Latest Institutional Transactions on Ishares Tr (IYG)
This table provides information on the latest institutional transactions involving Ishares Tr (IYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2020
Q1 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.52KClosed |
$131K - $235K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.47KClosed |
$42.5K - $76.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-738Closed |
$21.4K - $38.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.41KClosed |
$40.8K - $73.4K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-70Closed |
$2.03K - $3.64K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.64KClosed |
$47.6K - $85.5K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.08% |
$87 - $102
|
2.56K
$199K
|
|
|
Feb 03, 2020
Q4 2019
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-61Closed |
$2.65K - $3.1K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Advantage, Inc.
|
SELL
|
- |
-440Closed |
$19.1K - $22.4K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.12KClosed |
$48.9K - $57.1K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
- |
-276Closed |
$12K - $14K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-1.2KClosed |
$52.2K - $61K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-20KClosed |
$907K - $931K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.68KClosed |
$121K - $124K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-650Closed |
$29.5K - $30.2K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-250Closed |
$11.3K - $11.6K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$63.6K - $65.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-219Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-25.3KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
N/A
|
200
$15.5K
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14- 17.5% |
N/A
|
66
$5.13K
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-306Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-179Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Riverview Trust CO
|
SELL
|
- |
-56Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-134Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-2.06KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.73KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-260Closed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-116Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.61KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.56KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.04KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
150New |
N/A
|
150
$11.7K
|
|
|
Jan 28, 2019
Q4 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.55KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-32Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Meitav Dash Investments LTD
|
SELL
|
- |
-94.5KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
725KNew |
N/A
|
725K
$56.3M
|
|
|
Nov 14, 2018
Q3 2018
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Cavalier Investments, LLC
|
SELL
|
- |
-28.6KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Destination Wealth Management
|
SELL
|
- |
-14Closed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Round Table Services, LLC
|
SELL
|
- |
-3.22KClosed |
N/A
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Feb 13, 2024
Q2 2018
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-259Closed |
N/A
|
0
$0
|
|