Purchases and Sales Made in Q3 2022 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
299New |
$14.1K - $17.1K
|
299
$22.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
270+ 600.0% |
$12.7K - $15.4K
|
315
$23.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
248+ 0.82% |
$11.7K - $14.2K
|
30.3K
$2.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
223+ 10.45% |
$10.5K - $12.7K
|
2.36K
$177K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
205+ 12.36% |
$9.65K - $11.7K
|
1.86K
$140K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
195+ 1.18% |
$9.18K - $11.1K
|
16.8K
$1.26M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
175+ 8.31% |
$8.24K - $10K
|
2.28K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
97New |
$4.57K - $5.54K
|
97
$7.27K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
86New |
$4.05K - $4.92K
|
86
$6.44K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
82+ 4.17% |
$3.86K - $4.69K
|
2.05K
$153K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
80+ 1.36% |
$3.77K - $4.57K
|
5.96K
$446K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
75+ 4.35% |
$3.53K - $4.29K
|
1.8K
$135K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
75+ 1.8% |
$3.53K - $4.29K
|
4.24K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
61+ 0.33% |
$2.87K - $3.49K
|
18.6K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
59+ 2.16% |
$2.78K - $3.37K
|
2.79K
$209K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
39+ 0.6% |
$1.84K - $2.23K
|
6.5K
$487K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34+ 1.63% |
$1.6K - $1.94K
|
2.12K
$159K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 0.86% |
$989 - $1.2K
|
2.46K
$184K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$800 - $972
|
17
$1.27K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17+ 30.91% |
$800 - $972
|
72
$5.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
12+ 0.61% |
$565 - $686
|
1.97K
$147K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 8.85% |
$471 - $572
|
123
$9.21K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
7+ 0.03% |
$330 - $400
|
21.9K
$1.64M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$141 - $171
|
3.59K
$269K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.59% |
$94.2 - $114
|
343
$25.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.63% |
$94.2 - $114
|
319
$23.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$47.1 - $57.2
|
166
$12.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.27% |
$47.1 - $57.2
|
80
$5.99K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$47.1 - $57.2
|
768
$57.5K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.06% |
$47.1 - $57.2
|
1.55K
$116K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.29% |
$47.1 - $57.2
|
349
$26.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 2.0% |
$47.1 - $57.2
|
51
$3.82K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1+ 0.23% |
$47.1 - $57.2
|
429
$32.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4- 0.1% |
$188 - $229
|
4.13K
$309K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-5- 7.69% |
$235 - $286
|
60
$4.49K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-7- 0.08% |
$330 - $400
|
8.83K
$661K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-8- 0.54% |
$377 - $457
|
1.46K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-14- 50.0% |
$659 - $800
|
14
$1.05K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-17- 8.21% |
$800 - $972
|
190
$14.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-19- 0.43% |
$895 - $1.09K
|
4.39K
$329K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-21- 5.16% |
$989 - $1.2K
|
386
$28.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-22- 9.87% |
$1.04K - $1.26K
|
201
$15.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-22- 75.86% |
$1.04K - $1.26K
|
7
$524
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-32- 0.81% |
$1.51K - $1.83K
|
3.93K
$295K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36- 2.32% |
$1.69K - $2.06K
|
1.52K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38- 1.39% |
$1.79K - $2.17K
|
2.69K
$201K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-38- 2.25% |
$1.79K - $2.17K
|
1.65K
$124K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-43- 5.67% |
$2.02K - $2.46K
|
716
$53.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-47- 0.24% |
$2.21K - $2.69K
|
19.7K
$1.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-50Closed |
$2.35K - $2.86K
|
0
$0
|