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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
153+ 1.47% |
$10.5K - $13.1K
|
10.6K
$926K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
634+ 11.22% |
$43.7K - $54.3K
|
6.29K
$552K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-671- 21.81% |
$46.2K - $57.4K
|
2.41K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-13- 11.71% |
$896 - $1.11K
|
98
$8.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.4KNew |
$165K - $205K
|
2.4K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
23New |
$1.58K - $1.97K
|
23
$2.02K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-27- 20.45% |
$1.86K - $2.31K
|
105
$9.22K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11+ 0.38% |
$758 - $942
|
2.93K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-590- 50.86% |
$40.7K - $50.5K
|
570
$50K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-545- 3.72% |
$37.6K - $46.7K
|
14.1K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-501- 15.73% |
$34.5K - $42.9K
|
2.68K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
900New |
$62K - $77K
|
900
$79K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-703- 54.79% |
$48.4K - $60.2K
|
580
$50.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-302- 7.93% |
$20.8K - $25.9K
|
3.51K
$308K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.14K- 19.8% |
$78.4K - $97.4K
|
4.61K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$68.9 - $85.6
|
529
$46.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.68KNew |
$254K - $315K
|
3.68K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$68.9 - $85.6
|
623
$54.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
113+ 41.85% |
$7.79K - $9.67K
|
383
$33.6K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
600New |
$44.8K - $50.9K
|
600
$52.7K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.07K+ 72.69% |
$154K - $175K
|
4.91K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-215- 6.47% |
$16K - $18.2K
|
3.11K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
126New |
$9.4K - $10.7K
|
126
$11.1K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.6KNew |
$1.46M - $1.66M
|
19.6K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
57New |
$4.25K - $4.83K
|
57
$5K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.82KNew |
$509K - $578K
|
6.82K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 59.7% |
$298K - $339K
|
2.7K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-200- 50.0% |
$14.9K - $17K
|
200
$17.6K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
165New |
$12.3K - $14K
|
165
$14.5K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-893- 21.16% |
$66.6K - $75.7K
|
3.33K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.54KNew |
$637K - $724K
|
8.54K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
750New |
$55.9K - $63.6K
|
750
$65.8K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-156- 2.54% |
$11.6K - $13.2K
|
5.99K
$526K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.6KNew |
$194K - $221K
|
2.6K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.02KNew |
$225K - $256K
|
3.02K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 9.51% |
$15.7K - $17.9K
|
2.01K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27+ 1.2% |
$2.01K - $2.29K
|
2.28K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
30New |
$2.24K - $2.54K
|
30
$2.63K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$74.6 - $84.8
|
1
$87.8
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
4.44KNew |
$332K - $377K
|
4.44K
$390K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-945- 11.27% |
$70.5K - $80.1K
|
7.44K
$653K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-90- 3.36% |
$6.71K - $7.63K
|
2.59K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
300New |
$22.4K - $25.4K
|
300
$26.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.4KNew |
$996K - $1.13M
|
13.4K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-108- 34.29% |
$8.06K - $9.16K
|
207
$18.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-699- 19.98% |
$52.1K - $59.3K
|
2.8K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-99- 50.0% |
$7.39K - $8.4K
|
99
$8.69K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-66- 1.91% |
$4.92K - $5.6K
|
3.39K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
550+ 17.14% |
$41K - $46.6K
|
3.76K
$330K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$74.6 - $84.8
|
302
$26.5K
|
|