Purchases and Sales Made in Q2 2023 in Ishares Tr (IYG)

IYG Quotes by TradingView

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
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
157
+ 0.91%
$22.7K - $24.8K
17.4K $1.37M
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
154
+ 1.27%
$22.2K - $24.3K
12.3K $974K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
144
+ 3.47%
$20.8K - $22.8K
4.3K $339K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
91
+ 16.16%
$13.1K - $14.4K
654 $51.7K
Jul 31, 2023 Q2 2023
Dividend Assets Capital, LLC

BUY
 -
91
New
$13.1K - $14.4K
91 $7.19K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
86
+ 3.01%
$12.4K - $13.6K
2.94K $232K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
68
New
$9.82K - $10.7K
68 $5.37K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
63
+ 2.28%
$9.1K - $9.95K
2.83K $223K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
46
+ 0.33%
$6.64K - $7.27K
14K $1.11M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
45
+ 3.17%
$6.5K - $7.11K
1.46K $116K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
36
New
$5.2K - $5.69K
36 $2.84K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
36
+ 0.57%
$5.2K - $5.69K
6.34K $500K
Jul 13, 2023 Q2 2023
Consolidated Capital Management, LLC

BUY
 -
32
+ 1.05%
$4.62K - $5.06K
3.09K $244K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
28
+ 56.0%
$4.04K - $4.42K
78 $6.16K
Aug 07, 2023 Q2 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
14
+ 0.33%
$2.02K - $2.21K
4.29K $339K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
11
New
$1.59K - $1.74K
11 $869
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
9
+ 0.45%
$1.3K - $1.42K
2K $158K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
7
+ 2.97%
$1.01K - $1.11K
243 $19.2K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
5
+ 1.52%
$722 - $790
333 $26.3K
Jul 26, 2023 Q2 2023
Kesler, Norman & Wride, LLC

BUY
 -
4
+ 0.23%
$578 - $632
1.75K $138K
Jul 10, 2023 Q2 2023
Castle Rock Wealth Management, LLC

BUY
 -
2
+ 0.06%
$289 - $316
3.6K $284K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
1
+ 0.16%
$144 - $158
617 $48.7K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
1
+ 0.93%
$144 - $158
108 $8.53K
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
1
+ 0.03%
$144 - $158
3.16K $250K
Jul 26, 2023 Q2 2023
Central Trust CO

Jefferson City, MO
BUY
 -
1
+ 0.43%
$144 - $158
231 $18.2K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-1
- 1.11%
$144 - $158
89 $7.03K
Aug 03, 2023 Q2 2023
Bank Of Nova Scotia

SELL
 -
-3
- 0.01%
$433 - $474
24.2K $1.91M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

SELL
 -
-6
- 0.22%
$867 - $948
2.67K $211K
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

SELL
 -
-6
- 0.34%
$867 - $948
1.74K $138K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-16
- 5.71%
$2.31K - $2.53K
264 $20.9K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-17
Closed
$2.46K - $2.69K
0 $0
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

SELL
 -
-27
- 1.8%
$3.9K - $4.27K
1.47K $116K
Jul 14, 2023 Q2 2023
Patten & Patten Inc

SELL
 -
-30
- 0.35%
$4.33K - $4.74K
8.46K $668K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-32
- 2.05%
$4.62K - $5.06K
1.53K $121K
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

SELL
 -
-33
- 1.38%
$4.77K - $5.21K
2.37K $187K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-37
- 4.58%
$5.34K - $5.85K
771 $60.9K
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

SELL
 -
-40
- 1.78%
$5.78K - $6.32K
2.2K $174K
Jul 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-50
- 6.58%
$7.22K - $7.9K
710 $56.1K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-55
- 2.64%
$7.94K - $8.69K
2.03K $160K
Aug 15, 2023 Q2 2023
Objective Capital Management, LLC

SELL
 -
-67
- 3.09%
$9.68K - $10.6K
2.1K $166K
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-78
- 1.49%
$11.3K - $12.3K
5.17K $408K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

SELL
 -
-82
- 2.81%
$11.8K - $13K
2.83K $224K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-85
- 2.96%
$12.3K - $13.4K
2.79K $220K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-91
- 0.6%
$13.1K - $14.4K
15.1K $1.2M
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-92
- 3.15%
$13.3K - $14.5K
2.83K $224K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-120
- 21.2%
$17.3K - $19K
446 $35.2K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-140
- 8.64%
$20.2K - $22.1K
1.48K $117K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-150
- 3.66%
$21.7K - $23.7K
3.95K $312K
Jul 21, 2023 Q2 2023
Capital Wealth Alliance, LLC

SELL
 -
-180
- 6.7%
$26K - $28.4K
2.51K $198K

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