Purchases and Sales Made in Q4 2021 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$12.4K - $13.6K
|
200
$15.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
188+ 2.77% |
$11.6K - $12.8K
|
6.97K
$550K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
163+ 2.05% |
$10.1K - $11.1K
|
8.11K
$640K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
163New |
$10.1K - $11.1K
|
163
$12.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
152+ 4.43% |
$9.39K - $10.3K
|
3.58K
$283K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
151New |
$9.33K - $10.2K
|
151
$11.9K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
150New |
$9.27K - $10.2K
|
150
$11.8K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
139+ 6.75% |
$8.59K - $9.43K
|
2.2K
$174K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
126+ 3.16% |
$7.79K - $8.55K
|
4.11K
$325K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
125+ 5.65% |
$7.72K - $8.48K
|
2.34K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
116+ 892.31% |
$7.17K - $7.87K
|
129
$10.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
108New |
$6.67K - $7.33K
|
108
$8.53K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
103+ 1.22% |
$6.36K - $6.99K
|
8.54K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
89+ 12.73% |
$5.5K - $6.04K
|
788
$62.2K
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
83+ 1.83% |
$5.13K - $5.63K
|
4.61K
$364K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
79+ 7.87% |
$4.88K - $5.36K
|
1.08K
$85.5K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
78New |
$4.82K - $5.29K
|
78
$6.16K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
72+ 4.64% |
$4.45K - $4.89K
|
1.62K
$128K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
63+ 1.67% |
$3.89K - $4.27K
|
3.85K
$304K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
60+ 80.0% |
$3.71K - $4.07K
|
135
$10.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 9.36% |
$3.27K - $3.6K
|
619
$48.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50New |
$3.09K - $3.39K
|
50
$3.95K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
45New |
$2.78K - $3.05K
|
45
$3.55K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
39+ 33.91% |
$2.41K - $2.65K
|
154
$12.2K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
38+ 1.6% |
$2.35K - $2.58K
|
2.41K
$190K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
38+ 0.88% |
$2.35K - $2.58K
|
4.36K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38+ 0.91% |
$2.35K - $2.58K
|
4.23K
$334K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
37+ 0.28% |
$2.29K - $2.51K
|
13.5K
$1.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
34+ 1.13% |
$2.1K - $2.31K
|
3.04K
$240K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
32New |
$1.98K - $2.17K
|
32
$2.53K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31+ 0.94% |
$1.92K - $2.1K
|
3.33K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
24New |
$1.48K - $1.63K
|
24
$1.9K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
22New |
$1.36K - $1.49K
|
22
$1.74K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 2.03% |
$1.36K - $1.49K
|
1.11K
$87.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20New |
$1.24K - $1.36K
|
20
$1.58K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19+ 21.84% |
$1.17K - $1.29K
|
106
$8.37K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
17+ 0.83% |
$1.05K - $1.15K
|
2.06K
$163K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
14+ 1.14% |
$865 - $950
|
1.24K
$97.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 1.0% |
$680 - $746
|
1.11K
$87.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
7New |
$433 - $475
|
7
$553
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.28% |
$371 - $407
|
2.18K
$172K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5New |
$309 - $339
|
5
$395
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
4+ 0.02% |
$247 - $271
|
21.9K
$1.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
3+ 0.1% |
$185 - $204
|
3.11K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.3% |
$185 - $204
|
1.01K
$79.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2+ 0.15% |
$124 - $136
|
1.38K
$109K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.15% |
$124 - $136
|
1.34K
$106K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.94% |
$61.8 - $67.9
|
107
$8.45K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.28% |
$61.8 - $67.9
|
79
$6.24K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$61.8 - $67.9
|
1
$79
|