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 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
523+ 0.59% |
$32.6K - $35.1K
|
89.4K
$7.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
517+ 2.52% |
$32.2K - $34.7K
|
21K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
497+ 5.87% |
$30.9K - $33.4K
|
8.96K
$708K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
477+ 12.69% |
$29.7K - $32K
|
4.24K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
465+ 2.31% |
$29K - $31.2K
|
20.6K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
465+ 344.44% |
$29K - $31.2K
|
600
$47.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
420New |
$26.2K - $28.2K
|
420
$33.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
404+ 200.0% |
$25.2K - $27.1K
|
606
$47.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
396+ 42.72% |
$24.7K - $26.6K
|
1.32K
$105K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
395+ 21.26% |
$24.6K - $26.5K
|
2.25K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
342New |
$21.3K - $23K
|
342
$27K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
288New |
$17.9K - $19.3K
|
288
$22.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
279New |
$17.4K - $18.7K
|
279
$22K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
272+ 3.04% |
$16.9K - $18.3K
|
9.21K
$728K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
264New |
$16.4K - $17.7K
|
264
$20.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
210New |
$13.1K - $14.1K
|
210
$16.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
201+ 100.0% |
$12.5K - $13.5K
|
402
$31.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
189New |
$11.8K - $12.7K
|
189
$14.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
170+ 4.55% |
$10.6K - $11.4K
|
3.91K
$308K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
146+ 1.21% |
$9.09K - $9.8K
|
12.2K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
129+ 148.28% |
$8.03K - $8.66K
|
216
$17.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
122+ 2.54% |
$7.6K - $8.19K
|
4.93K
$390K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 2.19% |
$4.67K - $5.03K
|
3.5K
$276K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
72+ 200.0% |
$4.48K - $4.83K
|
108
$8.53K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
60New |
$3.74K - $4.03K
|
60
$4.74K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
52+ 0.08% |
$3.24K - $3.49K
|
61.6K
$4.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
43+ 0.95% |
$2.68K - $2.89K
|
4.58K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
20+ 0.33% |
$1.25K - $1.34K
|
6.09K
$481K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12+ 19.05% |
$747 - $805
|
75
$5.92K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.25% |
$685 - $738
|
4.45K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
11+ 0.02% |
$685 - $738
|
55.3K
$4.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8+ 0.23% |
$498 - $537
|
3.49K
$276K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.27% |
$374 - $403
|
2.26K
$178K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$249 - $268
|
10.6K
$834K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.0% |
$187 - $201
|
69K
$5.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.29% |
$187 - $201
|
1.05K
$83.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.06% |
$125 - $134
|
3.27K
$258K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.11% |
$125 - $134
|
1.75K
$138K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.28% |
$125 - $134
|
705
$55.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.32% |
$125 - $134
|
618
$48.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$62.3 - $67.1
|
336
$26.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.32% |
$62.3 - $67.1
|
313
$24.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.39% |
$62.3 - $67.1
|
253
$20K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.04% |
$249 - $268
|
9.51K
$751K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-11- 0.25% |
$685 - $738
|
4.41K
$348K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-37- 0.21% |
$2.3K - $2.48K
|
17.8K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-60- 31.25% |
$3.74K - $4.03K
|
132
$10.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-72- 2.24% |
$4.48K - $4.83K
|
3.14K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-84- 25.93% |
$5.23K - $5.64K
|
240
$19K
|