Latest Institutional Transactions on Ishares Tr (IYG)
This table provides information on the latest institutional transactions involving Ishares Tr (IYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8.62KClosed |
$416K - $519K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.28KClosed |
$110K - $138K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.16KClosed |
$55.8K - $69.6K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.74KClosed |
$84.2K - $105K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-7- 4.7% |
$338 - $422
|
142
$12.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-240Closed |
$11.6K - $14.5K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13New |
$628 - $783
|
13
$1.12K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.15KClosed |
$55.5K - $69.3K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 2.04% |
$48.3 - $60.2
|
50
$4.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-1.67KClosed |
$80.4K - $100K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-8KClosed |
$386K - $482K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-447KClosed |
$21.6M - $26.9M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.17KClosed |
$56.5K - $70.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
16New |
$772 - $964
|
16
$1.38K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-40Closed |
$1.93K - $2.41K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-226Closed |
$10.9K - $13.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-412- 18.6% |
$19.9K - $24.8K
|
1.8K
$155K
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-346K- 99.45% |
$16.7M - $20.8M
|
1.93K
$166K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-109Closed |
$5.26K - $6.57K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
63New |
$3.04K - $3.79K
|
63
$5.42K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-32Closed |
$1.54K - $1.93K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-12.6KClosed |
$608K - $758K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.19KClosed |
$57.5K - $71.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-99.1KClosed |
$4.78M - $5.97M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.12KClosed |
$392K - $489K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.24KNew |
$69.1K - $83.5K
|
1.24K
$106K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-22Closed |
$1.23K - $1.49K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.85KClosed |
$215K - $260K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-78Closed |
$4.37K - $5.28K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.6KClosed |
$652K - $788K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.21KClosed |
$67.7K - $81.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-7Closed |
$392 - $474
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.18KClosed |
$65.8K - $79.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.2KNew |
$571K - $690K
|
10.2K
$877K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-45Closed |
$2.52K - $3.04K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7Closed |
$392 - $474
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
SELL
|
- |
-38.1KClosed |
$2.13M - $2.57M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.97KClosed |
$390K - $471K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
475+ 114.46% |
$26.6K - $32.1K
|
890
$76.5K
|
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-15.5KClosed |
$869K - $1.05M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
85New |
$4.76K - $5.75K
|
85
$7.31K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$2.8K - $3.38K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5Closed |
$280 - $338
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-99Closed |
$5.54K - $6.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-11Closed |
$616 - $744
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-20Closed |
$1.12K - $1.35K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-4.8KClosed |
$269K - $325K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.6KClosed |
$89.5K - $108K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-355Closed |
$19.9K - $24K
|
0
$0
|
|