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 |
---|---|---|---|---|---|---|---|
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
$209K
|
|
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
$104K
|
|
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
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.58KClosed |
$76.7K - $93.3K
|
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
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.84KClosed |
$89.1K - $108K
|
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
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-416Closed |
$20.2K - $24.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-25Closed |
$1.21K - $1.47K
|
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
|
|
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
|
|
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
|
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
|
Advisory Alpha, LLC
|
SELL
|
- |
-409Closed |
$16.1K - $20.5K
|
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
|
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
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-11.1KClosed |
$436K - $553K
|
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 09, 2021
Q4 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-22.2KClosed |
$878K - $1.11M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.23KClosed |
$87.9K - $111K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-26.5KClosed |
$1.05M - $1.33M
|
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
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.4KClosed |
$488K - $619K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8.57KClosed |
$338K - $429K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.52KClosed |
$376K - $476K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-9.28KClosed |
$366K - $464K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.08KClosed |
$161K - $204K
|
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
$27K
|
|
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
|