Purchases and Sales Made in Q1 2024 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q1 2024. 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 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
956K+ 210.67% |
$61.1M - $184M
|
1.41M
$111M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
908K+ 180.66% |
$58M - $174M
|
1.41M
$111M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
862K+ 177.15% |
$55.1M - $165M
|
1.35M
$106M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
777K+ 193.42% |
$49.6M - $149M
|
1.18M
$93.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
626K+ 186.34% |
$40M - $120M
|
962K
$76M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
626K+ 186.34% |
$40M - $120M
|
962K
$76M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
403K+ 189.02% |
$25.8M - $77.4M
|
616K
$48.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
346K+ 189.33% |
$22.1M - $66.3M
|
528K
$41.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
324K+ 191.55% |
$20.7M - $62.2M
|
493K
$39M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
255K+ 244.86% |
$16.3M - $48.9M
|
359K
$28.4M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
245K+ 210.56% |
$15.6M - $47M
|
361K
$28.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
240K+ 198.31% |
$15.4M - $46.1M
|
361K
$28.5M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
196K+ 200.0% |
$12.6M - $37.7M
|
295K
$23.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
170K+ 189.39% |
$10.9M - $32.6M
|
260K
$20.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
164K+ 211.83% |
$10.5M - $31.5M
|
242K
$19.1M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
155K+ 209.59% |
$9.93M - $29.8M
|
230K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
119K+ 132.34% |
$7.6M - $22.8M
|
209K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
117K+ 195.97% |
$7.49M - $22.5M
|
177K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
113KNew |
$7.25M - $21.8M
|
113K
$8.96M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
107K+ 185.89% |
$6.82M - $20.5M
|
164K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
98.2K+ 184.36% |
$6.27M - $18.8M
|
151K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
92.8K+ 193.17% |
$5.93M - $17.8M
|
141K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Sam Advisors, LLC
|
BUY
|
- |
82.1K+ 199.26% |
$5.25M - $15.8M
|
123K
$9.74M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
78.4K+ 196.2% |
$5.01M - $15.1M
|
118K
$9.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
75.2K+ 186.35% |
$4.8M - $14.4M
|
116K
$9.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
72K+ 197.82% |
$4.6M - $13.8M
|
108K
$8.56M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
69.9K+ 192.79% |
$4.47M - $13.4M
|
106K
$8.38M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.5K+ 193.03% |
$3.74M - $11.2M
|
88.9K
$7.02M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
52K+ 195.97% |
$3.32M - $9.98M
|
78.5K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
50KNew |
$3.2M - $9.6M
|
50K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
48.4K+ 200.0% |
$3.09M - $9.29M
|
72.6K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47.1K+ 600.64% |
$3.01M - $9.05M
|
55K
$4.34M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.4K+ 8.51% |
$2.65M - $7.95M
|
528K
$41.7M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41.3K+ 149.76% |
$2.64M - $7.93M
|
69K
$5.45M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40K+ 186.07% |
$2.56M - $7.68M
|
61.5K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.2K+ 2354.47% |
$2.51M - $7.52M
|
40.9K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
36.9K+ 200.06% |
$2.36M - $7.08M
|
55.3K
$4.37M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.5K+ 204.22% |
$2.14M - $6.43M
|
49.9K
$3.94M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.1KNew |
$2.05M - $6.17M
|
32.1K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
27.8K+ 150.99% |
$1.77M - $5.33M
|
46.2K
$3.65M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
27.7KNew |
$1.77M - $5.31M
|
27.7K
$2.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 185.36% |
$1.75M - $5.27M
|
42.3K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.9K+ 202.6% |
$1.72M - $5.15M
|
40.1K
$3.17M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
25.2K+ 199.75% |
$1.61M - $4.84M
|
37.8K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23K+ 179.85% |
$1.47M - $4.41M
|
35.8K
$2.83M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
22.1K+ 184.85% |
$1.41M - $4.24M
|
34.1K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21K+ 192.93% |
$1.34M - $4.02M
|
31.8K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.4K+ 255.02% |
$1.24M - $3.72M
|
27K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.7K+ 752.32% |
$1.19M - $3.58M
|
21.1K
$1.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 193.48% |
$1.17M - $3.51M
|
27.7K
$2.19M
|