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 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.81K- 47.45% |
$263K - $326K
|
2.01K
$159K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.99K- 3.6% |
$289K - $358K
|
53.3K
$4.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.94K- 94.26% |
$426K - $529K
|
179
$14.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.04K- 3.28% |
$441K - $546K
|
89.7K
$7.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.54K- 73.31% |
$514K - $637K
|
1.29K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.68K- 25.16% |
$534K - $662K
|
10.9K
$864K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.17K- 3.32% |
$604K - $749K
|
121K
$9.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.08K- 1.03% |
$737K - $913K
|
486K
$38.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.25K- 13.3% |
$762K - $944K
|
34.2K
$2.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-5.29K- 6.66% |
$767K - $951K
|
74.2K
$5.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-6.75K- 59.89% |
$979K - $1.21M
|
4.52K
$357K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.81K- 24.04% |
$987K - $1.22M
|
21.5K
$1.7M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-8.24K- 1.61% |
$1.19M - $1.48M
|
502K
$39.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.91K- 2.58% |
$1.29M - $1.6M
|
336K
$26.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 10.59% |
$1.54M - $1.91M
|
89.9K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.5K- 6.38% |
$1.81M - $2.24M
|
183K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 59.52% |
$2.73M - $3.38M
|
12.8K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.5K- 13.09% |
$3.69M - $4.58M
|
169K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-189K- 32.0% |
$27.4M - $34M
|
402K
$31.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-236K- 52.52% |
$34.2M - $42.4M
|
213K
$16.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-617K- 64.73% |
$89.4M - $111M
|
336K
$26.5M
|