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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 200.0% |
$1.41K - $4.22K
|
33
$2.8K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.37K+ 183.29% |
$151K - $455K
|
3.66K
$311K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
3.35KNew |
$214K - $642K
|
3.35K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$12.7K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
32+ 200.0% |
$2.05K - $6.14K
|
48
$4.07K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.6K+ 200.0% |
$103K - $308K
|
2.41K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.35K+ 200.0% |
$150K - $450K
|
3.52K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
3.17KNew |
$202K - $607K
|
3.17K
$268K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-24- 57.14% |
$1.53K - $4.61K
|
18
$1.53K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
27.7KNew |
$1.77M - $5.31M
|
27.7K
$2.35M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.59K+ 200.0% |
$613K - $1.84M
|
14.4K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 200.0% |
$9.59K - $28.8K
|
225
$19.1K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.9K+ 200.0% |
$763K - $2.29M
|
17.9K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.3K+ 200.0% |
$147K - $441K
|
3.45K
$293K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
600+ 200.0% |
$38.3K - $115K
|
900
$76.3K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
3.12KNew |
$199K - $599K
|
3.12K
$265K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$12.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
390+ 159.84% |
$24.9K - $74.8K
|
634
$53.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.19KNew |
$204K - $611K
|
3.19K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 202.44% |
$5.3K - $15.9K
|
124
$10.5K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.8K+ 157.77% |
$243K - $729K
|
6.21K
$526K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 200.0% |
$2.81K - $8.44K
|
66
$5.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 200.0% |
$1.02K - $3.07K
|
24
$2.03K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.41KNew |
$346K - $1.04M
|
5.41K
$459K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
600+ 200.0% |
$38.3K - $115K
|
900
$76.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.32K+ 200.0% |
$340K - $1.02M
|
7.98K
$677K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
90+ 66.67% |
$5.75K - $17.3K
|
225
$19.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.14K+ 200.0% |
$137K - $411K
|
3.21K
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$12.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
180+ 200.0% |
$11.5K - $34.5K
|
270
$22.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
138+ 200.0% |
$8.82K - $26.5K
|
207
$17.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300+ 200.0% |
$19.2K - $57.6K
|
450
$38.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
7.95K+ 200.0% |
$508K - $1.53M
|
11.9K
$1.01M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.54K- 73.31% |
$514K - $637K
|
1.29K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-300- 15.15% |
$43.5K - $53.9K
|
1.68K
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.12KNew |
$162K - $201K
|
1.12K
$95K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.33% |
$145 - $180
|
44
$3.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.02KNew |
$873K - $1.08M
|
6.02K
$510K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.94K- 94.26% |
$426K - $529K
|
179
$15.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-90- 5.23% |
$13.1K - $16.2K
|
1.63K
$138K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20New |
$2.9K - $3.6K
|
20
$1.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$29K - $36K
|
200
$17K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
80.4KNew |
$12.4M - $13.6M
|
80.4K
$6.82M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-121- 0.74% |
$18.7K - $20.5K
|
16.3K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 5.35% |
$154K - $170K
|
17.7K
$1.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
290KNew |
$44.8M - $49.2M
|
290K
$24.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3- 0.14% |
$463 - $509
|
2.17K
$184K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-51- 56.04% |
$7.88K - $8.64K
|
40
$3.39K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$5.1K - $5.59K
|
2.17K
$184K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$15.4K - $17K
|
100
$8.48K
|
|