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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-413- 5.84% |
$28.5K - $35.4K
|
6.66K
$580K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.22K- 14.87% |
$84.2K - $105K
|
7K
$609K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
363New |
$25K - $31.1K
|
363
$31.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
195+ 5.95% |
$13.4K - $16.7K
|
3.47K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.07K- 42.09% |
$142K - $177K
|
2.85K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73K+ 17.1% |
$326K - $405K
|
32.4K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-302- 7.93% |
$20.8K - $25.9K
|
3.51K
$305K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-394- 13.05% |
$27.1K - $33.7K
|
2.63K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-483- 6.1% |
$33.3K - $41.3K
|
7.44K
$647K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 0.89% |
$2.55K - $3.17K
|
4.12K
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.29% |
$68.9 - $85.6
|
340
$29.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.96K- 6.71% |
$342K - $424K
|
69K
$6M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$195K - $243K
|
2.84K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.9K- 9.33% |
$1.51M - $1.88M
|
213K
$18.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
867+ 3.8% |
$59.7K - $74.2K
|
23.7K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.14K- 19.8% |
$78.4K - $97.4K
|
4.61K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.2% |
$620 - $770
|
4.49K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-38- 0.54% |
$2.62K - $3.25K
|
6.99K
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.8K- 3.17% |
$262K - $325K
|
116K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.24K- 1.25% |
$85.1K - $106K
|
97.9K
$8.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.55K+ 4.21% |
$176K - $219K
|
63.2K
$5.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
213+ 3.64% |
$14.7K - $18.2K
|
6.06K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-113- 0.35% |
$7.79K - $9.67K
|
31.8K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 2.85% |
$2K - $2.48K
|
989
$86K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
624+ 20.56% |
$43K - $53.4K
|
3.66K
$318K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.23K- 59.96% |
$85K - $106K
|
824
$71.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
144+ 3.93% |
$9.92K - $12.3K
|
3.81K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-31- 0.44% |
$2.14K - $2.65K
|
6.95K
$605K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
234+ 4.87% |
$16.1K - $20K
|
5.04K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-553- 1.58% |
$38.1K - $47.3K
|
34.4K
$2.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$68.9 - $85.6
|
529
$46K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
950New |
$65.5K - $81.3K
|
950
$82.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.68KNew |
$254K - $315K
|
3.68K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.75K- 38.17% |
$121K - $150K
|
2.84K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49.9K+ 18.51% |
$3.44M - $4.27M
|
319K
$27.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-331- 5.16% |
$22.8K - $28.3K
|
6.08K
$529K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.2K+ 62.54% |
$290K - $360K
|
10.9K
$950K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.15K- 0.73% |
$78.9K - $98K
|
157K
$13.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.99K+ 9.78% |
$206K - $256K
|
33.5K
$2.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.73KNew |
$188K - $233K
|
2.73K
$237K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
539+ 64.71% |
$37.1K - $46.1K
|
1.37K
$119K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
569+ 4.45% |
$39.2K - $48.7K
|
13.4K
$1.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$68.9 - $85.6
|
623
$54.2K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
113+ 41.85% |
$7.79K - $9.67K
|
383
$33.3K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.6K+ 726.81% |
$1.91M - $2.17M
|
29.1K
$2.53M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.46K- 12.01% |
$183K - $208K
|
18K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.8K+ 4.7% |
$3.19M - $3.63M
|
953K
$82.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13K+ 6.16% |
$84.6K - $96.2K
|
19.5K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.34K+ 14.79% |
$100K - $114K
|
10.4K
$905K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.52K+ 17.41% |
$113K - $129K
|
10.2K
$890K
|
|