Purchases and Sales Made in Q2 2022 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36New |
$1.74K - $2.17K
|
36
$2.84K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
35+ 2.07% |
$1.69K - $2.11K
|
1.72K
$136K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33+ 0.38% |
$1.59K - $1.99K
|
8.72K
$689K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33New |
$1.59K - $1.99K
|
33
$2.61K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30New |
$1.45K - $1.81K
|
30
$2.37K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
26+ 0.2% |
$1.26K - $1.57K
|
13.3K
$1.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
24+ 0.05% |
$1.16K - $1.45K
|
49.9K
$3.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 3.66% |
$966 - $1.2K
|
566
$44.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
18+ 1.24% |
$869 - $1.08K
|
1.47K
$116K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
17+ 0.41% |
$821 - $1.02K
|
4.21K
$333K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
16New |
$772 - $964
|
16
$1.26K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15New |
$724 - $903
|
15
$1.18K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13New |
$628 - $783
|
13
$1.03K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.01% |
$531 - $663
|
123K
$9.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 3.49% |
$531 - $663
|
326
$25.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
10+ 0.51% |
$483 - $602
|
1.95K
$154K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
6New |
$290 - $361
|
6
$474
|
|
|
Aug 04, 2022
Q2 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
5+ 0.02% |
$241 - $301
|
21.9K
$1.73M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.13% |
$96.6 - $120
|
1.55K
$123K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.63% |
$96.6 - $120
|
317
$25K
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$96.6 - $120
|
3.58K
$283K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.06% |
$96.6 - $120
|
3.16K
$249K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.06% |
$48.3 - $60.2
|
1.55K
$123K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.93% |
$48.3 - $60.2
|
108
$8.53K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.13% |
$48.3 - $60.2
|
767
$60.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$48.3 - $60.2
|
1
$79
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 2.04% |
$48.3 - $60.2
|
50
$3.95K
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$48.3 - $60.2
|
1.99K
$157K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.61% |
$48.3 - $60.2
|
165
$13K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.06% |
$48.3 - $60.2
|
1.55K
$122K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 0.02% |
$48.3 - $60.2
|
4.16K
$329K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.56% |
$290 - $361
|
1.06K
$83.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-7- 4.7% |
$338 - $422
|
142
$11.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-7- 0.02% |
$338 - $422
|
30.1K
$2.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.31% |
$724 - $903
|
4.82K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-27- 6.22% |
$1.3K - $1.63K
|
407
$32.1K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-29Closed |
$1.4K - $1.75K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-32Closed |
$1.54K - $1.93K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 1.3% |
$1.54K - $1.93K
|
2.44K
$192K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33- 0.64% |
$1.59K - $1.99K
|
5.13K
$406K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-38- 25.17% |
$1.83K - $2.29K
|
113
$8.93K
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-38- 15.14% |
$1.83K - $2.29K
|
213
$16.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-38- 1.82% |
$1.83K - $2.29K
|
2.05K
$162K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-39- 25.32% |
$1.88K - $2.35K
|
115
$9.08K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-40Closed |
$1.93K - $2.41K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-40- 2.31% |
$1.93K - $2.41K
|
1.69K
$133K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-40Closed |
$1.93K - $2.41K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 2.08% |
$2.37K - $2.95K
|
2.3K
$182K
|