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 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-66- 1.69% |
$4.24K - $4.74K
|
3.84K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-100- 2.29% |
$6.42K - $7.18K
|
4.26K
$337K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-114- 1.03% |
$7.32K - $8.18K
|
10.9K
$865K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-121- 3.85% |
$7.77K - $8.68K
|
3.02K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-122- 1.0% |
$7.83K - $8.75K
|
12K
$952K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-139- 3.25% |
$8.92K - $9.97K
|
4.14K
$327K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-190- 6.45% |
$12.2K - $13.6K
|
2.75K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-195- 40.37% |
$12.5K - $14K
|
288
$22.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 1.44% |
$12.8K - $14.4K
|
13.6K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-243- 3.3% |
$15.6K - $17.4K
|
7.12K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-247- 2.97% |
$15.9K - $17.7K
|
8.07K
$637K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-335- 11.82% |
$21.5K - $24K
|
2.5K
$197K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-355- 3.81% |
$22.8K - $25.5K
|
8.97K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-356- 0.58% |
$22.9K - $25.5K
|
61.2K
$4.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-445- 7.07% |
$28.6K - $31.9K
|
5.85K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 2.36% |
$32.1K - $35.9K
|
20.6K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-524- 6.4% |
$33.6K - $37.6K
|
7.66K
$605K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-559- 5.3% |
$35.9K - $40.1K
|
9.99K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-562- 2.15% |
$36.1K - $40.3K
|
25.5K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-563- 3.79% |
$36.1K - $40.4K
|
14.3K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-622- 84.86% |
$39.9K - $44.6K
|
111
$8.77K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-633- 1.72% |
$40.6K - $45.4K
|
36.3K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-657- 1.65% |
$42.2K - $47.1K
|
39.1K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-658- 9.42% |
$42.2K - $47.2K
|
6.33K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-711- 10.05% |
$45.6K - $51K
|
6.36K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-746- 8.32% |
$47.9K - $53.5K
|
8.22K
$649K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-756- 3.52% |
$48.5K - $54.3K
|
20.8K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-796- 2.05% |
$51.1K - $57.1K
|
38K
$3M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-880- 0.63% |
$56.5K - $63.1K
|
139K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-979- 14.01% |
$62.9K - $70.3K
|
6.01K
$475K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-1.1K- 0.91% |
$70.6K - $78.9K
|
120K
$9.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.16K- 3.41% |
$74.2K - $83K
|
32.8K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.17K- 27.55% |
$74.9K - $83.7K
|
3.07K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.17K- 26.98% |
$75.3K - $84.2K
|
3.17K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.19K- 4.31% |
$76.3K - $85.3K
|
26.4K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.45K- 7.05% |
$93.3K - $104K
|
19.2K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.54K- 9.48% |
$98.8K - $110K
|
14.7K
$1.16M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.54K- 18.31% |
$98.9K - $111K
|
6.88K
$543K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.58K- 4.34% |
$101K - $113K
|
34.7K
$2.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.58K- 6.81% |
$101K - $113K
|
21.6K
$1.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.65K- 9.68% |
$106K - $119K
|
15.4K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 11.4% |
$108K - $120K
|
13K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.16K- 18.35% |
$139K - $155K
|
9.61K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.61K- 7.91% |
$168K - $187K
|
30.4K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.84K- 0.5% |
$183K - $204K
|
562K
$44.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.04K- 2.75% |
$195K - $218K
|
108K
$8.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.17K- 1.99% |
$203K - $227K
|
156K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-3.39K- 6.13% |
$218K - $243K
|
51.9K
$4.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4.04K- 1.59% |
$259K - $290K
|
251K
$19.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.28K- 1.73% |
$275K - $307K
|
243K
$19.2M
|