Latest Institutional Purchases of Ishares Tr (IYG)
This list provides information on the latest institutional transactions involving Ishares Tr (IYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
10KNew |
$469K - $1.69M
|
10K
$896K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.12KNew |
$146K - $528K
|
3.12K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$97.5K - $351K
|
2.08K
$186K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.03KNew |
$95.2K - $343K
|
2.03K
$182K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.64KNew |
$76.9K - $277K
|
1.64K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
815+ 708.7% |
$38.2K - $138K
|
930
$83.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
210+ 5.34% |
$9.85K - $35.5K
|
4.14K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
134+ 558.33% |
$6.29K - $22.7K
|
158
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120New |
$5.63K - $20.3K
|
120
$10.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
84+ 5.74% |
$3.94K - $14.2K
|
1.55K
$139K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
60New |
$2.82K - $10.2K
|
60
$5.37K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
55New |
$2.58K - $9.31K
|
55
$4.93K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
42New |
$1.97K - $7.11K
|
42
$3.76K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
12+ 0.27% |
$563 - $2.03K
|
4.52K
$405K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.63% |
$93.8 - $338
|
321
$28.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.6KNew |
$75.3K - $91.5K
|
1.6K
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.5KNew |
$70.6K - $85.7K
|
1.5K
$134K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
942+ 22.89% |
$44.3K - $53.8K
|
5.06K
$453K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
299New |
$14.1K - $17.1K
|
299
$26.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
97New |
$4.57K - $5.54K
|
97
$8.69K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17+ 30.91% |
$800 - $972
|
72
$6.45K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.29% |
$47.1 - $57.2
|
349
$31.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1+ 0.23% |
$47.1 - $57.2
|
429
$38.4K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.24KNew |
$301K - $376K
|
6.24K
$559K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.92KNew |
$141K - $176K
|
2.92K
$261K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$83.5K - $104K
|
1.73K
$155K
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.65KNew |
$79.7K - $99.4K
|
1.65K
$148K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
63New |
$3.04K - $3.79K
|
63
$5.64K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36New |
$1.74K - $2.17K
|
36
$3.22K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
16New |
$772 - $964
|
16
$1.43K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13New |
$628 - $783
|
13
$1.16K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$48.3 - $60.2
|
1
$89.6
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 2.04% |
$48.3 - $60.2
|
50
$4.48K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.2KNew |
$571K - $690K
|
10.2K
$914K
|
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.24KNew |
$69.1K - $83.5K
|
1.24K
$111K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
475+ 114.46% |
$26.6K - $32.1K
|
890
$79.7K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
85New |
$4.76K - $5.75K
|
85
$7.61K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
CALL |
9.6KNew |
$593K - $651K
|
9.6K
$860K
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.5KNew |
$92.7K - $102K
|
1.5K
$134K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
150New |
$9.27K - $10.2K
|
150
$13.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
24New |
$1.48K - $1.63K
|
24
$2.15K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
155New |
$9.21K - $10.1K
|
155
$13.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
15New |
$891 - $974
|
15
$1.34K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.43KNew |
$141K - $155K
|
2.43K
$218K
|
|
|
Jul 12, 2021
Q2 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
112+ 10.21% |
$6.48K - $7.12K
|
1.21K
$108K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
78New |
$4.51K - $4.96K
|
78
$6.99K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
11KNew |
$427K - $478K
|
11K
$983K
|
|
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$15.6K - $17.4K
|
400
$35.8K
|
|
| Q2 2020 | |||||||
|
Jul 13, 2020
Q2 2020
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.7KNew |
$54.6K - $76.8K
|
1.7K
$152K
|
|