Purchases and Sales Made in Q2 2023 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
144K+ 47.32% |
$20.8M - $22.8M
|
449K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
58.1K+ 3595.92% |
$8.4M - $9.19M
|
59.8K
$4.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
40.8K+ 61.13% |
$5.89M - $6.44M
|
107K
$8.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.9K+ 725.5% |
$5.04M - $5.52M
|
39.7K
$3.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
24.7KNew |
$3.57M - $3.9M
|
24.7K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
24.6K+ 5.61% |
$3.56M - $3.89M
|
464K
$36.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.3K+ 8.58% |
$2.21M - $2.42M
|
194K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11K+ 6.5% |
$1.58M - $1.73M
|
180K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.4K+ 752.0% |
$1.5M - $1.64M
|
11.7K
$927K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.24K+ 8.23% |
$1.05M - $1.14M
|
95.2K
$7.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.85K+ 12.9% |
$845K - $924K
|
51.2K
$4.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
4.84K+ 8.8% |
$699K - $765K
|
59.8K
$4.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$693K - $758K
|
4.8K
$379K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.36K+ 11.81% |
$485K - $530K
|
31.8K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.08K+ 10.83% |
$444K - $486K
|
31.5K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.75KNew |
$397K - $435K
|
2.75K
$217K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
2.72K+ 7.02% |
$393K - $430K
|
41.5K
$3.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.35K+ 5.13% |
$339K - $371K
|
48.1K
$3.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.17KNew |
$314K - $343K
|
2.17K
$172K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.57K+ 2.42% |
$227K - $249K
|
66.6K
$5.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.48K+ 24.86% |
$214K - $234K
|
7.44K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.46KNew |
$211K - $231K
|
1.46K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.41KNew |
$203K - $222K
|
1.41K
$111K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.32KNew |
$191K - $209K
|
1.32K
$105K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.31K+ 9.98% |
$190K - $207K
|
14.5K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.3KNew |
$187K - $205K
|
1.3K
$102K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.29KNew |
$186K - $204K
|
1.29K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.21K+ 69.33% |
$174K - $190K
|
2.94K
$232K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19K+ 4.56% |
$172K - $188K
|
27.3K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.13K+ 2.83% |
$162K - $178K
|
40.9K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.11K+ 34.41% |
$160K - $175K
|
4.32K
$342K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.1K+ 134.6% |
$159K - $174K
|
1.92K
$152K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.07K+ 71.72% |
$155K - $169K
|
2.56K
$202K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.01K+ 2.84% |
$146K - $160K
|
36.7K
$2.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
953+ 0.73% |
$138K - $151K
|
132K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
931+ 22.95% |
$134K - $147K
|
4.99K
$394K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
797+ 9.73% |
$115K - $126K
|
8.99K
$710K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
797+ 9.73% |
$115K - $126K
|
8.99K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
637+ 0.59% |
$92K - $101K
|
108K
$8.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
528+ 3.9% |
$76.3K - $83.4K
|
14.1K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
525+ 14.39% |
$75.8K - $82.9K
|
4.17K
$330K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$72.2K - $79K
|
500
$39.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
386+ 14.31% |
$55.8K - $61K
|
3.08K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
385+ 0.98% |
$55.6K - $60.8K
|
39.7K
$3.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
298+ 12.76% |
$43K - $47.1K
|
2.63K
$208K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
287+ 15.5% |
$41.5K - $45.3K
|
2.14K
$169K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
278+ 6.06% |
$40.2K - $43.9K
|
4.87K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
239+ 26.09% |
$34.5K - $37.8K
|
1.16K
$91.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
201+ 0.75% |
$29K - $31.8K
|
26.9K
$2.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
164+ 7.26% |
$23.7K - $25.9K
|
2.42K
$191K
|