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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$309 - $339
|
3.6K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.04% |
$154 - $170
|
2.78K
$227K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3- 0.13% |
$463 - $509
|
2.34K
$191K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3- 0.14% |
$463 - $509
|
2.17K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4- 0.27% |
$618 - $678
|
1.46K
$119K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8- 1.22% |
$1.24K - $1.36K
|
646
$52.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-10- 0.13% |
$1.54K - $1.7K
|
7.72K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-13- 0.88% |
$2.01K - $2.2K
|
1.46K
$119K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-28- 35.9% |
$4.32K - $4.75K
|
50
$4.07K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 0.74% |
$5.4K - $5.93K
|
4.72K
$384K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-39- 0.91% |
$6.02K - $6.61K
|
4.25K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-46- 1.45% |
$7.1K - $7.8K
|
3.12K
$254K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-49- 1.27% |
$7.57K - $8.31K
|
3.8K
$310K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-51- 56.04% |
$7.88K - $8.64K
|
40
$3.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-75- 0.97% |
$11.6K - $12.7K
|
7.7K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-88- 1.39% |
$13.6K - $14.9K
|
6.27K
$510K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-92- 1.19% |
$14.2K - $15.6K
|
7.64K
$622K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-95- 13.38% |
$14.7K - $16.1K
|
615
$50.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-114- 4.33% |
$17.6K - $19.3K
|
2.52K
$205K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-117- 4.21% |
$18.1K - $19.8K
|
2.66K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-121- 0.74% |
$18.7K - $20.5K
|
16.3K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-155- 3.11% |
$23.9K - $26.3K
|
4.83K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-163- 6.89% |
$25.2K - $27.6K
|
2.2K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-166- 1.85% |
$25.6K - $28.1K
|
8.82K
$718K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-168- 6.94% |
$25.9K - $28.5K
|
2.25K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-171- 0.54% |
$26.4K - $29K
|
31.6K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-177- 0.45% |
$27.3K - $30K
|
39.5K
$3.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-184- 15.96% |
$28.4K - $31.2K
|
969
$78.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-192- 11.02% |
$29.6K - $32.5K
|
1.55K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-205- 1.46% |
$31.7K - $34.7K
|
13.9K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-210- 6.79% |
$32.4K - $35.6K
|
2.88K
$235K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-221- 10.04% |
$34.1K - $37.5K
|
1.98K
$161K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-246- 0.59% |
$38K - $41.7K
|
41.5K
$3.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-250- 4.02% |
$38.6K - $42.4K
|
5.97K
$486K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-254- 5.06% |
$39.2K - $43.1K
|
4.76K
$388K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-268- 0.56% |
$41.4K - $45.4K
|
47.9K
$3.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-278- 6.06% |
$42.9K - $47.1K
|
4.31K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-327- 3.82% |
$50.5K - $55.4K
|
8.23K
$670K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-330- 5.21% |
$51K - $55.9K
|
6K
$489K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-333- 5.26% |
$51.4K - $56.4K
|
6K
$489K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-395- 14.81% |
$61K - $67K
|
2.27K
$185K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-487- 9.43% |
$75.2K - $82.5K
|
4.68K
$381K
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-539- 1.3% |
$83.2K - $91.4K
|
41K
$3.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-555- 24.38% |
$85.7K - $94.1K
|
1.72K
$140K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-578- 50.04% |
$89.3K - $98K
|
577
$47K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-698- 7.77% |
$108K - $118K
|
8.29K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-702- 17.07% |
$108K - $119K
|
3.41K
$278K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-773- 16.82% |
$119K - $131K
|
3.82K
$311K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-784- 18.24% |
$121K - $133K
|
3.51K
$286K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-793- 1.34% |
$122K - $134K
|
58.6K
$4.77M
|