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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$61.8 - $67.9
|
776
$60.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1- 0.07% |
$61.8 - $67.9
|
1.44K
$112K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3Closed |
$185 - $204
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5- 0.34% |
$309 - $339
|
1.49K
$116K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-8- 0.53% |
$494 - $543
|
1.49K
$117K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-12- 6.38% |
$741 - $814
|
176
$13.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13- 1.06% |
$803 - $882
|
1.21K
$94.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-20- 2.08% |
$1.24K - $1.36K
|
941
$73.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-21- 1.76% |
$1.3K - $1.42K
|
1.17K
$91.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 36.36% |
$1.48K - $1.63K
|
42
$3.28K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-28- 1.85% |
$1.73K - $1.9K
|
1.49K
$116K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-28- 7.31% |
$1.73K - $1.9K
|
355
$27.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-29Closed |
$1.79K - $1.97K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-30- 1.92% |
$1.85K - $2.04K
|
1.53K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-34- 2.66% |
$2.1K - $2.31K
|
1.25K
$97.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-37- 0.91% |
$2.29K - $2.51K
|
4.03K
$315K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45- 3.35% |
$2.78K - $3.05K
|
1.3K
$101K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46- 4.01% |
$2.84K - $3.12K
|
1.1K
$86K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46- 4.01% |
$2.84K - $3.12K
|
1.1K
$86K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-50- 4.09% |
$3.09K - $3.39K
|
1.17K
$91.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-52- 3.15% |
$3.21K - $3.53K
|
1.6K
$125K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-56Closed |
$3.46K - $3.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-56Closed |
$3.46K - $3.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-57- 1.13% |
$3.52K - $3.87K
|
4.97K
$388K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-73- 0.68% |
$4.51K - $4.95K
|
10.7K
$832K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-94- 3.57% |
$5.81K - $6.38K
|
2.54K
$198K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-100- 66.67% |
$6.18K - $6.78K
|
50
$3.91K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-100Closed |
$6.18K - $6.78K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-112- 1.34% |
$6.92K - $7.6K
|
8.23K
$643K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-126- 35.39% |
$7.79K - $8.55K
|
230
$18K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-145Closed |
$8.96K - $9.84K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-148Closed |
$9.14K - $10K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-151- 5.81% |
$9.33K - $10.2K
|
2.45K
$191K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-156- 79.59% |
$9.64K - $10.6K
|
40
$3.12K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-159- 2.29% |
$9.82K - $10.8K
|
6.77K
$529K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160Closed |
$9.89K - $10.9K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-163- 26.59% |
$10.1K - $11.1K
|
450
$35.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-165Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-180- 2.94% |
$11.1K - $12.2K
|
5.94K
$464K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-181Closed |
$11.2K - $12.3K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-186- 1.29% |
$11.5K - $12.6K
|
14.2K
$1.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-210- 37.63% |
$13K - $14.2K
|
348
$27.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-210- 8.62% |
$13K - $14.2K
|
2.23K
$174K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-220- 2.41% |
$13.6K - $14.9K
|
8.89K
$695K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-251- 52.07% |
$15.5K - $17K
|
231
$18K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-289Closed |
$17.9K - $19.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-306Closed |
$18.9K - $20.8K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-361- 4.45% |
$22.3K - $24.5K
|
7.75K
$605K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-366Closed |
$22.6K - $24.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-374- 1.68% |
$23.1K - $25.4K
|
21.9K
$1.71M
|