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 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
2.64KNew |
$185K - $217K
|
2.64K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.01KNew |
$71.2K - $83.5K
|
1.01K
$86K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15- 0.72% |
$1.05K - $1.24K
|
2.06K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
138New |
$9.69K - $11.4K
|
138
$11.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.03% |
$70.2 - $82.3
|
3.94K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
240New |
$16.9K - $19.8K
|
240
$20.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-215- 0.95% |
$15.1K - $17.7K
|
22.5K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
232New |
$16.3K - $19.1K
|
232
$19.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
127KNew |
$8.94M - $10.5M
|
127K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
590+ 103.51% |
$41.4K - $48.6K
|
1.16K
$98.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.37KNew |
$307K - $360K
|
4.37K
$370K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
39New |
$2.74K - $3.21K
|
39
$3.31K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-273- 67.91% |
$19.2K - $22.5K
|
129
$10.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-62- 25.83% |
$4.35K - $5.11K
|
178
$15.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-386- 6.13% |
$27.1K - $31.8K
|
5.91K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 2.6% |
$421 - $494
|
237
$20.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-84- 1.38% |
$5.9K - $6.92K
|
6K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-240- 1.25% |
$16.9K - $19.8K
|
18.9K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-155- 3.05% |
$10.9K - $12.8K
|
4.93K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
374+ 7.27% |
$26.3K - $30.8K
|
5.52K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3KNew |
$211K - $247K
|
3K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$2.32K - $2.72K
|
33
$2.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
56New |
$3.93K - $4.61K
|
56
$4.75K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
125New |
$8.78K - $10.3K
|
125
$10.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$70.2 - $82.3
|
2.83K
$240K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30.3K- 79.2% |
$1.95M - $2.18M
|
7.97K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-9- 25.0% |
$578 - $646
|
27
$2.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.1KNew |
$2.26M - $2.52M
|
35.1K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
99New |
$6.36K - $7.1K
|
99
$8.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.16K- 3.41% |
$74.2K - $83K
|
32.8K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
63+ 30.0% |
$4.04K - $4.52K
|
273
$23.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-195- 40.37% |
$12.5K - $14K
|
288
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$963 - $1.08K
|
15
$1.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
520+ 3.81% |
$33.4K - $37.3K
|
14.2K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
15New |
$963 - $1.08K
|
15
$1.27K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.17K- 27.55% |
$74.9K - $83.7K
|
3.07K
$260K
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-3.39K- 6.13% |
$218K - $243K
|
51.9K
$4.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 5.44% |
$13.1K - $14.6K
|
3.95K
$335K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.93KNew |
$188K - $210K
|
2.93K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
720+ 22.7% |
$46.2K - $51.7K
|
3.89K
$330K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
136New |
$8.73K - $9.76K
|
136
$11.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-563- 3.79% |
$36.1K - $40.4K
|
14.3K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.17K- 26.98% |
$75.3K - $84.2K
|
3.17K
$269K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
57+ 76.0% |
$3.66K - $4.09K
|
132
$11.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 3.42% |
$2.31K - $2.58K
|
1.02K
$86.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.51K+ 571.97% |
$96.9K - $108K
|
1.77K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.84K- 0.5% |
$183K - $204K
|
562K
$47.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.19K- 4.31% |
$76.3K - $85.3K
|
26.4K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
34New |
$2.18K - $2.44K
|
34
$2.88K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$193K - $215K
|
3K
$254K
|
|