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 |
|---|---|---|---|---|---|---|---|
|
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
$17.3K
|
|
| 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 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$15.6K - $17.4K
|
400
$34.4K
|
|
|
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
$944K
|
|
|
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
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-56- 4.85% |
$1.8K - $2.53K
|
1.1K
$94.5K
|
|
|
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
$26.7K
|
|
|
Jul 21, 2020
Q2 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-201Closed |
$6.45K - $9.08K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-20Closed |
$642 - $904
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-211Closed |
$6.77K - $9.53K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-211Closed |
$6.77K - $9.53K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Rvw Wealth, LLC
|
SELL
|
- |
-34.5KClosed |
$1.11M - $1.56M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.7KNew |
$54.6K - $76.8K
|
1.7K
$146K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-52Closed |
$1.51K - $2.71K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-21.8KClosed |
$631K - $1.13M
|
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
|
Dakota Wealth Management
|
SELL
|
- |
-1.41KClosed |
$40.8K - $73.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-738Closed |
$21.4K - $38.4K
|
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
$220K
|
|
|
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
|
|