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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-96- 2.16% |
$5.98K - $6.44K
|
4.35K
$343K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-120- 20.0% |
$7.47K - $8.05K
|
480
$37.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-136- 0.71% |
$8.47K - $9.13K
|
18.9K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-152- 0.45% |
$9.47K - $10.2K
|
33.9K
$2.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-153- 0.55% |
$9.53K - $10.3K
|
27.6K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-156- 15.43% |
$9.71K - $10.5K
|
855
$67.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-156- 2.55% |
$9.71K - $10.5K
|
5.95K
$470K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-201- 50.0% |
$12.5K - $13.5K
|
201
$15.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-222- 0.84% |
$13.8K - $14.9K
|
26.1K
$2.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-239- 1.59% |
$14.9K - $16K
|
14.8K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-250- 41.67% |
$15.6K - $16.8K
|
350
$27.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-309- 4.03% |
$19.2K - $20.7K
|
7.36K
$581K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-344- 3.81% |
$21.4K - $23.1K
|
8.68K
$686K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-345- 19.91% |
$21.5K - $23.2K
|
1.39K
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-367- 33.86% |
$22.9K - $24.6K
|
717
$56.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-367- 2.44% |
$22.9K - $24.6K
|
14.7K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-393- 0.98% |
$24.5K - $26.4K
|
39.7K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-450- 1.94% |
$28K - $30.2K
|
22.7K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-460- 8.48% |
$28.6K - $30.9K
|
4.96K
$392K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-490- 3.48% |
$30.5K - $32.9K
|
13.6K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-600- 15.79% |
$37.4K - $40.3K
|
3.2K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-605- 1.98% |
$37.7K - $40.6K
|
30K
$2.37M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-644- 9.12% |
$40.1K - $43.2K
|
6.42K
$507K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-675- 9.99% |
$42K - $45.3K
|
6.08K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-675- 8.71% |
$42K - $45.3K
|
7.07K
$559K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-774- 14.78% |
$48.2K - $51.9K
|
4.46K
$352K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-829- 15.97% |
$51.6K - $55.6K
|
4.36K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-912- 9.88% |
$56.8K - $61.2K
|
8.32K
$657K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-913- 10.78% |
$56.9K - $61.3K
|
7.55K
$597K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-921- 8.99% |
$57.4K - $61.8K
|
9.32K
$736K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-922- 22.52% |
$57.4K - $61.9K
|
3.17K
$251K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.09K- 97.06% |
$67.8K - $73.1K
|
33
$2.61K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.14K- 7.71% |
$71.1K - $76.6K
|
13.7K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.15K- 21.77% |
$71.4K - $76.9K
|
4.12K
$325K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.15K- 11.07% |
$71.4K - $77K
|
9.21K
$728K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.19K- 0.84% |
$74K - $79.7K
|
140K
$11M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.22K- 22.19% |
$76K - $81.9K
|
4.28K
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.27K- 31.0% |
$79.3K - $85.4K
|
2.83K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.32K- 20.34% |
$82K - $88.4K
|
5.16K
$408K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.35K- 20.76% |
$84.1K - $90.6K
|
5.15K
$407K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.4K- 16.71% |
$87.2K - $94K
|
6.99K
$552K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.52K- 4.03% |
$94.9K - $102K
|
36.3K
$2.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.72K- 17.33% |
$107K - $115K
|
8.19K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.73K- 1.46% |
$107K - $116K
|
117K
$9.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-1.91K- 1.55% |
$119K - $128K
|
121K
$9.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.19K- 2.11% |
$199K - $214K
|
148K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.44K- 8.15% |
$214K - $231K
|
38.8K
$3.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.66K- 55.42% |
$228K - $246K
|
2.94K
$233K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.94K- 14.52% |
$245K - $264K
|
23.2K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.42K- 45.93% |
$275K - $296K
|
5.2K
$411K
|