Latest Institutional Transactions on Ishares Tr (IYG)
This table provides information on the latest institutional transactions involving Ishares Tr (IYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.07K- 34.31% |
$178K - $187K
|
3.96K
$348K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.09K+ 9.17% |
$180K - $189K
|
24.9K
$2.18M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4+ 0.15% |
$345 - $361
|
2.64K
$232K
|
|
|
Jan 21, 2026
Q4 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-67- 0.95% |
$5.77K - $6.04K
|
6.98K
$612K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
130New |
$11.2K - $11.7K
|
130
$11.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.4% |
$86.2 - $90.2
|
252
$22.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.4% |
$86.2 - $90.2
|
253
$22.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.22% |
$862 - $902
|
4.57K
$401K
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-43- 21.39% |
$3.71K - $3.88K
|
158
$13.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-33.4K- 88.18% |
$2.88M - $3.01M
|
4.48K
$393K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
332+ 7.2% |
$28.6K - $29.9K
|
4.94K
$434K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34+ 1.2% |
$2.93K - $3.07K
|
2.88K
$252K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.29% |
$86.2 - $90.2
|
342
$30K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.88K- 3.0% |
$248K - $260K
|
93.1K
$8.17M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-48- 59.26% |
$4.14K - $4.33K
|
33
$2.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
688+ 1.51% |
$59.3K - $62K
|
46.2K
$4.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.05KNew |
$90.5K - $94.7K
|
1.05K
$92.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.31KNew |
$286K - $299K
|
3.31K
$291K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
396+ 3.17% |
$34.1K - $35.7K
|
12.9K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.62KNew |
$140K - $146K
|
1.62K
$142K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50+ 1.77% |
$4.31K - $4.51K
|
2.88K
$253K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
420+ 1.9% |
$36.2K - $37.9K
|
22.5K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
54+ 2.14% |
$4.65K - $4.87K
|
2.58K
$226K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.79K+ 0.67% |
$241K - $252K
|
421K
$36.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.41K- 1.57% |
$208K - $217K
|
151K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
50.8KNew |
$4.38M - $4.58M
|
50.8K
$4.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-231- 2.04% |
$19.9K - $20.8K
|
11.1K
$974K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-304- 9.2% |
$26.2K - $27.4K
|
3K
$263K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
931+ 25.76% |
$80.2K - $83.9K
|
4.55K
$399K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$1.1M - $1.15M
|
12.8K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
576KNew |
$49.7M - $52M
|
576K
$50.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
59.8KNew |
$5.16M - $5.39M
|
59.8K
$5.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.13K- 22.65% |
$97.6K - $102K
|
3.87K
$339K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.49K- 17.76% |
$127K - $135K
|
6.91K
$606K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
201+ 191.43% |
$17.1K - $18.2K
|
306
$26.9K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
255New |
$21.7K - $23.1K
|
255
$22.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
552+ 232.91% |
$47K - $50K
|
789
$69.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
20+ 0.51% |
$1.7K - $1.81K
|
3.96K
$348K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.32K- 1.41% |
$198K - $210K
|
162K
$14.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.51K- 80.35% |
$554K - $590K
|
1.59K
$140K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
67+ 0.24% |
$5.71K - $6.07K
|
28.2K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
83.3K+ 79.44% |
$7.09M - $7.54M
|
188K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.14K+ 5.29% |
$97.2K - $103K
|
22.7K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-26.3K- 85.11% |
$2.24M - $2.38M
|
4.6K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.45% |
$1.19K - $1.27K
|
3.07K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-275- 4.02% |
$23.4K - $24.9K
|
6.56K
$576K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.27K- 1.4% |
$364K - $387K
|
301K
$26.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25- 0.98% |
$2.13K - $2.26K
|
2.54K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.43K+ 2.23% |
$122K - $130K
|
65.6K
$5.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
95New |
$8.09K - $8.6K
|
95
$8.34K
|
|