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 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 30.12% |
$3.63K - $4.41K
|
108
$8.53K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23+ 1.44% |
$3.34K - $4.05K
|
1.62K
$128K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22New |
$3.2K - $3.88K
|
22
$1.74K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20+ 0.47% |
$2.9K - $3.52K
|
4.27K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11+ 0.4% |
$1.6K - $1.94K
|
2.77K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
11+ 0.56% |
$1.6K - $1.94K
|
1.99K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
6+ 0.03% |
$871 - $1.06K
|
22K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.64% |
$436 - $529
|
469
$37K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$436 - $529
|
3.59K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 10.0% |
$436 - $529
|
33
$2.61K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
2+ 0.06% |
$290 - $352
|
3.16K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 1.25% |
$145 - $176
|
81
$6.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.92% |
$145 - $176
|
110
$8.69K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.06% |
$145 - $176
|
1.59K
$125K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$145 - $176
|
168
$13.3K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$290 - $352
|
6.66K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-3- 0.14% |
$436 - $529
|
2.17K
$171K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 4.93% |
$2.47K - $3K
|
328
$25.9K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-20- 1.32% |
$2.9K - $3.52K
|
1.5K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-30- 2.07% |
$4.36K - $5.29K
|
1.42K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-33- 44.0% |
$4.79K - $5.82K
|
42
$3.32K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34- 1.48% |
$4.94K - $5.99K
|
2.26K
$178K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-34- 12.59% |
$4.94K - $5.99K
|
236
$18.6K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-35- 28.0% |
$5.08K - $6.17K
|
90
$7.11K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-37- 1.75% |
$5.37K - $6.52K
|
2.08K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-42- 84.0% |
$6.1K - $7.4K
|
8
$632
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-44- 40.74% |
$6.39K - $7.75K
|
64
$5.06K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-47- 1.1% |
$6.83K - $8.28K
|
4.22K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-52- 0.09% |
$7.55K - $9.16K
|
58.8K
$4.64M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-57- 1.35% |
$8.28K - $10K
|
4.15K
$328K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-60- 6.83% |
$8.71K - $10.6K
|
818
$64.6K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-75- 87.21% |
$10.9K - $13.2K
|
11
$869
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-80Closed |
$11.6K - $14.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-124- 2.94% |
$18K - $21.9K
|
4.1K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-153- 14.31% |
$22.2K - $27K
|
916
$72.4K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-153- 19.9% |
$22.2K - $27K
|
616
$48.7K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-162- 22.34% |
$23.5K - $28.6K
|
563
$44.5K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-195- 19.44% |
$28.3K - $34.4K
|
808
$63.8K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-209- 3.83% |
$30.4K - $36.8K
|
5.24K
$414K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-238- 85.3% |
$34.6K - $41.9K
|
41
$3.24K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-259- 69.07% |
$37.6K - $45.6K
|
116
$9.16K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-264- 9.81% |
$38.3K - $46.5K
|
2.43K
$192K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-268- 12.64% |
$38.9K - $47.2K
|
1.85K
$146K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-281- 0.78% |
$40.8K - $49.5K
|
35.6K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-312- 5.44% |
$45.3K - $55K
|
5.43K
$429K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-403- 1.31% |
$58.5K - $71K
|
30.3K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-436- 1.08% |
$63.3K - $76.8K
|
39.8K
$3.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-451- 8.21% |
$65.5K - $79.5K
|
5.05K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-497- 9.69% |
$72.2K - $87.6K
|
4.63K
$366K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-500- 5.84% |
$72.6K - $88.1K
|
8.06K
$636K
|