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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-4.06K- 3.45% |
$303K - $344K
|
114K
$9.63M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$149 - $170
|
5.86K
$497K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55+ 11.63% |
$4.1K - $4.66K
|
528
$44.8K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-945- 11.27% |
$70.5K - $80.1K
|
7.44K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
51+ 0.74% |
$3.8K - $4.33K
|
6.98K
$592K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-658- 7.07% |
$49.1K - $55.8K
|
8.64K
$733K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.33K+ 43.72% |
$174K - $197K
|
7.65K
$649K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.54K+ 21.13% |
$115K - $131K
|
8.84K
$750K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
16.5KNew |
$1.23M - $1.4M
|
16.5K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
314+ 0.7% |
$23.4K - $26.6K
|
45.4K
$3.85M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
52.1K+ 50.43% |
$3.88M - $4.42M
|
155K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.02% |
$149 - $170
|
9.16K
$777K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-107- 6.01% |
$7.98K - $9.07K
|
1.67K
$142K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.47K- 2.41% |
$110K - $125K
|
59.3K
$5.03M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
28+ 0.23% |
$2.09K - $2.37K
|
12.1K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-135- 0.42% |
$10.1K - $11.4K
|
31.9K
$2.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
25+ 0.17% |
$1.86K - $2.12K
|
14.7K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-90- 3.36% |
$6.71K - $7.63K
|
2.59K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
275+ 9.52% |
$20.5K - $23.3K
|
3.16K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.58KNew |
$193K - $219K
|
2.58K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
204+ 0.9% |
$15.2K - $17.3K
|
22.8K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-202- 2.49% |
$15.1K - $17.1K
|
7.92K
$671K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.14K+ 9.77% |
$85K - $96.6K
|
12.8K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.18K+ 20.13% |
$87.8K - $99.8K
|
7.02K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.76K+ 23.49% |
$131K - $149K
|
9.24K
$783K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-184- 3.35% |
$13.7K - $15.6K
|
5.31K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$22.4K - $25.4K
|
300
$25.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-108- 34.29% |
$8.06K - $9.16K
|
207
$17.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.24K- 4.2% |
$242K - $275K
|
73.9K
$6.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.2K- 0.78% |
$838K - $952K
|
1.43M
$121M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
76+ 1.32% |
$5.67K - $6.45K
|
5.85K
$496K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.4KNew |
$996K - $1.13M
|
13.4K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-61- 1.75% |
$4.55K - $5.17K
|
3.42K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
19+ 0.63% |
$1.42K - $1.61K
|
3.02K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$74.6 - $84.8
|
528
$44.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-699- 19.98% |
$52.1K - $59.3K
|
2.8K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2+ 0.07% |
$149 - $170
|
2.89K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-154- 0.74% |
$11.5K - $13.1K
|
20.7K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$74.6 - $84.8
|
4.65K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.28KNew |
$95.7K - $109K
|
1.28K
$109K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.08K- 87.39% |
$528K - $601K
|
1.02K
$86.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-99- 50.0% |
$7.39K - $8.4K
|
99
$8.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-181- 1.43% |
$13.5K - $15.4K
|
12.5K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.15KNew |
$235K - $267K
|
3.15K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
126+ 56.0% |
$9.4K - $10.7K
|
351
$29.8K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-390- 11.79% |
$29.1K - $33.1K
|
2.92K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.22% |
$746 - $848
|
4.48K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.35K+ 15.4% |
$176K - $200K
|
17.6K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-96- 2.26% |
$7.16K - $8.14K
|
4.16K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 2.79% |
$123K - $139K
|
60.6K
$5.14M
|