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 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
83+ 2.02% |
$4.65K - $5.61K
|
4.2K
$331K
|
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
82+ 0.27% |
$4.59K - $5.55K
|
30.1K
$2.38M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
65+ 1.36% |
$3.64K - $4.4K
|
4.83K
$382K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
59+ 4.77% |
$3.3K - $3.99K
|
1.3K
$102K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$2.8K - $3.38K
|
50
$3.95K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49+ 4.43% |
$2.74K - $3.31K
|
1.16K
$91.3K
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
47+ 1.51% |
$2.63K - $3.18K
|
3.15K
$249K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
42+ 2.59% |
$2.35K - $2.84K
|
1.67K
$132K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
41New |
$2.3K - $2.77K
|
41
$3.24K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
40New |
$2.24K - $2.71K
|
40
$3.16K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
35+ 17.33% |
$1.96K - $2.37K
|
237
$18.7K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22+ 1.9% |
$1.23K - $1.49K
|
1.18K
$93.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
20+ 0.93% |
$1.12K - $1.35K
|
2.17K
$171K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18+ 0.77% |
$1.01K - $1.22K
|
2.35K
$186K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
10+ 7.69% |
$560 - $677
|
140
$11.1K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9+ 0.72% |
$504 - $609
|
1.26K
$99.4K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.41% |
$448 - $541
|
1.94K
$154K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6+ 4.65% |
$336 - $406
|
135
$10.7K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
6+ 0.1% |
$336 - $406
|
6.09K
$481K
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
5+ 0.02% |
$280 - $338
|
21.9K
$1.73M
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$112 - $135
|
3.58K
$283K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$56 - $67.7
|
164
$13K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1Closed |
$56 - $67.7
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-5Closed |
$280 - $338
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7Closed |
$392 - $474
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-7Closed |
$392 - $474
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7- 3.04% |
$392 - $474
|
223
$17.6K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 1.29% |
$560 - $677
|
766
$60.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-11Closed |
$616 - $744
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-16- 3.56% |
$896 - $1.08K
|
434
$34.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19- 0.76% |
$1.06K - $1.29K
|
2.48K
$196K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-20Closed |
$1.12K - $1.35K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-22Closed |
$1.23K - $1.49K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-23- 1.6% |
$1.29K - $1.56K
|
1.41K
$112K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-27- 52.94% |
$1.51K - $1.83K
|
24
$1.9K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-27- 15.34% |
$1.51K - $1.83K
|
149
$11.8K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-34- 1.12% |
$1.9K - $2.3K
|
3.01K
$238K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-34- 9.74% |
$1.9K - $2.3K
|
315
$24.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-40- 2.68% |
$2.24K - $2.71K
|
1.45K
$115K
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-45- 3.61% |
$2.52K - $3.04K
|
1.2K
$94.9K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-45Closed |
$2.52K - $3.04K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$2.8K - $3.38K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-52- 3.29% |
$2.91K - $3.52K
|
1.53K
$121K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-53- 3.85% |
$2.97K - $3.59K
|
1.32K
$104K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-57- 8.77% |
$3.19K - $3.86K
|
593
$46.8K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-68- 3.3% |
$3.81K - $4.6K
|
1.99K
$157K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-76- 0.53% |
$4.25K - $5.14K
|
14.1K
$1.12M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-78Closed |
$4.37K - $5.28K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-89- 2.04% |
$4.98K - $6.02K
|
4.27K
$338K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-96- 10.2% |
$5.37K - $6.49K
|
845
$66.7K
|