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 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$11.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$11.8K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
100+ 200.0% |
$6.39K - $19.2K
|
150
$11.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$11.6K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
98+ 200.0% |
$6.26K - $18.8K
|
147
$11.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
90+ 66.67% |
$5.75K - $17.3K
|
225
$17.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
83+ 202.44% |
$5.3K - $15.9K
|
124
$9.79K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
82+ 200.0% |
$5.24K - $15.7K
|
123
$9.72K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
81New |
$5.18K - $15.5K
|
81
$6.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
80+ 50.0% |
$5.11K - $15.4K
|
240
$19K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
70+ 200.0% |
$4.47K - $13.4K
|
105
$8.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 200.0% |
$2.81K - $8.44K
|
66
$5.21K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
42+ 200.0% |
$2.68K - $8.06K
|
63
$4.98K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
32+ 200.0% |
$2.05K - $6.14K
|
48
$3.79K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
24+ 200.0% |
$1.53K - $4.61K
|
36
$2.84K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24New |
$1.53K - $4.61K
|
24
$1.9K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
22+ 200.0% |
$1.41K - $4.22K
|
33
$2.61K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 200.0% |
$1.28K - $3.84K
|
30
$2.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 200.0% |
$1.02K - $3.07K
|
24
$1.9K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 200.0% |
$767 - $2.3K
|
18
$1.42K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9New |
$575 - $1.73K
|
9
$711
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-24- 57.14% |
$1.53K - $4.61K
|
18
$1.42K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-230- 93.88% |
$14.7K - $44.1K
|
15
$1.18K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-510- 80.19% |
$32.6K - $97.9K
|
126
$9.95K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-758- 67.14% |
$48.4K - $145K
|
371
$29.3K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-925- 87.26% |
$59.1K - $178K
|
135
$10.7K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-998- 49.68% |
$63.8K - $192K
|
1.01K
$79.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.64K- 10.65% |
$233K - $699K
|
30.6K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.3KClosed |
$1.68M - $5.05M
|
0
$0
|