Purchases and Sales Made in Q3 2024 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
258K+ 7787.33% |
$16.5M - $18.5M
|
261K
$20.6M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
58.4K+ 4.04% |
$3.75M - $4.19M
|
1.51M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.1KNew |
$2.26M - $2.52M
|
35.1K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.8K+ 8.55% |
$2.1M - $2.35M
|
416K
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
32.8KNew |
$2.1M - $2.35M
|
32.8K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.2K+ 8.04% |
$1.87M - $2.09M
|
392K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.6K+ 3.0% |
$1.84M - $2.05M
|
981K
$77.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.1K+ 107.16% |
$1.68M - $1.87M
|
50.5K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.8K+ 16.21% |
$1.66M - $1.85M
|
185K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.37K+ 2.24% |
$537K - $600K
|
382K
$30.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.3KNew |
$404K - $452K
|
6.3K
$497K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.59K+ 2.18% |
$359K - $401K
|
262K
$20.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.42KNew |
$348K - $389K
|
5.42K
$428K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.29KNew |
$340K - $380K
|
5.29K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.26K+ 590.35% |
$338K - $377K
|
6.15K
$486K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.25KNew |
$337K - $377K
|
5.25K
$415K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.09KNew |
$327K - $365K
|
5.09K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.39KNew |
$282K - $315K
|
4.39K
$347K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.28KNew |
$275K - $307K
|
4.28K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.98K+ 113.85% |
$255K - $285K
|
7.47K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3.92K+ 8.28% |
$251K - $281K
|
51.2K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.65K+ 7.0% |
$234K - $262K
|
55.7K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.32K+ 1.64% |
$213K - $238K
|
206K
$16.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3KNew |
$193K - $215K
|
3K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
2.95K+ 14.88% |
$189K - $212K
|
22.8K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.93KNew |
$188K - $210K
|
2.93K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.91KNew |
$187K - $209K
|
2.91K
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.89KNew |
$185K - $207K
|
2.89K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.84KNew |
$182K - $204K
|
2.84K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.83KNew |
$182K - $203K
|
2.83K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.83KNew |
$182K - $203K
|
2.83K
$224K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.7K+ 20.8% |
$173K - $194K
|
15.7K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.39K+ 2.13% |
$154K - $172K
|
114K
$9.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.38K+ 1.52% |
$153K - $171K
|
159K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.13K+ 1.44% |
$137K - $153K
|
150K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.04K+ 1.74% |
$131K - $147K
|
119K
$9.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.9K+ 19.22% |
$122K - $136K
|
11.8K
$930K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
1.8KNew |
$116K - $129K
|
1.8K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 18.94% |
$106K - $118K
|
10.3K
$815K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.51K+ 571.97% |
$96.9K - $108K
|
1.77K
$140K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.43K+ 2.13% |
$91.5K - $102K
|
68.4K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.4K+ 6.66% |
$89.9K - $100K
|
22.4K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.28KNew |
$82.2K - $91.9K
|
1.28K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.21K+ 141.64% |
$77.7K - $86.9K
|
2.07K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.13K+ 15.0% |
$72.7K - $81.3K
|
8.69K
$686K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.06K+ 11.77% |
$67.8K - $75.8K
|
10K
$792K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.03KNew |
$65.9K - $73.6K
|
1.03K
$81K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
932+ 1.35% |
$59.8K - $66.9K
|
69.9K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
751+ 2.51% |
$48.2K - $53.9K
|
30.7K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
747+ 2.41% |
$48K - $53.6K
|
31.7K
$2.5M
|