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 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
63New |
$3.04K - $3.79K
|
63
$4.98K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-32Closed |
$1.54K - $1.93K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-12.6KClosed |
$608K - $758K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.19KClosed |
$57.5K - $71.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-99.1KClosed |
$4.78M - $5.97M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.12KClosed |
$392K - $489K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-22Closed |
$1.23K - $1.49K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.85KClosed |
$215K - $260K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-78Closed |
$4.37K - $5.28K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.6KClosed |
$652K - $788K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.21KClosed |
$67.7K - $81.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-7Closed |
$392 - $474
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.2KNew |
$571K - $690K
|
10.2K
$806K
|
|
|
May 12, 2022
Q1 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.18KClosed |
$65.8K - $79.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-45Closed |
$2.52K - $3.04K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7Closed |
$392 - $474
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Signify Wealth
|
SELL
|
- |
-38.1KClosed |
$2.13M - $2.57M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.97KClosed |
$390K - $471K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-15.5KClosed |
$869K - $1.05M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
85New |
$4.76K - $5.75K
|
85
$6.71K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
475+ 114.46% |
$26.6K - $32.1K
|
890
$70.3K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$2.8K - $3.38K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5Closed |
$280 - $338
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-20Closed |
$1.12K - $1.35K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-99Closed |
$5.54K - $6.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-11Closed |
$616 - $744
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-4.8KClosed |
$269K - $325K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.6KClosed |
$89.5K - $108K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-355Closed |
$19.9K - $24K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.21KClosed |
$67.6K - $81.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-136KClosed |
$7.6M - $9.18M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.53KClosed |
$85.8K - $104K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-596KClosed |
$33.4M - $40.3M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-46- 4.01% |
$2.84K - $3.12K
|
1.1K
$87K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
150New |
$9.27K - $10.2K
|
150
$11.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-56Closed |
$3.46K - $3.8K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
CALL |
9.6KNew |
$593K - $651K
|
9.6K
$758K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3KClosed |
$185K - $204K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-553Closed |
$34.2K - $37.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-289Closed |
$17.9K - $19.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-14.4KClosed |
$893K - $980K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
24New |
$1.48K - $1.63K
|
24
$1.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.5KClosed |
$92.7K - $102K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.5KNew |
$92.7K - $102K
|
1.5K
$118K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-181Closed |
$11.2K - $12.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-165Closed |
$10.2K - $11.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-306Closed |
$18.9K - $20.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-148Closed |
$9.14K - $10K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-366Closed |
$22.6K - $24.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-29Closed |
$1.79K - $1.97K
|
0
$0
|
|