Purchases and Sales Made in Q4 2024 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
97.8KNew |
$6.87M - $8.05M
|
97.8K
$8.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1KNew |
$991K - $1.16M
|
14.1K
$1.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
11.1K+ 4.43% |
$779K - $913K
|
262K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8K+ 2.1% |
$562K - $659K
|
390K
$32.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7.72K+ 15.07% |
$543K - $636K
|
59K
$4.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.06KNew |
$496K - $582K
|
7.06K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39KNew |
$308K - $361K
|
4.39K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3KNew |
$211K - $247K
|
3K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.64KNew |
$185K - $217K
|
2.64K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11K+ 5.38% |
$78K - $91.4K
|
21.8K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.01K+ 4.68% |
$71.1K - $83.3K
|
22.6K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
641New |
$45K - $52.8K
|
641
$53.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
374+ 7.27% |
$26.3K - $30.8K
|
5.52K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
301New |
$21.1K - $24.8K
|
301
$25.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
249New |
$17.5K - $20.5K
|
249
$20.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
135+ 2.6% |
$9.48K - $11.1K
|
5.32K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125New |
$8.78K - $10.3K
|
125
$10.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 2.41% |
$7.02K - $8.23K
|
4.26K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99New |
$6.95K - $8.15K
|
99
$8.25K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
86+ 0.41% |
$6.04K - $7.08K
|
20.8K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
56New |
$3.93K - $4.61K
|
56
$4.67K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$2.32K - $2.72K
|
33
$2.75K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.25% |
$773 - $906
|
4.47K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7+ 0.25% |
$492 - $576
|
2.84K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 0.05% |
$421 - $494
|
12.1K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 2.6% |
$421 - $494
|
237
$19.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.28% |
$140 - $165
|
710
$59.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.06% |
$140 - $165
|
3.28K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$70.2 - $82.3
|
4.65K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$70.2 - $82.3
|
2.83K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$70.2 - $82.3
|
338
$28.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.32% |
$70.2 - $82.3
|
315
$26.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-19- 1.06% |
$1.33K - $1.56K
|
1.78K
$148K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.73% |
$1.55K - $1.81K
|
3K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-37- 0.65% |
$2.6K - $3.05K
|
5.62K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 1.82% |
$3.37K - $3.95K
|
2.59K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-51- 1.33% |
$3.58K - $4.2K
|
3.79K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-62- 0.97% |
$4.35K - $5.11K
|
6.32K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-84- 1.38% |
$5.9K - $6.92K
|
6K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-155- 3.05% |
$10.9K - $12.8K
|
4.93K
$411K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-200- 2.33% |
$14K - $16.5K
|
8.38K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-237- 3.94% |
$16.6K - $19.5K
|
5.77K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-240- 1.25% |
$16.9K - $19.8K
|
18.9K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-361- 2.77% |
$25.4K - $29.7K
|
12.7K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-380- 0.24% |
$26.7K - $31.3K
|
158K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-454- 16.49% |
$31.9K - $37.4K
|
2.3K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-494- 2.75% |
$34.7K - $40.7K
|
17.4K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-560- 0.49% |
$39.3K - $46.1K
|
114K
$9.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-728- 9.5% |
$51.1K - $59.9K
|
6.93K
$578K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-846- 9.44% |
$59.4K - $69.7K
|
8.12K
$677K
|