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 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
390+ 159.84% |
$24.9K - $74.8K
|
634
$50.1K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.8K+ 157.77% |
$243K - $729K
|
6.21K
$490K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-230- 93.88% |
$14.7K - $44.1K
|
15
$1.18K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
380+ 200.0% |
$24.3K - $72.9K
|
570
$45K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
165+ 201.22% |
$10.5K - $31.7K
|
247
$19.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 200.0% |
$2.81K - $8.44K
|
66
$5.21K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 200.0% |
$1.02K - $3.07K
|
24
$1.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.41KNew |
$346K - $1.04M
|
5.41K
$427K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.32K+ 200.0% |
$340K - $1.02M
|
7.98K
$630K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.95K+ 179.55% |
$252K - $758K
|
6.15K
$486K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
600+ 200.0% |
$38.3K - $115K
|
900
$71.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$11.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.14K+ 200.0% |
$137K - $411K
|
3.21K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
90+ 66.67% |
$5.75K - $17.3K
|
225
$17.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
180+ 200.0% |
$11.5K - $34.5K
|
270
$21.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.67K+ 172.14% |
$107K - $320K
|
2.64K
$208K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300+ 200.0% |
$19.2K - $57.6K
|
450
$35.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
138+ 200.0% |
$8.82K - $26.5K
|
207
$16.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
573+ 189.11% |
$36.6K - $110K
|
876
$69.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
7.95K+ 200.0% |
$508K - $1.53M
|
11.9K
$942K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37+ 1.2% |
$5.37K - $6.65K
|
3.12K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.54K- 73.31% |
$514K - $637K
|
1.29K
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-300- 15.15% |
$43.5K - $53.9K
|
1.68K
$133K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.12KNew |
$162K - $201K
|
1.12K
$88.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.33% |
$145 - $180
|
44
$3.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.02KNew |
$873K - $1.08M
|
6.02K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.2KNew |
$174K - $216K
|
1.2K
$94.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.94K- 94.26% |
$426K - $529K
|
179
$14.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-90- 5.23% |
$13.1K - $16.2K
|
1.63K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20New |
$2.9K - $3.6K
|
20
$1.58K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$29K - $36K
|
200
$15.8K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
80.4KNew |
$12.4M - $13.6M
|
80.4K
$6.35M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-121- 0.74% |
$18.7K - $20.5K
|
16.3K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 5.35% |
$154K - $170K
|
17.7K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
290KNew |
$44.8M - $49.2M
|
290K
$22.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3- 0.14% |
$463 - $509
|
2.17K
$171K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-51- 56.04% |
$7.88K - $8.64K
|
40
$3.16K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$5.1K - $5.59K
|
2.17K
$172K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$15.4K - $17K
|
100
$7.9K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-716Closed |
$103K - $113K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.41KNew |
$203K - $222K
|
1.41K
$111K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.7KNew |
$3.57M - $3.9M
|
24.7K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
278+ 6.06% |
$40.2K - $43.9K
|
4.87K
$385K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-425- 25.09% |
$61.4K - $67.1K
|
1.27K
$100K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-120- 21.2% |
$17.3K - $19K
|
446
$35.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.3KNew |
$187K - $205K
|
1.3K
$102K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-19.1K- 62.91% |
$2.76M - $3.01M
|
11.2K
$889K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-5.85K- 13.53% |
$850K - $1.03M
|
37.4K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.64% |
$436 - $529
|
469
$37K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
66New |
$9.59K - $11.6K
|
66
$5.21K
|
|