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 |
|---|---|---|---|---|---|---|---|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-14.3KClosed |
$564K - $716K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-161Closed |
$6.35K - $8.05K
|
0
$0
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-70Closed |
$2.76K - $3.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.54KClosed |
$60.8K - $77.1K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150Closed |
$5.92K - $7.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-409Closed |
$16.1K - $20.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-13.9KClosed |
$548K - $695K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.39KClosed |
$291K - $370K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-26.3KClosed |
$1.04M - $1.32M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.85KClosed |
$191K - $243K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.33KClosed |
$250K - $317K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-20.4KClosed |
$805K - $1.02M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.73KClosed |
$68.3K - $86.6K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-11.1KClosed |
$436K - $553K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-22.2KClosed |
$878K - $1.11M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26.5KClosed |
$1.05M - $1.33M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.23KClosed |
$87.9K - $111K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-1.8KClosed |
$71.1K - $90.2K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25.3KClosed |
$997K - $1.26M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18.3KClosed |
$722K - $915K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-31.6KClosed |
$1.25M - $1.58M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-1.73KClosed |
$68.1K - $86.4K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.52KClosed |
$376K - $476K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.57KClosed |
$338K - $429K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.4KClosed |
$488K - $619K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.08KClosed |
$161K - $204K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-9.28KClosed |
$366K - $464K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-3.21KClosed |
$127K - $161K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-9.23KClosed |
$364K - $462K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-2.65K- 89.4% |
$105K - $133K
|
314
$24.8K
|
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
SELL
|
- |
-302KClosed |
$11.9M - $15.1M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
SELL
|
- |
-17.5KClosed |
$689K - $873K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-29Closed |
$1.14K - $1.45K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Stone House Investment Management, LLC
|
SELL
|
- |
-21.3KClosed |
$841K - $1.07M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-10.5KClosed |
$414K - $525K
|
0
$0
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-394Closed |
$15.5K - $19.7K
|
0
$0
|
|
|
Jan 06, 2021
Q4 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-44- 17.96% |
$1.74K - $2.2K
|
201
$15.9K
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.62KClosed |
$180K - $201K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-171Closed |
$6.65K - $7.44K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-29Closed |
$1.13K - $1.26K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-722Closed |
$28.1K - $31.4K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-28Closed |
$1.09K - $1.22K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-9.39KClosed |
$365K - $409K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$15.6K - $17.4K
|
400
$31.6K
|
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-50Closed |
$1.95K - $2.18K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-12.3KClosed |
$480K - $537K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
11KNew |
$427K - $478K
|
11K
$867K
|
|
|
Oct 21, 2020
Q3 2020
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-53Closed |
$2.06K - $2.31K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.04KClosed |
$196K - $219K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-546Closed |
$21.2K - $23.8K
|
0
$0
|
|