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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-56Closed |
$3.46K - $3.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.23KClosed |
$76.1K - $83.6K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-1.15KClosed |
$70.9K - $77.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-4.66K- 97.06% |
$288K - $316K
|
141
$11.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
SELL
|
- |
-100Closed |
$6.18K - $6.78K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-145Closed |
$8.96K - $9.84K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.5K- 37.57% |
$92.6K - $102K
|
2.49K
$197K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3Closed |
$185 - $204
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.5KClosed |
$340K - $373K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-94Closed |
$5.59K - $6.11K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
15New |
$891 - $974
|
15
$1.18K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17Closed |
$1.01K - $1.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.49KClosed |
$88.7K - $96.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.57KClosed |
$212K - $232K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-52KClosed |
$3.09M - $3.38M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.67KClosed |
$396K - $433K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7Closed |
$416 - $455
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-13.2KClosed |
$786K - $859K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$86.5K - $94.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
155New |
$9.21K - $10.1K
|
155
$12.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-133Closed |
$7.9K - $8.64K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-111Closed |
$6.6K - $7.21K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.33KClosed |
$76.9K - $84.4K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4Closed |
$232 - $254
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.17KClosed |
$126K - $138K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
78New |
$4.51K - $4.96K
|
78
$6.16K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.48KClosed |
$85.6K - $94K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-252Closed |
$14.6K - $16K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.07KClosed |
$62.1K - $68.2K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-181Closed |
$10.5K - $11.5K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.65KClosed |
$153K - $168K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-17.5KClosed |
$1.01M - $1.11M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.43KNew |
$141K - $155K
|
2.43K
$192K
|
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$5.79K - $6.36K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Marks Wealth, LLC
|
SELL
|
- |
-110KClosed |
$6.36M - $6.99M
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.55KClosed |
$148K - $162K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
112+ 10.21% |
$6.48K - $7.12K
|
1.21K
$95.5K
|
|
| Q1 2021 | |||||||
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29Closed |
$1.41K - $1.71K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.84KClosed |
$89.1K - $108K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.64KClosed |
$128K - $156K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.58KClosed |
$76.7K - $93.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-24.7KClosed |
$1.19M - $1.45M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.63KClosed |
$78.9K - $95.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-25Closed |
$1.21K - $1.47K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-416Closed |
$20.2K - $24.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.98KClosed |
$387K - $470K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-34Closed |
$1.65K - $2K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55KClosed |
$75.2K - $91.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-17.1KClosed |
$673K - $854K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11KClosed |
$435K - $551K
|
0
$0
|
|