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 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-53- 2.13% |
$2.56K - $3.19K
|
2.43K
$194K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-61- 1.62% |
$2.95K - $3.67K
|
3.71K
$296K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-75- 53.57% |
$3.62K - $4.52K
|
65
$5.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.99% |
$4.35K - $5.42K
|
2.92K
$234K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-100- 66.67% |
$4.83K - $6.02K
|
50
$4K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-100- 0.88% |
$4.83K - $6.02K
|
11.3K
$905K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-109Closed |
$5.26K - $6.57K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-109- 4.86% |
$5.26K - $6.57K
|
2.13K
$171K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-117Closed |
$5.65K - $7.05K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-124Closed |
$5.99K - $7.47K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-130- 1.48% |
$6.28K - $7.83K
|
8.64K
$691K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-134- 52.14% |
$6.47K - $8.07K
|
123
$9.84K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-135Closed |
$6.52K - $8.13K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-135- 56.96% |
$6.52K - $8.13K
|
102
$8.16K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-137Closed |
$6.61K - $8.25K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-143- 3.35% |
$6.9K - $8.61K
|
4.13K
$330K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-189- 0.61% |
$9.12K - $11.4K
|
30.7K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-203Closed |
$9.8K - $12.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-220- 5.4% |
$10.6K - $13.3K
|
3.85K
$308K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-226Closed |
$10.9K - $13.6K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-240Closed |
$11.6K - $14.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-252- 42.5% |
$12.2K - $15.2K
|
341
$27.3K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-257- 1.06% |
$12.4K - $15.5K
|
24.1K
$1.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-258- 8.64% |
$12.5K - $15.5K
|
2.73K
$218K
|
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-265Closed |
$12.8K - $16K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-357- 16.64% |
$17.2K - $21.5K
|
1.79K
$143K
|
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-412- 18.6% |
$19.9K - $24.8K
|
1.8K
$144K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-478- 2.26% |
$23.1K - $28.8K
|
20.7K
$1.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-491- 7.38% |
$23.7K - $29.6K
|
6.16K
$493K
|
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-500- 25.0% |
$24.1K - $30.1K
|
1.5K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-523- 10.32% |
$25.3K - $31.5K
|
4.55K
$364K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-535- 52.04% |
$25.8K - $32.2K
|
493
$39.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-548- 7.82% |
$26.5K - $33K
|
6.46K
$516K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-587- 9.64% |
$28.3K - $35.4K
|
5.5K
$440K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-608- 7.34% |
$29.4K - $36.6K
|
7.68K
$614K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-610- 0.3% |
$29.5K - $36.7K
|
205K
$16.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-612- 14.8% |
$29.5K - $36.9K
|
3.52K
$282K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-654- 85.05% |
$31.6K - $39.4K
|
115
$9.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-662Closed |
$32K - $39.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-666- 6.19% |
$32.2K - $40.1K
|
10.1K
$808K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-671- 6.93% |
$32.4K - $40.4K
|
9.02K
$721K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-672- 79.53% |
$32.4K - $40.5K
|
173
$13.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-703- 1.11% |
$33.9K - $42.3K
|
62.8K
$5.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-704- 8.91% |
$34K - $42.4K
|
7.2K
$576K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-795- 4.02% |
$38.4K - $47.9K
|
19K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-909- 38.62% |
$43.9K - $54.7K
|
1.45K
$116K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-950- 12.83% |
$45.9K - $57.2K
|
6.46K
$516K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-999Closed |
$48.2K - $60.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.07KClosed |
$51.7K - $64.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
SELL
|
- |
-1.12KClosed |
$53.8K - $67.2K
|
0
$0
|