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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-262- 3.26% |
$37.8K - $41.4K
|
7.77K
$614K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-324- 4.87% |
$46.8K - $51.2K
|
6.33K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-331- 4.11% |
$47.8K - $52.3K
|
7.73K
$610K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-331- 3.8% |
$47.8K - $52.3K
|
8.38K
$662K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-364- 25.76% |
$52.6K - $57.5K
|
1.05K
$82.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-372- 9.89% |
$53.7K - $58.8K
|
3.39K
$268K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-372- 8.81% |
$53.7K - $58.8K
|
3.85K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-419- 0.99% |
$60.5K - $66.2K
|
41.7K
$3.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-425- 25.09% |
$61.4K - $67.1K
|
1.27K
$100K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-428- 15.45% |
$61.8K - $67.6K
|
2.34K
$185K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-434- 27.35% |
$62.7K - $68.6K
|
1.15K
$91.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-450- 6.61% |
$65K - $71.1K
|
6.35K
$502K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-454- 9.0% |
$65.6K - $71.7K
|
4.59K
$363K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-496- 90.84% |
$71.6K - $78.4K
|
50
$3.95K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-508- 3.0% |
$73.4K - $80.3K
|
16.4K
$1.3M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-548- 88.96% |
$79.2K - $86.6K
|
68
$5.37K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-643- 1.06% |
$92.9K - $102K
|
60K
$4.74M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-716Closed |
$103K - $113K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-831- 15.31% |
$120K - $131K
|
4.6K
$363K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-946- 8.37% |
$137K - $149K
|
10.4K
$818K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-957- 75.53% |
$138K - $151K
|
310
$24.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.11K- 45.84% |
$161K - $176K
|
1.31K
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.18K- 6.6% |
$170K - $186K
|
16.6K
$1.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.25K- 2.06% |
$181K - $197K
|
59.4K
$4.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-1.3K- 8.79% |
$188K - $206K
|
13.5K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 14.02% |
$201K - $220K
|
8.55K
$676K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.62K- 5.31% |
$234K - $256K
|
28.9K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.68K- 9.59% |
$243K - $265K
|
15.8K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.86K- 16.8% |
$269K - $294K
|
9.22K
$729K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.13K- 34.14% |
$308K - $337K
|
4.11K
$325K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.71K- 52.79% |
$391K - $428K
|
2.42K
$191K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-3.54K- 16.1% |
$511K - $558K
|
18.4K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.54K- 2.14% |
$801K - $876K
|
253K
$20M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.48K- 8.25% |
$1.23M - $1.34M
|
94.4K
$7.46M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.36K- 33.36% |
$1.35M - $1.48M
|
18.7K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.2K- 45.01% |
$1.61M - $1.77M
|
13.7K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-14.5K- 82.33% |
$2.1M - $2.3M
|
3.12K
$246K
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-19.1K- 62.91% |
$2.76M - $3.01M
|
11.2K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26.7K- 87.47% |
$3.85M - $4.21M
|
3.82K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31K- 44.91% |
$4.48M - $4.9M
|
38.1K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.6K- 8.48% |
$4.99M - $5.46M
|
373K
$29.5M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.7K- 12.33% |
$7.91M - $8.65M
|
389K
$30.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.7K- 12.33% |
$7.91M - $8.65M
|
389K
$30.7M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-899K- 62.05% |
$130M - $142M
|
550K
$43.4M
|