Purchases and Sales Made in Q1 2022 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.69K+ 24.92% |
$94.4K - $114K
|
8.46K
$668K
|
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.69K+ 4.87% |
$94.4K - $114K
|
36.3K
$2.87M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62K+ 28.64% |
$90.7K - $110K
|
7.28K
$575K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.6K+ 4.53% |
$89.6K - $108K
|
36.9K
$2.91M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
1.53K+ 27.99% |
$85.8K - $104K
|
7.01K
$553K
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.36KNew |
$76K - $91.8K
|
1.36K
$107K
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.31KNew |
$73.1K - $88.4K
|
1.31K
$103K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.18K+ 0.86% |
$66.1K - $79.8K
|
138K
$10.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.16KNew |
$64.7K - $78.1K
|
1.16K
$91.2K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.15KNew |
$64.4K - $77.8K
|
1.15K
$90.8K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.15K+ 3.85% |
$64.1K - $77.5K
|
30.9K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
1.12KNew |
$62.4K - $75.4K
|
1.12K
$88.1K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09K+ 33.65% |
$60.7K - $73.4K
|
4.31K
$340K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.07KNew |
$60K - $72.5K
|
1.07K
$84.6K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.04K+ 2.13% |
$58.3K - $70.5K
|
49.9K
$3.94M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
769New |
$43K - $52K
|
769
$60.7K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
544+ 54.13% |
$30.5K - $36.8K
|
1.55K
$122K
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
517+ 2.04% |
$28.9K - $35K
|
25.9K
$2.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
503+ 38.78% |
$28.2K - $34K
|
1.8K
$142K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
475+ 114.46% |
$26.6K - $32.1K
|
890
$70.3K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
448+ 17.66% |
$25.1K - $30.3K
|
2.99K
$236K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
446+ 446.0% |
$25K - $30.2K
|
546
$43.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
401+ 1.04% |
$22.4K - $27.1K
|
39.1K
$3.09M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
393+ 4.78% |
$22K - $26.6K
|
8.62K
$681K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
373+ 4.82% |
$20.9K - $25.2K
|
8.12K
$641K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
351+ 26.14% |
$19.6K - $23.7K
|
1.69K
$134K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
329+ 6.28% |
$18.4K - $22.3K
|
5.56K
$440K
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
320+ 1.66% |
$17.9K - $21.6K
|
19.6K
$1.54M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
306+ 8.77% |
$17.1K - $20.7K
|
3.8K
$300K
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
265New |
$14.8K - $17.9K
|
265
$20.9K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
259+ 1.95% |
$14.5K - $17.5K
|
13.5K
$1.07M
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
257+ 5.57% |
$14.4K - $17.4K
|
4.87K
$385K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
240+ 30.46% |
$13.4K - $16.2K
|
1.03K
$81.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Carroll Investors, Inc
|
BUY
|
- |
226New |
$12.7K - $15.3K
|
226
$17.9K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
219New |
$12.3K - $14.8K
|
219
$17.3K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
213+ 560.53% |
$11.9K - $14.4K
|
251
$19.8K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
203New |
$11.4K - $13.7K
|
203
$16K
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
184+ 17.05% |
$10.3K - $12.4K
|
1.26K
$99.8K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
139+ 12.55% |
$7.78K - $9.4K
|
1.25K
$98.5K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
126+ 8.85% |
$7.05K - $8.52K
|
1.55K
$122K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
125+ 8.78% |
$7K - $8.46K
|
1.55K
$122K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
124New |
$6.94K - $8.39K
|
124
$9.79K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
117New |
$6.55K - $7.92K
|
117
$9.24K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
115New |
$6.44K - $7.78K
|
115
$9.08K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
115+ 10.83% |
$6.44K - $7.78K
|
1.18K
$93K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
109New |
$6.1K - $7.37K
|
109
$8.61K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
101+ 3.44% |
$5.65K - $6.83K
|
3.04K
$240K
|
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
85+ 0.19% |
$4.76K - $5.75K
|
44.3K
$3.5M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
85+ 3.87% |
$4.76K - $5.75K
|
2.28K
$180K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
85New |
$4.76K - $5.75K
|
85
$6.71K
|