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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-622- 84.86% |
$39.9K - $44.6K
|
111
$9.41K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
534New |
$34.3K - $38.3K
|
534
$45.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.03KNew |
$65.9K - $73.6K
|
1.03K
$87K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-63- 10.4% |
$4.04K - $4.52K
|
543
$46K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
72+ 200.0% |
$4.48K - $4.83K
|
108
$9.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-11- 0.25% |
$685 - $738
|
4.41K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
46.5KNew |
$2.89M - $3.12M
|
46.5K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.07KNew |
$253K - $273K
|
4.07K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.62KNew |
$287K - $310K
|
4.62K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 25.93% |
$5.23K - $5.64K
|
240
$20.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
129+ 148.28% |
$8.03K - $8.66K
|
216
$18.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5KNew |
$280K - $302K
|
4.5K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.06KNew |
$66.1K - $71.3K
|
1.06K
$90K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
342New |
$21.3K - $23K
|
342
$29K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.8K+ 211.47% |
$1.48M - $1.6M
|
35.1K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.42K- 45.93% |
$275K - $296K
|
5.2K
$441K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
465+ 344.44% |
$29K - $31.2K
|
600
$50.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.39% |
$62.3 - $67.1
|
253
$21.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-98.9K- 87.2% |
$6.16M - $6.64M
|
14.5K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-367- 33.86% |
$22.9K - $24.6K
|
717
$60.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.09K- 97.06% |
$67.8K - $73.1K
|
33
$2.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
420New |
$26.2K - $28.2K
|
420
$35.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
189New |
$11.8K - $12.7K
|
189
$16K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.15K- 21.77% |
$71.4K - $76.9K
|
4.12K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.89K+ 330.47% |
$180K - $194K
|
3.76K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
60New |
$3.74K - $4.03K
|
60
$5.09K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-60- 31.25% |
$3.74K - $4.03K
|
132
$11.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
288New |
$17.9K - $19.3K
|
288
$24.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
8.26KNew |
$514K - $554K
|
8.26K
$700K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-345- 19.91% |
$21.5K - $23.2K
|
1.39K
$118K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$93.4K - $101K
|
1.5K
$127K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11.9KNew |
$743K - $800K
|
11.9K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-460- 8.48% |
$28.6K - $30.9K
|
4.96K
$421K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
3.41KNew |
$212K - $229K
|
3.41K
$289K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-201- 50.0% |
$12.5K - $13.5K
|
201
$17K
|
|
| Q1 2024 | |||||||
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.21KNew |
$205K - $617K
|
3.21K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
204+ 200.0% |
$13K - $39.2K
|
306
$25.9K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
81New |
$5.18K - $15.5K
|
81
$6.87K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-510- 80.19% |
$32.6K - $97.9K
|
126
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
196K+ 200.0% |
$12.6M - $37.7M
|
295K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
48.4K+ 200.0% |
$3.09M - $9.29M
|
72.6K
$6.16M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.4K+ 255.02% |
$1.24M - $3.72M
|
27K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.82KNew |
$244K - $732K
|
3.82K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
70+ 200.0% |
$4.47K - $13.4K
|
105
$8.9K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.4KNew |
$281K - $844K
|
4.4K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 200.0% |
$767 - $2.3K
|
18
$1.53K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 200.0% |
$1.28K - $3.84K
|
30
$2.54K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.01KNew |
$320K - $961K
|
5.01K
$425K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400+ 200.0% |
$25.6K - $76.8K
|
600
$50.9K
|
|