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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.67K+ 172.14% |
$107K - $320K
|
2.64K
$208K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.62K+ 437.67% |
$103K - $310K
|
1.98K
$157K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.6K+ 200.0% |
$103K - $308K
|
2.41K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.47K+ 189.7% |
$94.2K - $283K
|
2.25K
$178K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.24K+ 200.16% |
$79.2K - $238K
|
1.86K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.16K+ 197.28% |
$74.3K - $223K
|
1.75K
$138K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.12K+ 183.63% |
$71.7K - $215K
|
1.73K
$137K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.08K+ 24.38% |
$69K - $207K
|
5.51K
$435K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
873New |
$55.8K - $168K
|
873
$69K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
723+ 200.28% |
$46.2K - $139K
|
1.08K
$85.6K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
711+ 25.37% |
$45.4K - $136K
|
3.51K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
701+ 200.29% |
$44.8K - $135K
|
1.05K
$83K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
618+ 200.0% |
$39.5K - $119K
|
927
$73.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
600+ 200.0% |
$38.3K - $115K
|
900
$71.1K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
600+ 200.0% |
$38.3K - $115K
|
900
$71.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
573+ 189.11% |
$36.6K - $110K
|
876
$69.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
548+ 805.88% |
$35K - $105K
|
616
$48.7K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
535New |
$34.2K - $103K
|
535
$42.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
507+ 82.44% |
$32.4K - $97.3K
|
1.12K
$88.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
489+ 200.41% |
$31.3K - $93.8K
|
733
$57.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
469+ 200.43% |
$30K - $90K
|
703
$55.5K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
400+ 200.0% |
$25.6K - $76.8K
|
600
$47.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
390+ 159.84% |
$24.9K - $74.8K
|
634
$50.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
384+ 177.78% |
$24.5K - $73.7K
|
600
$47.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
380+ 200.0% |
$24.3K - $72.9K
|
570
$45K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
350+ 200.0% |
$22.4K - $67.2K
|
525
$41.5K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
348+ 138.1% |
$22.2K - $66.8K
|
600
$47.4K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
326+ 200.0% |
$20.8K - $62.6K
|
489
$38.6K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
322+ 200.0% |
$20.6K - $61.8K
|
483
$38.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
300+ 200.0% |
$19.2K - $57.6K
|
450
$35.5K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
230+ 200.0% |
$14.7K - $44.1K
|
345
$27.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
223+ 199.11% |
$14.3K - $42.8K
|
335
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
216+ 200.0% |
$13.8K - $41.5K
|
324
$25.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
216New |
$13.8K - $41.5K
|
216
$17.1K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
213New |
$13.6K - $40.9K
|
213
$16.8K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
204+ 200.0% |
$13K - $39.2K
|
306
$24.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
203+ 186.24% |
$13K - $39K
|
312
$24.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
202New |
$12.9K - $38.8K
|
202
$16K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
201+ 100.0% |
$12.8K - $38.6K
|
402
$31.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
180+ 200.0% |
$11.5K - $34.5K
|
270
$21.3K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
176+ 200.0% |
$11.2K - $33.8K
|
264
$20.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
165+ 201.22% |
$10.5K - $31.7K
|
247
$19.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
164+ 182.22% |
$10.5K - $31.5K
|
254
$20.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
155+ 201.3% |
$9.91K - $29.7K
|
232
$18.3K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
150+ 200.0% |
$9.59K - $28.8K
|
225
$17.8K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 200.0% |
$9.59K - $28.8K
|
225
$17.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
138+ 200.0% |
$8.82K - $26.5K
|
207
$16.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
134+ 200.0% |
$8.56K - $25.7K
|
201
$15.9K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
129+ 2.03% |
$8.24K - $24.8K
|
6.48K
$512K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
128+ 200.0% |
$8.18K - $24.6K
|
192
$15.2K
|