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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.03% |
$211 - $247
|
10.3K
$802K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
556KNew |
$39.1M - $45.8M
|
556K
$43.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1+ 0.01% |
$70.2 - $82.3
|
9.16K
$711K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
590+ 103.51% |
$41.4K - $48.6K
|
1.16K
$90.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
502+ 4.59% |
$35.3K - $41.3K
|
11.4K
$889K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
713+ 20.32% |
$50.1K - $58.7K
|
4.22K
$328K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
39New |
$2.74K - $3.21K
|
39
$3.03K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
333+ 63.43% |
$23.4K - $27.4K
|
858
$66.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.37KNew |
$307K - $360K
|
4.37K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.39K+ 45.77% |
$378K - $444K
|
17.2K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
125New |
$8.78K - $10.3K
|
125
$9.71K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-273- 67.91% |
$19.2K - $22.5K
|
129
$10K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-72- 0.49% |
$5.06K - $5.93K
|
14.6K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.68KNew |
$188K - $220K
|
2.68K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5+ 0.09% |
$351 - $412
|
5.3K
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21- 0.72% |
$1.48K - $1.73K
|
2.89K
$224K
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-2.7K- 2.24% |
$189K - $222K
|
118K
$9.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-386- 6.13% |
$27.1K - $31.8K
|
5.91K
$459K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-619- 0.8% |
$43.5K - $51K
|
77.2K
$5.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-62- 25.83% |
$4.35K - $5.11K
|
178
$13.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
342+ 12.04% |
$24K - $28.2K
|
3.18K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-91.1K- 93.16% |
$6.4M - $7.5M
|
6.69K
$520K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.32K- 4.01% |
$303K - $355K
|
103K
$8.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-200- 2.33% |
$14K - $16.5K
|
8.38K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
301New |
$21.1K - $24.8K
|
301
$23.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 2.6% |
$421 - $494
|
237
$18.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-84- 1.38% |
$5.9K - $6.92K
|
6K
$466K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-429- 0.7% |
$30.1K - $35.3K
|
60.8K
$4.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$70.2 - $82.3
|
4.65K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-494- 2.75% |
$34.7K - $40.7K
|
17.4K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
99New |
$6.95K - $8.15K
|
99
$7.69K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$70.2 - $82.3
|
338
$26.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-240- 1.25% |
$16.9K - $19.8K
|
18.9K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
249New |
$17.5K - $20.5K
|
249
$19.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-380- 0.24% |
$26.7K - $31.3K
|
158K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1KNew |
$991K - $1.16M
|
14.1K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
641New |
$45K - $52.8K
|
641
$49.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-846- 9.44% |
$59.4K - $69.7K
|
8.12K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-155- 3.05% |
$10.9K - $12.8K
|
4.93K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8K+ 2.1% |
$562K - $659K
|
390K
$30.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-728- 9.5% |
$51.1K - $59.9K
|
6.93K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.28% |
$140 - $165
|
710
$55.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.73% |
$1.55K - $1.81K
|
3K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-37- 0.65% |
$2.6K - $3.05K
|
5.62K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.32% |
$70.2 - $82.3
|
315
$24.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.01K+ 4.68% |
$71.1K - $83.3K
|
22.6K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-19- 1.06% |
$1.33K - $1.56K
|
1.78K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
374+ 7.27% |
$26.3K - $30.8K
|
5.52K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 0.05% |
$421 - $494
|
12.1K
$936K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7.72K+ 15.07% |
$543K - $636K
|
59K
$4.58M
|