Purchases and Sales Made in Q4 2021 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.55KNew |
$158K - $173K
|
2.55K
$200K
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.54K+ 6.09% |
$157K - $172K
|
44.2K
$3.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.49K+ 6.22% |
$154K - $169K
|
42.6K
$3.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.48K+ 4.83% |
$153K - $168K
|
53.8K
$4.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.25K+ 3.9% |
$139K - $153K
|
59.9K
$4.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
2.17K+ 9.87% |
$134K - $147K
|
24.2K
$1.9M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
2.15KNew |
$133K - $146K
|
2.15K
$168K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.06K+ 7.73% |
$127K - $140K
|
28.7K
$2.25M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.94KNew |
$120K - $131K
|
1.94K
$152K
|
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.91K+ 5.07% |
$118K - $129K
|
39.5K
$3.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.88K+ 5.75% |
$116K - $128K
|
34.6K
$2.72M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.76K+ 9.24% |
$109K - $120K
|
20.9K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.61KNew |
$99.7K - $110K
|
1.61K
$127K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
1.53K+ 17.48% |
$94.3K - $104K
|
10.3K
$804K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.51K+ 8.19% |
$93K - $102K
|
19.9K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.5KNew |
$92.7K - $102K
|
1.5K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 54.2% |
$92.5K - $102K
|
4.26K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 16.74% |
$91K - $99.9K
|
10.3K
$805K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.31K+ 30.05% |
$80.8K - $88.7K
|
5.66K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.18KNew |
$72.6K - $79.7K
|
1.18K
$92.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.16KNew |
$71.4K - $78.4K
|
1.16K
$90.7K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
1.15KNew |
$70.9K - $77.8K
|
1.15K
$89.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.13KNew |
$69.5K - $76.3K
|
1.13K
$88.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.08KNew |
$66.7K - $73.2K
|
1.08K
$84.6K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.06KNew |
$65.6K - $72.1K
|
1.06K
$83.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.05K+ 3.06% |
$64.7K - $71K
|
35.3K
$2.77M
|
|
|
Feb 04, 2022
Q4 2021
|
First Long Island Investors, LLC
|
BUY
|
- |
1.04KNew |
$64.3K - $70.6K
|
1.04K
$81.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
989+ 0.96% |
$61.1K - $67.1K
|
104K
$8.17M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
976+ 20.18% |
$60.3K - $66.2K
|
5.81K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
937+ 5.35% |
$57.9K - $63.6K
|
18.5K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
862+ 2.28% |
$53.3K - $58.5K
|
38.7K
$3.03M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
816New |
$50.4K - $55.4K
|
816
$64K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
782New |
$48.3K - $53.1K
|
782
$61.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
747+ 16.64% |
$46.2K - $50.7K
|
5.24K
$411K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
699+ 2.36% |
$43.2K - $47.4K
|
30.3K
$2.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
593+ 9.78% |
$36.6K - $40.2K
|
6.66K
$522K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
572+ 2.1% |
$35.3K - $38.8K
|
27.8K
$2.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
463+ 23.22% |
$28.6K - $31.4K
|
2.46K
$193K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
463+ 17.01% |
$28.6K - $31.4K
|
3.19K
$250K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
412+ 2.72% |
$25.5K - $28K
|
15.6K
$1.22M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
397New |
$24.5K - $26.9K
|
397
$31.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
349New |
$21.6K - $23.7K
|
349
$27.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
315+ 14.4% |
$19.5K - $21.4K
|
2.5K
$196K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
309+ 1.63% |
$19.1K - $21K
|
19.2K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
306+ 10.49% |
$18.9K - $20.8K
|
3.22K
$253K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
283+ 6.94% |
$17.5K - $19.2K
|
4.36K
$342K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 76.63% |
$17.4K - $19.1K
|
650
$51K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
277+ 288.54% |
$17.1K - $18.8K
|
373
$29.3K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
206+ 57.22% |
$12.7K - $14K
|
566
$44.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
202New |
$12.5K - $13.7K
|
202
$15.8K
|