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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-808- 2.57% |
$125K - $137K
|
30.7K
$2.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-869- 8.39% |
$134K - $147K
|
9.49K
$744K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-954- 6.03% |
$147K - $162K
|
14.9K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-985- 39.27% |
$152K - $167K
|
1.52K
$119K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 5.35% |
$154K - $170K
|
17.7K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 12.11% |
$157K - $172K
|
7.37K
$578K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 8.58% |
$163K - $179K
|
11.3K
$884K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.37K- 9.46% |
$211K - $232K
|
13.1K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-1.44K- 10.69% |
$223K - $245K
|
12.1K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.53K- 38.69% |
$236K - $259K
|
2.42K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.12K- 7.32% |
$327K - $359K
|
26.8K
$2.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.46K- 18.05% |
$380K - $418K
|
11.2K
$877K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.51K- 2.64% |
$388K - $426K
|
92.7K
$7.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.07K- 32.13% |
$475K - $521K
|
6.49K
$509K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.66K- 3.39% |
$565K - $620K
|
104K
$8.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.74K- 7.9% |
$731K - $803K
|
55.2K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.36K- 36.57% |
$983K - $1.08M
|
11K
$865K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.01K- 5.3% |
$1.08M - $1.19M
|
125K
$9.83M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10.3K- 2.23% |
$1.6M - $1.75M
|
454K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21K- 55.16% |
$3.24M - $3.56M
|
17.1K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.1K- 63.19% |
$3.88M - $4.25M
|
14.6K
$1.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28K- 7.51% |
$4.33M - $4.75M
|
345K
$27.1M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-38.9K- 7.09% |
$6.01M - $6.6M
|
511K
$40M
|