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 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.55K+ 4.21% |
$176K - $219K
|
63.2K
$5.43M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-38- 0.54% |
$2.62K - $3.25K
|
6.99K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.8K- 3.17% |
$262K - $325K
|
116K
$9.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.24K- 1.25% |
$85.1K - $106K
|
97.9K
$8.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 2.85% |
$2K - $2.48K
|
989
$85.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-113- 0.35% |
$7.79K - $9.67K
|
31.8K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
213+ 3.64% |
$14.7K - $18.2K
|
6.06K
$521K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-31- 0.44% |
$2.14K - $2.65K
|
6.95K
$598K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
144+ 3.93% |
$9.92K - $12.3K
|
3.81K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.23K- 59.96% |
$85K - $106K
|
824
$70.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
624+ 20.56% |
$43K - $53.4K
|
3.66K
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-553- 1.58% |
$38.1K - $47.3K
|
34.4K
$2.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
234+ 4.87% |
$16.1K - $20K
|
5.04K
$433K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
950New |
$65.5K - $81.3K
|
950
$81.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.68KNew |
$254K - $315K
|
3.68K
$317K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$68.9 - $85.6
|
529
$45.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.75K- 38.17% |
$121K - $150K
|
2.84K
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
49.9K+ 18.51% |
$3.44M - $4.27M
|
319K
$27.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-331- 5.16% |
$22.8K - $28.3K
|
6.08K
$523K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.15K- 0.73% |
$78.9K - $98K
|
157K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.2K+ 62.54% |
$290K - $360K
|
10.9K
$939K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.99K+ 9.78% |
$206K - $256K
|
33.5K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.73KNew |
$188K - $233K
|
2.73K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
539+ 64.71% |
$37.1K - $46.1K
|
1.37K
$118K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$68.9 - $85.6
|
623
$53.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
569+ 4.45% |
$39.2K - $48.7K
|
13.4K
$1.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
113+ 41.85% |
$7.79K - $9.67K
|
383
$32.9K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
600New |
$44.8K - $50.9K
|
600
$51.6K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.07K+ 72.69% |
$154K - $175K
|
4.91K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$7.46K - $8.48K
|
100
$8.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-215- 6.47% |
$16K - $18.2K
|
3.11K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$74.6 - $84.8
|
250
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-410- 17.75% |
$30.6K - $34.8K
|
1.9K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
126New |
$9.4K - $10.7K
|
126
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.22KNew |
$240K - $273K
|
3.22K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.46M - $1.66M
|
19.6K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
57New |
$4.25K - $4.83K
|
57
$4.9K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.82KNew |
$509K - $578K
|
6.82K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 59.7% |
$298K - $339K
|
2.7K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-893- 21.16% |
$66.6K - $75.7K
|
3.33K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
165New |
$12.3K - $14K
|
165
$14.2K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.08% |
$224 - $254
|
3.88K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-200- 50.0% |
$14.9K - $17K
|
200
$17.2K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.6KNew |
$194K - $221K
|
2.6K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-156- 2.54% |
$11.6K - $13.2K
|
5.99K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
750New |
$55.9K - $63.6K
|
750
$64.5K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.54KNew |
$637K - $724K
|
8.54K
$734K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.02KNew |
$225K - $256K
|
3.02K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 6.79% |
$1.35M - $1.53M
|
285K
$24.5M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
99New |
$7.39K - $8.4K
|
99
$8.51K
|
|