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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.4KNew |
$165K - $205K
|
2.4K
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
23New |
$1.58K - $1.97K
|
23
$1.98K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-110- 2.79% |
$7.58K - $9.42K
|
3.83K
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
251+ 2.74% |
$17.3K - $21.5K
|
9.41K
$809K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
34+ 0.64% |
$2.34K - $2.91K
|
5.34K
$459K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
655+ 186.61% |
$45.1K - $56.1K
|
1.01K
$86.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 14.96% |
$182K - $226K
|
15K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-27- 20.45% |
$1.86K - $2.31K
|
105
$9.03K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.25K+ 7384.09% |
$224K - $278K
|
3.29K
$283K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.2K+ 15.59% |
$82.5K - $102K
|
8.88K
$764K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-131K- 9.18% |
$9.02M - $11.2M
|
1.3M
$111M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.79K- 62.61% |
$330K - $410K
|
2.86K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-41- 0.25% |
$2.82K - $3.51K
|
16.5K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$68.9 - $85.6
|
4.66K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-132- 1.06% |
$9.09K - $11.3K
|
12.3K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
6.43KNew |
$443K - $550K
|
6.43K
$553K
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-56- 0.46% |
$3.86K - $4.79K
|
12K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-590- 50.86% |
$40.7K - $50.5K
|
570
$49K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
466+ 2.25% |
$32.1K - $39.9K
|
21.1K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.25K+ 1.98% |
$155K - $193K
|
116K
$9.96M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11+ 0.38% |
$758 - $942
|
2.93K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.06% |
$138 - $171
|
3.51K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-12- 0.06% |
$827 - $1.03K
|
18.9K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.42K+ 151.69% |
$373K - $464K
|
8.99K
$773K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-340- 1.51% |
$23.4K - $29.1K
|
22.2K
$1.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-545- 3.72% |
$37.6K - $46.7K
|
14.1K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.21% |
$413 - $514
|
2.85K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.75K+ 182.21% |
$396K - $492K
|
8.9K
$765K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-501- 15.73% |
$34.5K - $42.9K
|
2.68K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-703- 54.79% |
$48.4K - $60.2K
|
580
$49.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
9.3K+ 26.33% |
$641K - $796K
|
44.6K
$3.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
150+ 5.81% |
$10.3K - $12.8K
|
2.73K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
900New |
$62K - $77K
|
900
$77.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
156+ 1.41% |
$10.7K - $13.4K
|
11.2K
$965K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
195+ 5.95% |
$13.4K - $16.7K
|
3.47K
$299K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-413- 5.84% |
$28.5K - $35.4K
|
6.66K
$573K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.22K- 14.87% |
$84.2K - $105K
|
7K
$602K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
363New |
$25K - $31.1K
|
363
$31.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-483- 6.1% |
$33.3K - $41.3K
|
7.44K
$639K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-394- 13.05% |
$27.1K - $33.7K
|
2.63K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.73K+ 17.1% |
$326K - $405K
|
32.4K
$2.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-302- 7.93% |
$20.8K - $25.9K
|
3.51K
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.29% |
$68.9 - $85.6
|
340
$29.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 0.89% |
$2.55K - $3.17K
|
4.12K
$355K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.96K- 6.71% |
$342K - $424K
|
69K
$5.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.14K- 19.8% |
$78.4K - $97.4K
|
4.61K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
867+ 3.8% |
$59.7K - $74.2K
|
23.7K
$2.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.9K- 9.33% |
$1.51M - $1.88M
|
213K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.84KNew |
$195K - $243K
|
2.84K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.2% |
$620 - $770
|
4.49K
$386K
|