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 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-84- 3.13% |
$4.99K - $5.46K
|
2.6K
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-90Closed |
$5.35K - $5.85K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-92- 20.54% |
$5.47K - $5.98K
|
356
$28.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-94Closed |
$5.59K - $6.11K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-95- 1.53% |
$5.65K - $6.17K
|
6.12K
$483K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-97- 1.54% |
$5.76K - $6.3K
|
6.22K
$491K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-106- 2.59% |
$6.3K - $6.89K
|
3.99K
$315K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-111- 3.66% |
$6.6K - $7.21K
|
2.92K
$230K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-111Closed |
$6.6K - $7.21K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-120- 4.7% |
$7.13K - $7.8K
|
2.44K
$192K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-133Closed |
$7.9K - $8.64K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
SELL
|
- |
-140- 0.51% |
$8.32K - $9.09K
|
27.3K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150Closed |
$8.91K - $9.74K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-157- 2.78% |
$9.33K - $10.2K
|
5.5K
$434K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-192- 14.34% |
$11.4K - $12.5K
|
1.15K
$90.6K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-192- 14.34% |
$11.4K - $12.5K
|
1.15K
$90.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-199- 11.61% |
$11.8K - $12.9K
|
1.52K
$120K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-230- 7.29% |
$13.7K - $14.9K
|
2.92K
$231K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-242- 13.07% |
$14.4K - $15.7K
|
1.61K
$127K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-288- 2.62% |
$17.1K - $18.7K
|
10.7K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-325- 2.2% |
$19.3K - $21.1K
|
14.4K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-351- 1.57% |
$20.9K - $22.8K
|
22K
$1.74M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-396- 14.19% |
$23.5K - $25.7K
|
2.4K
$189K
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-450- 3.04% |
$26.7K - $29.2K
|
14.4K
$1.14M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-465- 23.64% |
$27.6K - $30.2K
|
1.5K
$119K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-482- 2.68% |
$28.6K - $31.3K
|
17.5K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-548- 28.53% |
$32.6K - $35.6K
|
1.37K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-650Closed |
$38.6K - $42.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-651- 2.49% |
$38.7K - $42.3K
|
25.5K
$2.02M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04K- 92.27% |
$61.7K - $67.5K
|
87
$6.87K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.06K- 2.0% |
$62.7K - $68.5K
|
51.6K
$4.08M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.36K- 25.02% |
$80.6K - $88.2K
|
4.07K
$321K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$86.5K - $94.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.49KClosed |
$88.7K - $96.9K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.6K- 72.07% |
$94.8K - $104K
|
618
$48.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.6K- 42.11% |
$95.1K - $104K
|
2.2K
$174K
|
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.8K- 74.62% |
$107K - $117K
|
613
$48.4K
|
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.86KClosed |
$111K - $121K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.13K- 4.03% |
$127K - $138K
|
50.7K
$4M
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.75KClosed |
$164K - $179K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.57KClosed |
$212K - $232K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.35K- 25.41% |
$259K - $283K
|
12.8K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.33K- 29.08% |
$376K - $411K
|
15.4K
$1.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.67KClosed |
$396K - $433K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 9.31% |
$630K - $689K
|
103K
$8.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12.6KClosed |
$746K - $816K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-13.2KClosed |
$786K - $859K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.4K- 10.6% |
$855K - $935K
|
121K
$9.59M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.4KClosed |
$1.09M - $1.19M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-20.9K- 92.97% |
$1.24M - $1.36M
|
1.58K
$125K
|