Latest Institutional Purchases of Ishares Tr (IYG)
This list provides information on the latest institutional transactions involving Ishares Tr (IYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.19KNew |
$204K - $611K
|
3.19K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
3.17KNew |
$202K - $607K
|
3.17K
$284K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
3.12KNew |
$199K - $599K
|
3.12K
$279K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.37K+ 183.29% |
$151K - $455K
|
3.66K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.35K+ 200.0% |
$150K - $450K
|
3.52K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.3K+ 200.0% |
$147K - $441K
|
3.45K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.14K+ 200.0% |
$137K - $411K
|
3.21K
$288K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.6K+ 200.0% |
$103K - $308K
|
2.41K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
600+ 200.0% |
$38.3K - $115K
|
900
$80.6K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400+ 200.0% |
$25.6K - $76.8K
|
600
$53.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
390+ 159.84% |
$24.9K - $74.8K
|
634
$56.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300+ 200.0% |
$19.2K - $57.6K
|
450
$40.3K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
204+ 200.0% |
$13K - $39.2K
|
306
$27.4K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 200.0% |
$9.59K - $28.8K
|
225
$20.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
138+ 200.0% |
$8.82K - $26.5K
|
207
$18.5K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$13.4K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$13.4K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$13.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$13.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
90+ 66.67% |
$5.75K - $17.3K
|
225
$20.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 202.44% |
$5.3K - $15.9K
|
124
$11.1K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
81New |
$5.18K - $15.5K
|
81
$7.26K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
70+ 200.0% |
$4.47K - $13.4K
|
105
$9.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 200.0% |
$2.81K - $8.44K
|
66
$5.91K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
32+ 200.0% |
$2.05K - $6.14K
|
48
$4.3K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 200.0% |
$1.41K - $4.22K
|
33
$2.96K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 200.0% |
$1.28K - $3.84K
|
30
$2.69K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 200.0% |
$1.02K - $3.07K
|
24
$2.15K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 200.0% |
$767 - $2.3K
|
18
$1.61K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.02KNew |
$873K - $1.08M
|
6.02K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.12KNew |
$162K - $201K
|
1.12K
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$29K - $36K
|
200
$17.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20New |
$2.9K - $3.6K
|
20
$1.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.33% |
$145 - $180
|
44
$3.94K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
290KNew |
$44.8M - $49.2M
|
290K
$26M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
80.4KNew |
$12.4M - $13.6M
|
80.4K
$7.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$15.4K - $17K
|
100
$8.96K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 1.54% |
$5.1K - $5.59K
|
2.17K
$195K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.3KNew |
$187K - $205K
|
1.3K
$116K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
278+ 6.06% |
$40.2K - $43.9K
|
4.87K
$436K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.19KNew |
$318K - $386K
|
2.19K
$196K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
405+ 15.06% |
$58.8K - $71.4K
|
3.1K
$277K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
320New |
$46.5K - $56.4K
|
320
$28.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
226New |
$32.8K - $39.8K
|
226
$20.2K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
184New |
$26.7K - $32.4K
|
184
$16.5K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 10.4% |
$14.5K - $17.6K
|
1.06K
$95.1K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
66New |
$9.59K - $11.6K
|
66
$5.91K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27New |
$3.92K - $4.76K
|
27
$2.42K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.64% |
$436 - $529
|
469
$42K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 10.0% |
$436 - $529
|
33
$2.96K
|
|