Latest Institutional Transactions on Ishares Tr (IYG)
This table provides information on the latest institutional transactions involving Ishares Tr (IYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.92K- 29.22% |
$205K - $240K
|
7.07K
$551K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
27.9K+ 370.91% |
$1.96M - $2.29M
|
35.4K
$2.75M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-374- 5.44% |
$26.3K - $30.8K
|
6.5K
$506K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 14.93% |
$99.9K - $117K
|
8.1K
$631K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
20+ 0.33% |
$1.4K - $1.65K
|
6.13K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
42New |
$2.95K - $3.46K
|
42
$3.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-22.2K- 10.78% |
$1.56M - $1.83M
|
184K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.88K+ 29.61% |
$132K - $155K
|
8.25K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 99.53% |
$89.6K - $105K
|
6
$467
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.19K- 5.99% |
$294K - $345K
|
65.7K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
2.31KNew |
$162K - $190K
|
2.31K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.6K+ 8.34% |
$2.5M - $2.93M
|
462K
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.5KNew |
$105K - $124K
|
1.5K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 20.4% |
$116K - $136K
|
6.42K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
1.9K+ 21.11% |
$133K - $156K
|
10.9K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.55K- 12.97% |
$460K - $539K
|
43.9K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-122- 0.79% |
$8.57K - $10K
|
15.3K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.26KNew |
$229K - $268K
|
3.26K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.39K+ 17.72% |
$378K - $444K
|
35.8K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.3K+ 52.39% |
$161K - $189K
|
6.69K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2K+ 1000.0% |
$140K - $165K
|
2.2K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.6K- 90.25% |
$2.01M - $2.35M
|
3.09K
$241K
|
|
|
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
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-604- 6.95% |
$42.4K - $49.7K
|
8.08K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18New |
$1.26K - $1.48K
|
18
$1.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.14K+ 27.35% |
$431K - $505K
|
28.6K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 308.22% |
$116K - $136K
|
2.18K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71K- 7.23% |
$4.99M - $5.84M
|
910K
$70.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 0.28% |
$92.3K - $108K
|
470K
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.32KNew |
$233K - $273K
|
3.32K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.41K+ 11.39% |
$169K - $199K
|
23.6K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.71KNew |
$682K - $800K
|
9.71K
$756K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.3K- 8.25% |
$1.07M - $1.26M
|
170K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.62K+ 16.19% |
$114K - $134K
|
11.7K
$907K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.03% |
$70.2 - $82.3
|
2.89K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
595+ 7.03% |
$41.8K - $49K
|
9.06K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$196K - $230K
|
2.79K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.07K- 1.56% |
$74.9K - $87.9K
|
67.3K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
473New |
$33.2K - $38.9K
|
473
$36.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-524- 2.77% |
$36.8K - $43.1K
|
18.4K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.12% |
$632 - $741
|
7.48K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.79K+ 1.19% |
$126K - $148K
|
152K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-767- 5.6% |
$53.9K - $63.2K
|
12.9K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 44.2% |
$793K - $929K
|
14.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-652- 6.96% |
$45.8K - $53.7K
|
8.72K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.53K+ 41.68% |
$459K - $538K
|
22.2K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.75K+ 10.32% |
$404K - $474K
|
61.5K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 75.0% |
$1.36M - $1.59M
|
45.1K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-150- 6.68% |
$10.5K - $12.4K
|
2.1K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83New |
$5.83K - $6.83K
|
83
$6.46K
|