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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
473New |
$33.2K - $38.9K
|
473
$36.7K
|
|
|
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
|
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
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 36.15% |
$992K - $1.16M
|
24.9K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.75K+ 10.32% |
$404K - $474K
|
61.5K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 75.0% |
$1.36M - $1.59M
|
45.1K
$3.5M
|
|
|
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
$6.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17.1K+ 14.3% |
$1.2M - $1.41M
|
136K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8K+ 12.07% |
$760K - $890K
|
100K
$7.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.53K+ 41.68% |
$459K - $538K
|
22.2K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-258- 2.08% |
$18.1K - $21.2K
|
12.1K
$942K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
49.7K+ 3.3% |
$3.49M - $4.1M
|
1.56M
$121M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.32KNew |
$233K - $273K
|
3.32K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-150- 30.67% |
$10.5K - $12.4K
|
339
$26.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-72- 3.09% |
$5.06K - $5.93K
|
2.26K
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.1K+ 1.95% |
$358K - $420K
|
267K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
527New |
$37K - $43.4K
|
527
$40.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
4.58KNew |
$322K - $377K
|
4.58K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.5K- 1.4% |
$1.44M - $1.69M
|
1.44M
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.75K- 15.87% |
$123K - $144K
|
9.3K
$722K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.91K- 0.49% |
$134K - $157K
|
390K
$30.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
74+ 1.37% |
$5.2K - $6.09K
|
5.49K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$70.2 - $82.3
|
4.28K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
891+ 3.91% |
$62.6K - $73.4K
|
23.7K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-240- 69.57% |
$16.9K - $19.8K
|
105
$8.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 0.72% |
$1.05K - $1.24K
|
2.06K
$160K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.01KNew |
$71.2K - $83.5K
|
1.01K
$78.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
512+ 10.98% |
$36K - $42.2K
|
5.17K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.2K+ 1.44% |
$1.14M - $1.33M
|
1.14M
$88.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 4.49% |
$1.31M - $1.54M
|
435K
$33.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
2.64KNew |
$185K - $217K
|
2.64K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-657- 15.87% |
$46.1K - $54.1K
|
3.48K
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
159+ 0.52% |
$11.2K - $13.1K
|
30.9K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.03% |
$70.2 - $82.3
|
3.94K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-381- 1.0% |
$26.8K - $31.4K
|
37.6K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
138New |
$9.69K - $11.4K
|
138
$10.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
240New |
$16.9K - $19.8K
|
240
$18.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
235+ 2.86% |
$16.5K - $19.3K
|
8.45K
$656K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-2.71K- 7.79% |
$190K - $223K
|
32K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-648- 1.98% |
$45.5K - $53.4K
|
32.1K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-215- 0.95% |
$15.1K - $17.7K
|
22.5K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 2.05% |
$1.76K - $2.06K
|
1.2K
$92.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33+ 0.89% |
$2.32K - $2.72K
|
3.73K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-481- 7.6% |
$33.8K - $39.6K
|
5.85K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.27% |
$421 - $494
|
2.27K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 4.06% |
$103K - $121K
|
34.8K
$2.7M
|