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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$70.2 - $82.3
|
2.83K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$70.2 - $82.3
|
4.65K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 0.72% |
$1.05K - $1.24K
|
2.06K
$169K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-19- 1.06% |
$1.33K - $1.56K
|
1.78K
$146K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21- 0.72% |
$1.48K - $1.73K
|
2.89K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.73% |
$1.55K - $1.81K
|
3K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 2.05% |
$1.76K - $2.06K
|
1.2K
$97.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-37- 0.65% |
$2.6K - $3.05K
|
5.62K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48- 1.82% |
$3.37K - $3.95K
|
2.59K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-51- 1.33% |
$3.58K - $4.2K
|
3.79K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-55- 0.05% |
$3.86K - $4.53K
|
117K
$9.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-62- 0.97% |
$4.35K - $5.11K
|
6.32K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-62- 25.83% |
$4.35K - $5.11K
|
178
$14.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-72- 0.49% |
$5.06K - $5.93K
|
14.6K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-72- 3.09% |
$5.06K - $5.93K
|
2.26K
$185K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-84- 1.38% |
$5.9K - $6.92K
|
6K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-122- 0.79% |
$8.57K - $10K
|
15.3K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-150- 6.68% |
$10.5K - $12.4K
|
2.1K
$172K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-150- 30.67% |
$10.5K - $12.4K
|
339
$27.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-155- 3.05% |
$10.9K - $12.8K
|
4.93K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-200- 2.33% |
$14K - $16.5K
|
8.38K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-215- 0.95% |
$15.1K - $17.7K
|
22.5K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-237- 3.94% |
$16.6K - $19.5K
|
5.77K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-240- 1.25% |
$16.9K - $19.8K
|
18.9K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-240- 69.57% |
$16.9K - $19.8K
|
105
$8.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-258- 2.08% |
$18.1K - $21.2K
|
12.1K
$993K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-273- 67.91% |
$19.2K - $22.5K
|
129
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-280- 11.2% |
$19.7K - $23.1K
|
2.22K
$182K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-361- 2.77% |
$25.4K - $29.7K
|
12.7K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-380- 0.24% |
$26.7K - $31.3K
|
158K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-381- 1.0% |
$26.8K - $31.4K
|
37.6K
$3.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-386- 6.13% |
$27.1K - $31.8K
|
5.91K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-429- 0.7% |
$30.1K - $35.3K
|
60.8K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-454- 16.49% |
$31.9K - $37.4K
|
2.3K
$188K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-481- 7.6% |
$33.8K - $39.6K
|
5.85K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-494- 2.75% |
$34.7K - $40.7K
|
17.4K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-524- 2.77% |
$36.8K - $43.1K
|
18.4K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-560- 0.49% |
$39.3K - $46.1K
|
114K
$9.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-604- 6.95% |
$42.4K - $49.7K
|
8.08K
$662K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-619- 0.8% |
$43.5K - $51K
|
77.2K
$6.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-648- 1.98% |
$45.5K - $53.4K
|
32.1K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-652- 6.96% |
$45.8K - $53.7K
|
8.72K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-657- 15.87% |
$46.1K - $54.1K
|
3.48K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-728- 9.5% |
$51.1K - $59.9K
|
6.93K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-767- 5.6% |
$53.9K - $63.2K
|
12.9K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-846- 9.44% |
$59.4K - $69.7K
|
8.12K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.07K- 1.56% |
$74.9K - $87.9K
|
67.3K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 99.53% |
$89.6K - $105K
|
6
$491
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 0.28% |
$92.3K - $108K
|
470K
$38.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 14.93% |
$99.9K - $117K
|
8.1K
$663K
|