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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.28KNew |
$244K - $278K
|
3.28K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38K+ 44.96% |
$178K - $202K
|
7.68K
$651K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.15K- 30.45% |
$160K - $182K
|
4.91K
$417K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.11K- 48.39% |
$83K - $94.4K
|
1.19K
$101K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.28% |
$149 - $170
|
712
$60.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-66- 1.91% |
$4.92K - $5.6K
|
3.39K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.59KNew |
$342K - $389K
|
4.59K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.87K- 2.03% |
$363K - $413K
|
235K
$19.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.35K+ 53.71% |
$175K - $199K
|
6.72K
$570K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-14.7K- 12.95% |
$1.1M - $1.25M
|
99.1K
$8.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
130+ 2.31% |
$9.7K - $11K
|
5.75K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-37- 0.1% |
$2.76K - $3.14K
|
35.3K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-4.02K- 3.24% |
$300K - $341K
|
120K
$10.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-415- 0.26% |
$31K - $35.2K
|
158K
$13.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
6+ 0.21% |
$448 - $509
|
2.84K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
126+ 100.8% |
$9.4K - $10.7K
|
251
$21.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.1K+ 75.02% |
$976K - $1.11M
|
30.5K
$2.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7.93K+ 3.03% |
$592K - $673K
|
270K
$22.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$478K - $544K
|
6.41K
$544K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
414+ 9.44% |
$30.9K - $35.1K
|
4.8K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-120- 3.17% |
$8.95K - $10.2K
|
3.67K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
550+ 17.14% |
$41K - $46.6K
|
3.76K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-103K- 98.73% |
$7.65M - $8.7M
|
1.32K
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$74.6 - $84.8
|
339
$28.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
399+ 15.14% |
$29.8K - $33.8K
|
3.04K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.22KNew |
$613K - $697K
|
8.22K
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
833New |
$62.1K - $70.6K
|
833
$70.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$74.6 - $84.8
|
302
$25.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.1KNew |
$231K - $263K
|
3.1K
$263K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$298 - $339
|
7.08K
$600K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$149 - $170
|
622
$52.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
32.3K+ 1248.13% |
$2.41M - $2.74M
|
34.9K
$2.96M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-163- 2.58% |
$12.2K - $13.8K
|
6.16K
$522K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.19K- 8.2% |
$365K - $428K
|
58.1K
$4.93M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-374- 5.44% |
$26.3K - $30.8K
|
6.5K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 20.4% |
$116K - $136K
|
6.42K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.5KNew |
$105K - $124K
|
1.5K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
42New |
$2.95K - $3.46K
|
42
$3.56K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 99.53% |
$89.6K - $105K
|
6
$509
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.32KNew |
$233K - $273K
|
3.32K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18New |
$1.26K - $1.48K
|
18
$1.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.6K- 90.25% |
$2.01M - $2.35M
|
3.09K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.79KNew |
$196K - $230K
|
2.79K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-767- 5.6% |
$53.9K - $63.2K
|
12.9K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83New |
$5.83K - $6.83K
|
83
$7.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-150- 6.68% |
$10.5K - $12.4K
|
2.1K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
4.58KNew |
$322K - $377K
|
4.58K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-240- 69.57% |
$16.9K - $19.8K
|
105
$8.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-150- 30.67% |
$10.5K - $12.4K
|
339
$28.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$70.2 - $82.3
|
4.28K
$363K
|
|