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 |
|---|---|---|---|---|---|---|---|
|
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
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14- 17.5% |
N/A
|
66
$5.68K
|
|
|
Aug 01, 2019
Q2 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
N/A
|
200
$17.2K
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-306Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-179Closed |
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
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-260Closed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.61KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.04KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
150New |
N/A
|
150
$12.9K
|
|
|
Jan 28, 2019
Q4 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-32Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
725KNew |
N/A
|
725K
$62.3M
|
|
|
Nov 14, 2018
Q3 2018
|
Meitav Dash Investments LTD
|
SELL
|
- |
-94.5KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Cavalier Investments, LLC
|
SELL
|
- |
-28.6KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Round Table Services, LLC
|
SELL
|
- |
-3.22KClosed |
N/A
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Feb 13, 2024
Q2 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-259Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2021
Q2 2018
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-6.1KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-429Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-34.3KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-169Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sandy Spring Bank
|
SELL
|
- |
-85Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Bartlett & Co. LLC
|
SELL
|
- |
-259Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Avestar Capital, LLC
|
SELL
|
- |
-95Closed |
N/A
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.89KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.79KClosed |
N/A
|
0
$0
|
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-119Closed |
N/A
|
0
$0
|
|