Purchases and Sales Made in Q1 2023 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-508- 6.95% |
$73.8K - $89.5K
|
6.8K
$533K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-525- 9.48% |
$76.2K - $92.5K
|
5.02K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-536- 5.11% |
$77.8K - $94.5K
|
9.95K
$780K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-541- 57.13% |
$78.6K - $95.3K
|
406
$31.8K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-600- 13.76% |
$87.1K - $106K
|
3.76K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-695- 32.97% |
$101K - $122K
|
1.41K
$111K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-814- 2.96% |
$118K - $143K
|
26.7K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-840- 20.7% |
$122K - $148K
|
3.22K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-850- 48.79% |
$123K - $150K
|
892
$70K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.02K- 1.65% |
$148K - $180K
|
60.6K
$4.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.04K- 78.8% |
$151K - $183K
|
280
$22K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.11K- 6.15% |
$161K - $195K
|
16.9K
$1.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-1.18K- 7.39% |
$172K - $208K
|
14.8K
$1.16M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.25K- 7.58% |
$182K - $220K
|
15.2K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.34K- 43.61% |
$195K - $237K
|
1.74K
$136K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.35K- 22.68% |
$195K - $237K
|
4.59K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.36K- 27.11% |
$197K - $239K
|
3.65K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.43K- 50.87% |
$207K - $251K
|
1.38K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.48K- 1.11% |
$215K - $261K
|
131K
$10.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.56K- 31.54% |
$227K - $275K
|
3.39K
$266K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.6K- 89.37% |
$232K - $282K
|
190
$14.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.84K- 51.36% |
$267K - $324K
|
1.74K
$137K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.96K- 45.56% |
$284K - $345K
|
2.34K
$183K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.1K- 20.97% |
$304K - $369K
|
7.9K
$619K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.28K- 27.65% |
$331K - $401K
|
5.96K
$467K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.31K- 11.55% |
$335K - $406K
|
17.7K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.37K- 46.81% |
$344K - $417K
|
2.69K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.47K- 5.91% |
$358K - $435K
|
39.3K
$3.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-2.52K- 6.11% |
$367K - $445K
|
38.8K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.54K- 28.95% |
$369K - $448K
|
6.25K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.76K- 48.61% |
$400K - $486K
|
2.91K
$229K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.16K- 50.74% |
$459K - $557K
|
3.07K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.77K- 31.53% |
$548K - $665K
|
8.19K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.1K- 2.37% |
$595K - $722K
|
169K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.86K- 35.78% |
$705K - $856K
|
8.72K
$683K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.62K- 9.27% |
$816K - $990K
|
55K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-5.85K- 13.53% |
$850K - $1.03M
|
37.4K
$2.93M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.96K- 14.17% |
$1.01M - $1.23M
|
42.2K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.14K- 6.49% |
$1.04M - $1.26M
|
103K
$8.07M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.84K- 31.25% |
$1.14M - $1.38M
|
17.2K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.27K- 42.24% |
$1.2M - $1.46M
|
11.3K
$886K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.98K- 24.25% |
$1.3M - $1.58M
|
28K
$2.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9.63K- 54.05% |
$1.4M - $1.7M
|
8.19K
$642K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.1K- 3.19% |
$1.46M - $1.77M
|
305K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-10.1K- 59.76% |
$1.47M - $1.78M
|
6.8K
$533K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.5K- 64.67% |
$1.67M - $2.03M
|
6.3K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.9K- 76.75% |
$2.31M - $2.8M
|
4.81K
$377K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.4K- 37.94% |
$2.52M - $3.06M
|
28.4K
$2.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.5K- 97.28% |
$2.84M - $3.44M
|
546
$42.8K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-19.9KClosed |
$2.89M - $3.51M
|
0
$0
|