Purchases and Sales Made in Q4 2023 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
106KNew |
$15.4M - $19.1M
|
106K
$8.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 35.32% |
$2.93M - $3.64M
|
77.5K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
19.3K+ 113.82% |
$2.8M - $3.47M
|
36.2K
$2.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
18.4KNew |
$2.67M - $3.31M
|
18.4K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.06K+ 5.5% |
$879K - $1.09M
|
116K
$9.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.02KNew |
$873K - $1.08M
|
6.02K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.23K+ 30.63% |
$758K - $940K
|
22.3K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.22KNew |
$757K - $938K
|
5.22K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.62KNew |
$670K - $831K
|
4.62K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.82K+ 94.76% |
$554K - $687K
|
7.85K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.47KNew |
$502K - $623K
|
3.47K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 35.16% |
$450K - $558K
|
11.9K
$942K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.86KNew |
$414K - $514K
|
2.86K
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.66K+ 4.43% |
$386K - $478K
|
62.7K
$4.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.66KNew |
$385K - $478K
|
2.66K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
2.62K+ 90.88% |
$380K - $471K
|
5.51K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.29KNew |
$332K - $412K
|
2.29K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.71KNew |
$248K - $307K
|
1.71K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.67KNew |
$241K - $299K
|
1.67K
$132K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.65KNew |
$239K - $297K
|
1.65K
$130K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$214K - $265K
|
1.48K
$117K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.31KNew |
$190K - $236K
|
1.31K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.3KNew |
$189K - $234K
|
1.3K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.29KNew |
$188K - $232K
|
1.29K
$102K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.28KNew |
$185K - $230K
|
1.28K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.25KNew |
$181K - $225K
|
1.25K
$98.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.23KNew |
$179K - $222K
|
1.23K
$97.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$178K - $221K
|
1.23K
$97.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.21KNew |
$175K - $217K
|
1.21K
$95.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.2KNew |
$174K - $216K
|
1.2K
$94.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.17KNew |
$170K - $211K
|
1.17K
$92.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.15KNew |
$167K - $208K
|
1.15K
$91.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.14KNew |
$165K - $205K
|
1.14K
$90.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.14KNew |
$165K - $205K
|
1.14K
$90K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.12KNew |
$162K - $201K
|
1.12K
$88.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.12KNew |
$162K - $201K
|
1.12K
$88.5K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
842+ 18.0% |
$122K - $151K
|
5.52K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
674+ 19.76% |
$97.7K - $121K
|
4.09K
$323K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
615New |
$89.2K - $111K
|
615
$48.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
589New |
$85.4K - $106K
|
589
$46.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$72.5K - $89.9K
|
500
$39.5K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
497+ 3.13% |
$72.1K - $89.4K
|
16.4K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
367+ 0.08% |
$53.2K - $66K
|
454K
$35.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
361New |
$52.4K - $64.9K
|
361
$28.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
339+ 6.96% |
$49.2K - $61K
|
5.21K
$411K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
327New |
$47.4K - $58.8K
|
327
$25.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
312+ 12.88% |
$45.2K - $56.1K
|
2.74K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
309New |
$44.8K - $55.6K
|
309
$24.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300New |
$43.5K - $53.9K
|
300
$23.7K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
245+ 1.58% |
$35.5K - $44.1K
|
15.8K
$1.25M
|