Purchases and Sales Made in Q1 2023 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.8K+ 239.83% |
$7.08M - $8.6M
|
69.1K
$5.46M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.3K+ 274.44% |
$3.25M - $3.94M
|
30.5K
$2.41M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.2KNew |
$1.92M - $2.34M
|
13.2K
$1.05M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.57KNew |
$1.39M - $1.69M
|
9.57K
$756K
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.09K+ 104.16% |
$1.32M - $1.6M
|
17.8K
$1.41M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.06K+ 2.08% |
$1.32M - $1.6M
|
444K
$35.1M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.06K+ 2.08% |
$1.32M - $1.6M
|
444K
$35.1M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.62K+ 11.02% |
$962K - $1.17M
|
66.7K
$5.27M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.26K+ 19.51% |
$619K - $751K
|
26.1K
$2.06M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.25K+ 10.33% |
$617K - $748K
|
45.3K
$3.58M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.08K+ 16.78% |
$593K - $720K
|
28.4K
$2.24M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.84K+ 18.29% |
$558K - $677K
|
24.8K
$1.96M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.05K+ 2.93% |
$443K - $537K
|
107K
$8.47M
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.86KNew |
$415K - $503K
|
2.86K
$226K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.82KNew |
$410K - $497K
|
2.82K
$223K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.21K+ 91.29% |
$321K - $390K
|
4.63K
$366K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.19KNew |
$318K - $386K
|
2.19K
$173K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 17.0% |
$286K - $346K
|
13.5K
$1.07M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.86K+ 20.17% |
$270K - $328K
|
11.1K
$876K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 14.63% |
$259K - $314K
|
14K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.42KNew |
$206K - $250K
|
1.42K
$112K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 11.36% |
$180K - $219K
|
12.2K
$961K
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.05K+ 2.35% |
$152K - $185K
|
45.8K
$3.62M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
948+ 13.38% |
$138K - $167K
|
8.03K
$635K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
671+ 2.25% |
$97.4K - $118K
|
30.6K
$2.41M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
508+ 3.1% |
$73.8K - $89.5K
|
16.9K
$1.34M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
497+ 10.73% |
$72.2K - $87.6K
|
5.13K
$405K
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
463+ 17.81% |
$67.2K - $81.6K
|
3.06K
$242K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
405+ 15.06% |
$58.8K - $71.4K
|
3.1K
$244K
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
379+ 19.55% |
$55K - $66.8K
|
2.32K
$183K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
320New |
$46.5K - $56.4K
|
320
$25.3K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
230New |
$33.4K - $40.5K
|
230
$18.2K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
226New |
$32.8K - $39.8K
|
226
$17.9K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
192+ 7.46% |
$27.9K - $33.8K
|
2.77K
$218K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
191+ 4.94% |
$27.7K - $33.7K
|
4.06K
$320K
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
184New |
$26.7K - $32.4K
|
184
$14.5K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
116+ 5.08% |
$16.8K - $20.4K
|
2.4K
$189K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
103+ 3.65% |
$15K - $18.2K
|
2.92K
$231K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
100+ 10.4% |
$14.5K - $17.6K
|
1.06K
$83.9K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
90+ 81.82% |
$13.1K - $15.9K
|
200
$15.8K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
72+ 2.59% |
$10.5K - $12.7K
|
2.85K
$225K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
66New |
$9.59K - $11.6K
|
66
$5.21K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
59+ 0.45% |
$8.57K - $10.4K
|
13.1K
$1.04M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$7.26K - $8.81K
|
50
$3.95K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
42+ 525.0% |
$6.1K - $7.4K
|
50
$3.95K
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
36+ 2.47% |
$5.23K - $6.34K
|
1.49K
$118K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
34+ 2.54% |
$4.94K - $5.99K
|
1.37K
$109K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 2.14% |
$4.94K - $5.99K
|
1.62K
$128K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31+ 2.03% |
$4.5K - $5.46K
|
1.56K
$123K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27New |
$3.92K - $4.76K
|
27
$2.13K
|