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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-46- 2.33% |
$6.67K - $8.27K
|
1.93K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49- 1.65% |
$7.11K - $8.81K
|
2.91K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-63- 1.01% |
$9.14K - $11.3K
|
6.2K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67- 0.45% |
$9.72K - $12K
|
14.8K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-69- 25.56% |
$10K - $12.4K
|
201
$15.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-76- 2.39% |
$11K - $13.7K
|
3.11K
$245K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-77- 3.06% |
$11.2K - $13.8K
|
2.44K
$193K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 1.7% |
$11.6K - $14.4K
|
4.64K
$366K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-82- 2.28% |
$11.9K - $14.7K
|
3.52K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-85- 2.99% |
$12.3K - $15.3K
|
2.76K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-89- 1.16% |
$12.9K - $16K
|
7.61K
$601K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-90- 5.23% |
$13.1K - $16.2K
|
1.63K
$129K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-100- 0.83% |
$14.5K - $18K
|
12K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-108- 3.58% |
$15.7K - $19.4K
|
2.91K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-124- 1.5% |
$18K - $22.3K
|
8.16K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-128- 0.12% |
$18.6K - $23K
|
104K
$8.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-145- 2.23% |
$21K - $26.1K
|
6.35K
$501K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 7.79% |
$22.9K - $28.4K
|
1.87K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-173- 1.57% |
$25.1K - $31.1K
|
10.9K
$858K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-176- 66.67% |
$25.5K - $31.6K
|
88
$6.95K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-196- 8.9% |
$28.4K - $35.2K
|
2.01K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-212- 5.58% |
$30.7K - $38.1K
|
3.59K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-249- 16.35% |
$36.1K - $44.8K
|
1.27K
$101K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-277- 42.88% |
$40.2K - $49.8K
|
369
$29.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-292- 1.09% |
$42.3K - $52.5K
|
26.5K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-300- 15.15% |
$43.5K - $53.9K
|
1.68K
$133K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-335- 7.77% |
$48.6K - $60.2K
|
3.98K
$314K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-361- 62.56% |
$52.4K - $64.9K
|
216
$17.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-362- 1.18% |
$52.5K - $65.1K
|
30.3K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-400- 25.81% |
$58K - $71.9K
|
1.15K
$90.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-461- 3.52% |
$66.9K - $82.9K
|
12.6K
$997K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-469- 10.55% |
$68K - $84.3K
|
3.98K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-535- 6.32% |
$77.6K - $96.2K
|
7.93K
$626K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-596- 26.44% |
$86.4K - $107K
|
1.66K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-596- 4.3% |
$86.4K - $107K
|
13.3K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-619- 7.52% |
$89.8K - $111K
|
7.61K
$601K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-653- 8.86% |
$94.7K - $117K
|
6.72K
$530K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-711- 20.23% |
$103K - $128K
|
2.8K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-724- 9.47% |
$105K - $130K
|
6.92K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-732- 39.33% |
$106K - $132K
|
1.13K
$89.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-794- 2.13% |
$115K - $143K
|
36.4K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-837- 2.94% |
$121K - $151K
|
27.6K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-883- 14.71% |
$128K - $159K
|
5.12K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-892- 11.56% |
$129K - $160K
|
6.82K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-912- 2.23% |
$132K - $164K
|
40K
$3.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.15K- 2.78% |
$167K - $207K
|
40.3K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.19K- 14.63% |
$172K - $214K
|
6.93K
$548K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.2K- 2.05% |
$174K - $216K
|
57.4K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.36K- 12.14% |
$197K - $244K
|
9.83K
$777K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.57K- 2.57% |
$228K - $283K
|
59.8K
$4.72M
|