% |
$11.9K - $13K
|
133K
$11.1M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
199+ 0.75% |
$11.8K - $12.9K
|
26.6K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
187+ 4.36% |
$11.1K - $12.1K
|
4.47K
$375K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
186+ 9.19% |
$11.1K - $12.1K
|
2.21K
$186K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
178+ 2.15% |
$10.6K - $11.6K
|
8.44K
$708K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
167+ 31.39% |
$9.92K - $10.8K
|
699
$58.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
165New |
$9.81K - $10.7K
|
165
$13.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
160New |
$9.51K - $10.4K
|
160
$13.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
160+ 0.26% |
$9.51K - $10.4K
|
61.4K
$5.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
159+ 6.2% |
$9.45K - $10.3K
|
2.72K
$228K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$8.91K - $9.74K
|
150
$12.6K
|