Purchases and Sales Made in Q3 2023 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
290KNew |
$44.8M - $49.2M
|
290K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
239K+ 94.3% |
$36.8M - $40.4M
|
492K
$38.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
202K+ 51.8% |
$31.1M - $34.2M
|
591K
$46M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
189K+ 47.06% |
$29.2M - $32M
|
591K
$46M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
98.2KNew |
$15.2M - $16.6M
|
98.2K
$7.64M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
80.4KNew |
$12.4M - $13.6M
|
80.4K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.4K+ 8.55% |
$2.37M - $2.6M
|
195K
$15.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12.9K+ 19.31% |
$1.99M - $2.18M
|
79.4K
$6.18M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.12KNew |
$1.25M - $1.38M
|
8.12K
$632K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
6.12K+ 6.48% |
$944K - $1.04M
|
101K
$7.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.05K+ 11.81% |
$934K - $1.02M
|
57.2K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.9KNew |
$448K - $492K
|
2.9K
$226K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.75K+ 2.56% |
$425K - $466K
|
110K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.57K+ 175.27% |
$396K - $435K
|
4.03K
$314K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.88K+ 13.38% |
$290K - $318K
|
15.9K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.86KNew |
$287K - $315K
|
1.86K
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.58K+ 2.64% |
$244K - $268K
|
61.3K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.58K+ 5.87% |
$244K - $267K
|
28.4K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.57KNew |
$242K - $266K
|
1.57K
$122K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.53KNew |
$236K - $259K
|
1.53K
$119K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 3.79% |
$160K - $175K
|
28.3K
$2.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
887+ 0.46% |
$137K - $150K
|
195K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
696+ 16.67% |
$107K - $118K
|
4.87K
$379K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
540+ 1.47% |
$83.4K - $91.5K
|
37.2K
$2.89M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
369+ 2.44% |
$57K - $62.5K
|
15.5K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
320New |
$49.4K - $54.2K
|
320
$24.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
305+ 1.83% |
$47.1K - $51.7K
|
17K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
270New |
$41.7K - $45.8K
|
270
$21K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
239+ 8.12% |
$36.9K - $40.5K
|
3.18K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
222+ 7.84% |
$34.3K - $37.6K
|
3.05K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
216+ 0.36% |
$33.4K - $36.6K
|
60K
$4.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
182+ 6.43% |
$28.1K - $30.8K
|
3.01K
$235K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
175New |
$27K - $29.7K
|
175
$13.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$15.4K - $17K
|
100
$7.78K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
81+ 3.49% |
$12.5K - $13.7K
|
2.4K
$187K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
80New |
$12.4K - $13.6K
|
80
$6.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78+ 6.04% |
$12K - $13.2K
|
1.37K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
75New |
$11.6K - $12.7K
|
75
$5.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
52+ 2.71% |
$8.03K - $8.81K
|
1.97K
$153K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
49New |
$7.57K - $8.31K
|
49
$3.81K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$5.1K - $5.59K
|
2.17K
$169K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29+ 0.39% |
$4.48K - $4.92K
|
7.47K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27+ 1.82% |
$4.17K - $4.58K
|
1.51K
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22+ 0.75% |
$3.4K - $3.73K
|
2.96K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
16New |
$2.47K - $2.71K
|
16
$1.24K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.57% |
$2.47K - $2.71K
|
2.85K
$221K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 4.2% |
$2.16K - $2.37K
|
347
$27K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11+ 0.25% |
$1.7K - $1.86K
|
4.34K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3+ 0.2% |
$463 - $509
|
1.53K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
3+ 0.01% |
$463 - $509
|
24.2K
$1.88M
|