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
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.5K- 31.82% |
$217K - $271K
|
9.64K
$761K
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.87KClosed |
$235K - $293K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.43K- 8.0% |
$262K - $327K
|
62.5K
$4.94M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.6KClosed |
$270K - $337K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.51K- 58.02% |
$314K - $392K
|
4.71K
$372K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.81K- 80.53% |
$329K - $410K
|
1.65K
$130K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-8KClosed |
$386K - $482K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.12KClosed |
$392K - $489K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-8.45KClosed |
$408K - $509K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8.62KClosed |
$416K - $519K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.06K- 6.56% |
$437K - $546K
|
129K
$10.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.92K- 32.85% |
$479K - $597K
|
20.3K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1K- 58.39% |
$537K - $670K
|
7.93K
$626K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 37.99% |
$562K - $701K
|
19K
$1.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.8K- 24.7% |
$568K - $708K
|
35.8K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.3K- 33.14% |
$594K - $741K
|
24.8K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.5KClosed |
$603K - $752K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-12.6KClosed |
$608K - $758K
|
0
$0
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-13.1K- 97.78% |
$634K - $791K
|
299
$23.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13.2KClosed |
$637K - $795K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.7K- 11.15% |
$711K - $887K
|
117K
$9.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-15.6K- 42.53% |
$752K - $939K
|
21.1K
$1.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 3.86% |
$893K - $1.11M
|
461K
$36.4M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 3.86% |
$893K - $1.11M
|
461K
$36.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-19.1KClosed |
$923K - $1.15M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.8K- 80.96% |
$956K - $1.19M
|
4.66K
$368K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-21K- 92.42% |
$1.01M - $1.26M
|
1.72K
$136K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.5K- 66.52% |
$1.18M - $1.47M
|
12.3K
$972K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.7K- 48.21% |
$1.34M - $1.67M
|
29.7K
$2.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29.7KClosed |
$1.44M - $1.79M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.7K- 93.58% |
$1.53M - $1.91M
|
2.17K
$172K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-33.2K- 84.97% |
$1.6M - $2M
|
5.88K
$464K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-39.1K- 7.76% |
$1.89M - $2.35M
|
464K
$36.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.7K- 21.03% |
$2.26M - $2.81M
|
175K
$13.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-57.6K- 99.95% |
$2.78M - $3.47M
|
29
$2.29K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.7K- 54.35% |
$3.22M - $4.02M
|
56.1K
$4.43M
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-99.1KClosed |
$4.78M - $5.97M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-346K- 99.45% |
$16.7M - $20.8M
|
1.93K
$152K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-447KClosed |
$21.6M - $26.9M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-472K- 87.48% |
$22.8M - $28.4M
|
67.5K
$5.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-486K- 64.94% |
$23.5M - $29.3M
|
262K
$20.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-598K- 64.36% |
$28.9M - $36M
|
331K
$26.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-600K- 81.35% |
$28.9M - $36.1M
|
137K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-643K- 66.28% |
$31M - $38.7M
|
327K
$25.8M
|