Purchases and Sales Made in Q4 2023 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
245New |
$35.5K - $44.1K
|
245
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
243+ 10.38% |
$35.2K - $43.7K
|
2.58K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
BUY
|
- |
210+ 0.51% |
$30.5K - $37.8K
|
41.2K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
207+ 6.78% |
$30K - $37.2K
|
3.26K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
163New |
$23.6K - $29.3K
|
163
$13.3K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
145+ 0.3% |
$21K - $26.1K
|
48K
$3.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
122+ 7.78% |
$17.7K - $21.9K
|
1.69K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
100+ 4.4% |
$14.5K - $18K
|
2.37K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
91+ 2.1% |
$13.2K - $16.4K
|
4.43K
$360K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
80+ 100.0% |
$11.6K - $14.4K
|
160
$13K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
52+ 26.0% |
$7.54K - $9.35K
|
252
$20.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50+ 2.07% |
$7.25K - $8.99K
|
2.47K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 1.2% |
$5.37K - $6.65K
|
3.12K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36New |
$5.22K - $6.47K
|
36
$2.93K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
34+ 0.8% |
$4.93K - $6.11K
|
4.28K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
21New |
$3.05K - $3.78K
|
21
$1.71K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20New |
$2.9K - $3.6K
|
20
$1.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
19+ 0.95% |
$2.76K - $3.42K
|
2.02K
$164K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 34.0% |
$2.47K - $3.06K
|
67
$5.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17+ 1.24% |
$2.47K - $3.06K
|
1.39K
$113K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
12New |
$1.74K - $2.16K
|
12
$977
|
|
|
Feb 13, 2024
Q4 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
11+ 0.06% |
$1.6K - $1.98K
|
18.4K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11New |
$1.6K - $1.98K
|
11
$896
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9+ 0.44% |
$1.31K - $1.62K
|
2.04K
$166K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
9+ 0.38% |
$1.31K - $1.62K
|
2.41K
$196K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8New |
$1.16K - $1.44K
|
8
$651
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.78% |
$870 - $1.08K
|
777
$63.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5+ 0.34% |
$725 - $899
|
1.46K
$119K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
4+ 0.13% |
$580 - $719
|
3.12K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 1.3% |
$435 - $539
|
234
$19.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.86% |
$435 - $539
|
350
$28.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.32% |
$290 - $360
|
619
$50.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 1.82% |
$290 - $360
|
112
$9.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.07% |
$290 - $360
|
2.79K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.33% |
$145 - $180
|
44
$3.58K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.41% |
$145 - $180
|
244
$19.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.93% |
$145 - $180
|
109
$8.88K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$145 - $180
|
2.1K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.07% |
$145 - $180
|
1.46K
$119K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.23% |
$145 - $180
|
82
$6.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$145 - $180
|
1.51K
$123K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 1.12% |
$145 - $180
|
90
$7.33K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4- 0.65% |
$580 - $719
|
611
$49.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7- 0.5% |
$1.02K - $1.26K
|
1.39K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-8- 0.52% |
$1.16K - $1.44K
|
1.52K
$124K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10- 3.23% |
$1.45K - $1.8K
|
300
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-10- 0.3% |
$1.45K - $1.8K
|
3.38K
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 5.31% |
$2.47K - $3.06K
|
303
$24.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20- 7.58% |
$2.9K - $3.6K
|
244
$19.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42- 0.44% |
$6.09K - $7.55K
|
9.45K
$769K
|