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 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-345- 19.91% |
$21.5K - $23.2K
|
1.39K
$119K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11.9KNew |
$743K - $800K
|
11.9K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$93.4K - $101K
|
1.5K
$129K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-460- 8.48% |
$28.6K - $30.9K
|
4.96K
$427K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-201- 50.0% |
$12.5K - $13.5K
|
201
$17.3K
|
|
| Q1 2024 | |||||||
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.21KNew |
$205K - $617K
|
3.21K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
204+ 200.0% |
$13K - $39.2K
|
306
$26.3K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
81New |
$5.18K - $15.5K
|
81
$6.97K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-510- 80.19% |
$32.6K - $97.9K
|
126
$10.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.82KNew |
$244K - $732K
|
3.82K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$12.9K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
196K+ 200.0% |
$12.6M - $37.7M
|
295K
$25.3M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
48.4K+ 200.0% |
$3.09M - $9.29M
|
72.6K
$6.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.4K+ 255.02% |
$1.24M - $3.72M
|
27K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.01KNew |
$320K - $961K
|
5.01K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 200.0% |
$1.28K - $3.84K
|
30
$2.58K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 200.0% |
$767 - $2.3K
|
18
$1.55K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.4KNew |
$281K - $844K
|
4.4K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
70+ 200.0% |
$4.47K - $13.4K
|
105
$9.03K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400+ 200.0% |
$25.6K - $76.8K
|
600
$51.6K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 200.0% |
$1.41K - $4.22K
|
33
$2.84K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.37K+ 183.29% |
$151K - $455K
|
3.66K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
3.35KNew |
$214K - $642K
|
3.35K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$12.9K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
32+ 200.0% |
$2.05K - $6.14K
|
48
$4.13K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.6K+ 200.0% |
$103K - $308K
|
2.41K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.35K+ 200.0% |
$150K - $450K
|
3.52K
$303K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
3.17KNew |
$202K - $607K
|
3.17K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-24- 57.14% |
$1.53K - $4.61K
|
18
$1.55K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.59K+ 200.0% |
$613K - $1.84M
|
14.4K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 200.0% |
$9.59K - $28.8K
|
225
$19.4K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.9K+ 200.0% |
$763K - $2.29M
|
17.9K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.3K+ 200.0% |
$147K - $441K
|
3.45K
$297K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
3.12KNew |
$199K - $599K
|
3.12K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$12.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
390+ 159.84% |
$24.9K - $74.8K
|
634
$54.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.19KNew |
$204K - $611K
|
3.19K
$274K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 202.44% |
$5.3K - $15.9K
|
124
$10.7K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.8K+ 157.77% |
$243K - $729K
|
6.21K
$534K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 200.0% |
$2.81K - $8.44K
|
66
$5.68K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 200.0% |
$1.02K - $3.07K
|
24
$2.06K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.41KNew |
$346K - $1.04M
|
5.41K
$465K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
600+ 200.0% |
$38.3K - $115K
|
900
$77.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.32K+ 200.0% |
$340K - $1.02M
|
7.98K
$686K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
90+ 66.67% |
$5.75K - $17.3K
|
225
$19.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.14K+ 200.0% |
$137K - $411K
|
3.21K
$276K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$12.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300+ 200.0% |
$19.2K - $57.6K
|
450
$38.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
138+ 200.0% |
$8.82K - $26.5K
|
207
$17.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
7.95K+ 200.0% |
$508K - $1.53M
|
11.9K
$1.03M
|
|