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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 4.06% |
$103K - $121K
|
34.8K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 20.4% |
$116K - $136K
|
6.42K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.75K- 15.87% |
$123K - $144K
|
9.3K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.91K- 0.49% |
$134K - $157K
|
390K
$31.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-2.7K- 2.24% |
$189K - $222K
|
118K
$9.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-2.71K- 7.79% |
$190K - $223K
|
32K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.3K- 1.36% |
$232K - $272K
|
240K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.19K- 5.99% |
$294K - $345K
|
65.7K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.32K- 4.01% |
$303K - $355K
|
103K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.55K- 12.97% |
$460K - $539K
|
43.9K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 44.2% |
$793K - $929K
|
14.3K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 36.15% |
$992K - $1.16M
|
24.9K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-14.7K- 10.6% |
$1.03M - $1.21M
|
124K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.3K- 8.25% |
$1.07M - $1.26M
|
170K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.5K- 1.4% |
$1.44M - $1.69M
|
1.44M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 10.78% |
$1.56M - $1.83M
|
184K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.6K- 90.25% |
$2.01M - $2.35M
|
3.09K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71K- 7.23% |
$4.99M - $5.84M
|
910K
$74.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-91.1K- 93.16% |
$6.4M - $7.5M
|
6.69K
$548K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-258K- 98.73% |
$18.1M - $21.2M
|
3.31K
$271K
|