Purchases and Sales Made in Q2 2024 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
162K+ 11.99% |
$10.1M - $10.8M
|
1.51M
$121M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.3K+ 14.46% |
$4.44M - $4.79M
|
565K
$45.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
46.5KNew |
$2.89M - $3.12M
|
46.5K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.3KNew |
$2.39M - $2.57M
|
38.3K
$3.06M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
38.3K+ 2.72% |
$2.38M - $2.57M
|
1.45M
$116M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
38.2K+ 2.71% |
$2.38M - $2.56M
|
1.45M
$116M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
25K+ 10.89% |
$1.56M - $1.68M
|
255K
$20.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.3K+ 48.79% |
$1.52M - $1.63M
|
74.2K
$5.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.2K+ 6.73% |
$1.51M - $1.62M
|
383K
$30.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.8K+ 211.47% |
$1.48M - $1.6M
|
35.1K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 132.78% |
$1.1M - $1.18M
|
30.9K
$2.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15K+ 229.31% |
$933K - $1.01M
|
21.5K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 5.98% |
$900K - $970K
|
256K
$20.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
12.3K+ 3.41% |
$767K - $826K
|
373K
$29.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
11.9KNew |
$743K - $800K
|
11.9K
$954K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.2K+ 10.58% |
$699K - $754K
|
117K
$9.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
8.26KNew |
$514K - $554K
|
8.26K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.47K+ 135.66% |
$465K - $501K
|
13K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.64K+ 200.0% |
$351K - $379K
|
8.47K
$677K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.9K+ 139.5% |
$305K - $329K
|
8.42K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.73K+ 91.91% |
$294K - $317K
|
9.87K
$790K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.65KNew |
$290K - $312K
|
4.65K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.62KNew |
$287K - $310K
|
4.62K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.5KNew |
$280K - $302K
|
4.5K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.07KNew |
$253K - $273K
|
4.07K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.63K+ 3.35% |
$226K - $244K
|
112K
$8.96M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
3.41KNew |
$212K - $229K
|
3.41K
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.31KNew |
$206K - $222K
|
3.31K
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.29KNew |
$205K - $221K
|
3.29K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.21KNew |
$200K - $215K
|
3.21K
$257K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.89K+ 330.47% |
$180K - $194K
|
3.76K
$301K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.71K+ 3.41% |
$169K - $182K
|
82.1K
$6.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.39K+ 36.38% |
$149K - $161K
|
8.97K
$718K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 10.51% |
$144K - $155K
|
24.4K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.3K+ 199.05% |
$143K - $154K
|
3.45K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.12KNew |
$132K - $142K
|
2.12K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.1K+ 4.2% |
$131K - $141K
|
52.1K
$4.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.6K+ 8.19% |
$99.9K - $108K
|
21.2K
$1.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$93.4K - $101K
|
1.5K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39K+ 0.38% |
$86.2K - $92.9K
|
363K
$29M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.36K+ 9.14% |
$84.7K - $91.3K
|
16.2K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.35K+ 13.85% |
$83.8K - $90.3K
|
11.1K
$885K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.2K+ 3.76% |
$74.6K - $80.4K
|
33K
$2.64M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 2.5% |
$71.9K - $77.5K
|
47.3K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.1K+ 3.06% |
$68.3K - $73.6K
|
36.9K
$2.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.06KNew |
$66.1K - $71.3K
|
1.06K
$84.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
755+ 7.54% |
$47K - $50.7K
|
10.8K
$862K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
727+ 4.45% |
$45.3K - $48.8K
|
17.1K
$1.36M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
569+ 1.77% |
$35.4K - $38.2K
|
32.7K
$2.62M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
565+ 2.93% |
$35.2K - $37.9K
|
19.8K
$1.59M
|