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 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.54K- 73.31% |
$514K - $637K
|
1.29K
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.33% |
$145 - $180
|
44
$3.78K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-300- 15.15% |
$43.5K - $53.9K
|
1.68K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.12KNew |
$162K - $201K
|
1.12K
$96.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.02KNew |
$873K - $1.08M
|
6.02K
$518K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-90- 5.23% |
$13.1K - $16.2K
|
1.63K
$140K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.94K- 94.26% |
$426K - $529K
|
179
$15.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20New |
$2.9K - $3.6K
|
20
$1.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$29K - $36K
|
200
$17.2K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
80.4KNew |
$12.4M - $13.6M
|
80.4K
$6.91M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-121- 0.74% |
$18.7K - $20.5K
|
16.3K
$1.4M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 5.35% |
$154K - $170K
|
17.7K
$1.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
290KNew |
$44.8M - $49.2M
|
290K
$24.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-51- 56.04% |
$7.88K - $8.64K
|
40
$3.44K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3- 0.14% |
$463 - $509
|
2.17K
$187K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$5.1K - $5.59K
|
2.17K
$187K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$15.4K - $17K
|
100
$8.6K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-716Closed |
$103K - $113K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
278+ 6.06% |
$40.2K - $43.9K
|
4.87K
$419K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-425- 25.09% |
$61.4K - $67.1K
|
1.27K
$109K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-120- 21.2% |
$17.3K - $19K
|
446
$38.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.3KNew |
$187K - $205K
|
1.3K
$112K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-19.1K- 62.91% |
$2.76M - $3.01M
|
11.2K
$968K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-5.85K- 13.53% |
$850K - $1.03M
|
37.4K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.64% |
$436 - $529
|
469
$40.3K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
66New |
$9.59K - $11.6K
|
66
$5.68K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-10.1K- 59.76% |
$1.47M - $1.78M
|
6.8K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-52- 0.09% |
$7.55K - $9.16K
|
58.8K
$5.06M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
184New |
$26.7K - $32.4K
|
184
$15.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 10.0% |
$436 - $529
|
33
$2.84K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.19KNew |
$318K - $386K
|
2.19K
$188K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27New |
$3.92K - $4.76K
|
27
$2.32K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-259- 69.07% |
$37.6K - $45.6K
|
116
$9.98K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 10.4% |
$14.5K - $17.6K
|
1.06K
$91.3K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
320New |
$46.5K - $56.4K
|
320
$27.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
226New |
$32.8K - $39.8K
|
226
$19.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
405+ 15.06% |
$58.8K - $71.4K
|
3.1K
$266K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.56K- 31.54% |
$227K - $275K
|
3.39K
$291K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.03KNew |
$95.2K - $343K
|
2.03K
$175K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-362- 93.78% |
$17K - $61.2K
|
24
$2.06K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-253- 11.09% |
$11.9K - $42.8K
|
2.03K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
815+ 708.7% |
$38.2K - $138K
|
930
$80K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-4- 3.25% |
$188 - $677
|
119
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-55- 27.36% |
$2.58K - $9.31K
|
146
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120New |
$5.63K - $20.3K
|
120
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.08KNew |
$97.5K - $351K
|
2.08K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-174- 0.65% |
$8.16K - $29.4K
|
26.4K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
10KNew |
$469K - $1.69M
|
10K
$860K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
134+ 558.33% |
$6.29K - $22.7K
|
158
$13.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.12KNew |
$146K - $528K
|
3.12K
$269K
|
|