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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.46K+ 194.76% |
$285K - $857K
|
6.76K
$534K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.4KNew |
$281K - $844K
|
4.4K
$348K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
4.2K+ 200.05% |
$268K - $806K
|
6.3K
$497K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.07K+ 200.0% |
$260K - $781K
|
6.11K
$482K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.06K+ 201.04% |
$259K - $778K
|
6.07K
$480K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.95K+ 179.55% |
$252K - $758K
|
6.15K
$486K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.85K+ 144.7% |
$246K - $738K
|
6.5K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.82KNew |
$244K - $732K
|
3.82K
$301K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.8K+ 157.77% |
$243K - $729K
|
6.21K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.55K+ 190.1% |
$227K - $682K
|
5.42K
$428K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.49K+ 173.99% |
$223K - $670K
|
5.5K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.49KNew |
$223K - $669K
|
3.49K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.46KNew |
$221K - $663K
|
3.46K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.44K+ 200.99% |
$220K - $659K
|
5.14K
$406K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
3.35KNew |
$214K - $642K
|
3.35K
$264K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.27KNew |
$209K - $627K
|
3.27K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.27K+ 169.71% |
$209K - $627K
|
5.19K
$410K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.21KNew |
$205K - $617K
|
3.21K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.19KNew |
$204K - $611K
|
3.19K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.17K+ 248.74% |
$203K - $608K
|
4.44K
$351K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
3.17KNew |
$202K - $607K
|
3.17K
$250K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.14KNew |
$201K - $602K
|
3.14K
$248K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.12K+ 184.67% |
$199K - $599K
|
4.81K
$380K
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
3.12KNew |
$199K - $599K
|
3.12K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.11KNew |
$199K - $596K
|
3.11K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.07K+ 185.22% |
$196K - $589K
|
4.73K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.01K+ 198.03% |
$193K - $578K
|
4.54K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 200.68% |
$189K - $568K
|
4.44K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.96K+ 202.05% |
$189K - $567K
|
4.42K
$349K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.89K+ 121.96% |
$185K - $555K
|
5.27K
$416K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.82K+ 193.62% |
$180K - $542K
|
4.28K
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.78K+ 200.0% |
$178K - $534K
|
4.18K
$330K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.66K+ 208.45% |
$170K - $511K
|
3.94K
$311K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.64K+ 235.63% |
$169K - $506K
|
3.76K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.63K+ 200.08% |
$168K - $505K
|
3.94K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.6K+ 172.35% |
$166K - $499K
|
4.11K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.53K+ 209.44% |
$162K - $485K
|
3.74K
$295K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.5K+ 200.0% |
$160K - $480K
|
3.75K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.49K+ 189.71% |
$159K - $478K
|
3.8K
$300K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.44K+ 147.97% |
$156K - $469K
|
4.09K
$323K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.37K+ 183.29% |
$151K - $455K
|
3.66K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.35K+ 21.46% |
$150K - $451K
|
13.3K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.35K+ 200.0% |
$150K - $450K
|
3.52K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.3K+ 200.0% |
$147K - $441K
|
3.45K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.28K+ 200.09% |
$146K - $438K
|
3.42K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.18K+ 167.33% |
$139K - $419K
|
3.49K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.14K+ 200.0% |
$137K - $411K
|
3.21K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 46.11% |
$133K - $400K
|
6.6K
$522K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.08K+ 182.11% |
$133K - $398K
|
3.22K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.77K+ 51.11% |
$113K - $340K
|
5.24K
$414K
|