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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.7K- 22.61% |
$3.73M - $4.53M
|
88K
$6.95M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-26.1K- 28.64% |
$3.79M - $4.6M
|
65K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-28.1K- 92.51% |
$4.08M - $4.95M
|
2.28K
$180K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.1K- 7.52% |
$4.81M - $5.84M
|
408K
$32.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.5K- 72.19% |
$6.6M - $8.01M
|
17.5K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.4K- 19.68% |
$9.2M - $11.2M
|
259K
$20.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-64.1K- 26.41% |
$9.3M - $11.3M
|
178K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-76.4K- 14.81% |
$11.1M - $13.5M
|
439K
$34.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90.6K- 59.83% |
$13.2M - $16M
|
60.8K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-121K- 97.69% |
$17.6M - $21.4M
|
2.87K
$227K
|