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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-56- 4.85% |
$1.8K - $2.53K
|
1.1K
$86.8K
|
|
|
Aug 14, 2020
Q2 2020
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-17.3KClosed |
$556K - $782K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-100Closed |
$3.21K - $4.52K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$128 - $181
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-300Closed |
$9.63K - $13.6K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
311New |
$9.98K - $14.1K
|
311
$24.6K
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-20Closed |
$642 - $904
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-201Closed |
$6.45K - $9.08K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-211Closed |
$6.77K - $9.53K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-211Closed |
$6.77K - $9.53K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.7KNew |
$54.6K - $76.8K
|
1.7K
$134K
|
|
|
Jul 13, 2020
Q2 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-34.5KClosed |
$1.11M - $1.56M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-21.8KClosed |
$631K - $1.13M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-52Closed |
$1.51K - $2.71K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.81KClosed |
$52.4K - $94.1K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-101Closed |
$2.93K - $5.26K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-14.6KClosed |
$423K - $760K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Q3 Asset Management
|
SELL
|
- |
-3.78KClosed |
$109K - $197K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-67.6KClosed |
$1.96M - $3.52M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-278Closed |
$8.05K - $14.5K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.83KClosed |
$111K - $199K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.52KClosed |
$131K - $235K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.47KClosed |
$42.5K - $76.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-738Closed |
$21.4K - $38.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.41KClosed |
$40.8K - $73.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-70Closed |
$2.03K - $3.64K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.64KClosed |
$47.6K - $85.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.08% |
$87 - $102
|
2.56K
$202K
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-61Closed |
$2.65K - $3.1K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Advantage, Inc.
|
SELL
|
- |
-440Closed |
$19.1K - $22.4K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.12KClosed |
$48.9K - $57.1K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
- |
-276Closed |
$12K - $14K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.2KClosed |
$52.2K - $61K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20KClosed |
$907K - $931K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.68KClosed |
$121K - $124K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-650Closed |
$29.5K - $30.2K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-250Closed |
$11.3K - $11.6K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$63.6K - $65.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25.3KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-219Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
N/A
|
200
$15.8K
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14- 17.5% |
N/A
|
66
$5.21K
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-306Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-179Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Riverview Trust CO
|
SELL
|
- |
-56Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-134Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-2.06KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.73KClosed |
N/A
|
0
$0
|
|