Purchases and Sales Made in Q1 2024 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q1 2024. 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 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2K+ 81.49% |
$1.16M - $3.49M
|
40.5K
$3.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.9KNew |
$1.14M - $3.43M
|
17.9K
$1.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.3K+ 176.11% |
$1.11M - $3.32M
|
27.1K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
16.8K+ 26.72% |
$1.07M - $3.21M
|
79.4K
$6.62M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
15.3K+ 192.43% |
$975K - $2.93M
|
23.2K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 189.73% |
$923K - $2.77M
|
22K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 120.82% |
$920K - $2.76M
|
26.3K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
13.7K+ 248.91% |
$878K - $2.64M
|
19.3K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
13.6K+ 195.9% |
$868K - $2.61M
|
20.5K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
13.3K+ 195.49% |
$853K - $2.56M
|
20.2K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9K+ 207.34% |
$822K - $2.47M
|
19.1K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.7K+ 182.93% |
$809K - $2.43M
|
19.6K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.9K+ 200.0% |
$763K - $2.29M
|
17.9K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
11.3KNew |
$720K - $2.16M
|
11.3K
$939K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 212.58% |
$647K - $1.94M
|
14.9K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
9.94K+ 194.28% |
$635K - $1.91M
|
15.1K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
9.91K+ 179.93% |
$633K - $1.9M
|
15.4K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.62K+ 143.2% |
$615K - $1.85M
|
16.3K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.59K+ 184.12% |
$613K - $1.84M
|
14.8K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.59K+ 200.0% |
$613K - $1.84M
|
14.4K
$1.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.51K+ 1.0% |
$608K - $1.83M
|
962K
$80.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.47K+ 204.85% |
$605K - $1.82M
|
14.1K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
9.21K+ 198.71% |
$589K - $1.77M
|
13.8K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
8.38K+ 681.46% |
$536K - $1.61M
|
9.61K
$801K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
7.95K+ 200.0% |
$508K - $1.53M
|
11.9K
$994K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7.74K+ 180.85% |
$495K - $1.49M
|
12K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.03K+ 200.09% |
$449K - $1.35M
|
10.5K
$879K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.96K+ 251.99% |
$444K - $1.33M
|
9.72K
$810K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.91K+ 84.65% |
$442K - $1.33M
|
15.1K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.91K+ 222.5% |
$442K - $1.33M
|
10K
$835K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.64K+ 203.71% |
$424K - $1.27M
|
9.9K
$825K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.58KNew |
$421K - $1.26M
|
6.58K
$548K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.53KNew |
$417K - $1.25M
|
6.53K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 231.19% |
$412K - $1.24M
|
9.23K
$769K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.28K+ 153.64% |
$401K - $1.2M
|
10.4K
$864K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
6.26K+ 157.47% |
$400K - $1.2M
|
10.2K
$854K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.11K+ 209.78% |
$391K - $1.17M
|
9.02K
$752K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6K+ 242.65% |
$383K - $1.15M
|
8.47K
$706K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.93K+ 165.17% |
$379K - $1.14M
|
9.52K
$793K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
5.82K+ 186.54% |
$372K - $1.12M
|
8.94K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.56K+ 191.26% |
$355K - $1.07M
|
8.46K
$705K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
5.53K+ 193.63% |
$353K - $1.06M
|
8.39K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.52K+ 105.71% |
$353K - $1.06M
|
10.7K
$895K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.41KNew |
$346K - $1.04M
|
5.41K
$451K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.32K+ 200.0% |
$340K - $1.02M
|
7.98K
$665K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.2K+ 154.01% |
$333K - $999K
|
8.58K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.17K+ 200.0% |
$330K - $991K
|
7.75K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.01KNew |
$320K - $961K
|
5.01K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.94K+ 180.44% |
$315K - $947K
|
7.67K
$639K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.62K+ 189.19% |
$295K - $887K
|
7.07K
$589K
|