Purchases and Sales Made in Q3 2021 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
148New |
$8.8K - $9.61K
|
148
$11.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
145New |
$8.62K - $9.42K
|
145
$11.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
130+ 9.14% |
$7.73K - $8.44K
|
1.55K
$123K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
99New |
$5.88K - $6.43K
|
99
$7.82K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 4.55% |
$5.35K - $5.85K
|
2.07K
$163K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
75New |
$4.46K - $4.87K
|
75
$5.92K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72+ 0.2% |
$4.28K - $4.68K
|
36.2K
$2.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
71+ 0.62% |
$4.22K - $4.61K
|
11.5K
$910K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
67+ 1.99% |
$3.98K - $4.35K
|
3.43K
$271K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
52+ 10.12% |
$3.09K - $3.38K
|
566
$44.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
50+ 2.96% |
$2.97K - $3.25K
|
1.74K
$138K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
50New |
$2.97K - $3.25K
|
50
$3.95K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
48+ 2.39% |
$2.85K - $3.12K
|
2.06K
$163K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
48+ 685.71% |
$2.85K - $3.12K
|
55
$4.34K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
41+ 26.45% |
$2.44K - $2.66K
|
196
$15.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
38+ 0.28% |
$2.26K - $2.47K
|
13.4K
$1.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
38New |
$2.26K - $2.47K
|
38
$3K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
33+ 1.54% |
$1.96K - $2.14K
|
2.17K
$171K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
29New |
$1.72K - $1.88K
|
29
$2.29K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
23+ 0.76% |
$1.37K - $1.49K
|
3.06K
$242K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
22+ 1.83% |
$1.31K - $1.43K
|
1.22K
$96.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
21+ 1.79% |
$1.25K - $1.36K
|
1.19K
$94.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16+ 0.74% |
$951 - $1.04K
|
2.19K
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
15New |
$891 - $974
|
15
$1.18K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
13New |
$773 - $844
|
13
$1.03K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12+ 0.99% |
$713 - $780
|
1.22K
$96.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
4+ 0.02% |
$238 - $260
|
21.9K
$1.73M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3New |
$178 - $195
|
3
$237
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
3+ 0.15% |
$178 - $195
|
2.04K
$161K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.15% |
$178 - $195
|
2.04K
$161K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.15% |
$119 - $130
|
1.34K
$106K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1+ 0.14% |
$59.4 - $65
|
727
$57.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.27% |
$59.4 - $65
|
368
$29.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7Closed |
$416 - $455
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8- 5.52% |
$475 - $520
|
137
$10.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-9- 13.85% |
$535 - $585
|
56
$4.42K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-15- 1.04% |
$891 - $974
|
1.42K
$112K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-15- 1.04% |
$891 - $974
|
1.42K
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-17Closed |
$1.01K - $1.1K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-18- 26.09% |
$1.07K - $1.17K
|
51
$4.03K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-19- 0.8% |
$1.13K - $1.23K
|
2.37K
$187K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-20Closed |
$1.19K - $1.3K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-27- 17.2% |
$1.6K - $1.75K
|
130
$10.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-28- 2.14% |
$1.66K - $1.82K
|
1.28K
$101K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-30Closed |
$1.78K - $1.95K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-30- 1.96% |
$1.78K - $1.95K
|
1.5K
$119K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37- 0.87% |
$2.2K - $2.4K
|
4.2K
$331K
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-45- 0.09% |
$2.67K - $2.92K
|
49.7K
$3.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58- 1.14% |
$3.45K - $3.77K
|
5.02K
$397K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64- 5.57% |
$3.8K - $4.16K
|
1.09K
$85.7K
|