Latest Institutional Purchases of Ishares Tr (IYG)
This list provides information on the latest institutional transactions involving Ishares Tr (IYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
50.8KNew |
$4.38M - $4.58M
|
50.8K
$4.46M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.8KNew |
$1.1M - $1.15M
|
12.8K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
10.3KNew |
$887K - $928K
|
10.3K
$904K
|
|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.13KNew |
$442K - $463K
|
5.13K
$450K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.31KNew |
$286K - $299K
|
3.31K
$291K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.79K+ 0.67% |
$241K - $252K
|
421K
$36.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.09K+ 9.17% |
$180K - $189K
|
24.9K
$2.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.62KNew |
$140K - $146K
|
1.62K
$142K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.05KNew |
$90.5K - $94.7K
|
1.05K
$92.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
931+ 25.76% |
$80.2K - $83.9K
|
4.55K
$399K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
688+ 1.51% |
$59.3K - $62K
|
46.2K
$4.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
420+ 1.9% |
$36.2K - $37.9K
|
22.5K
$1.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
396+ 3.17% |
$34.1K - $35.7K
|
12.9K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
392+ 5.9% |
$33.8K - $35.3K
|
7.04K
$618K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
332+ 7.2% |
$28.6K - $29.9K
|
4.94K
$434K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
315New |
$27.1K - $28.4K
|
315
$27.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
188+ 30.27% |
$16.2K - $17K
|
809
$71K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
130New |
$11.2K - $11.7K
|
130
$11.4K
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
98+ 1.09% |
$8.45K - $8.84K
|
9.07K
$796K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
54+ 2.14% |
$4.65K - $4.87K
|
2.58K
$226K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50+ 1.77% |
$4.31K - $4.51K
|
2.88K
$253K
|
|
|
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 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 0.74% |
$2.24K - $2.34K
|
3.52K
$309K
|
|
|
Jan 28, 2026
Q4 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
17+ 0.27% |
$1.47K - $1.53K
|
6.2K
$544K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
10New |
$862 - $902
|
10
$878
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 0.22% |
$862 - $902
|
4.57K
$401K
|
|
|
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
|
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 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.29% |
$86.2 - $90.2
|
342
$30K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
211K+ 844.28% |
$18M - $19.1M
|
236K
$20.7M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36K+ 262.53% |
$3.06M - $3.26M
|
49.7K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.7K+ 6.48% |
$2.36M - $2.51M
|
455K
$40M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.3K+ 2.11% |
$2.32M - $2.47M
|
1.32M
$116M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.4K+ 8.22% |
$1.99M - $2.12M
|
308K
$27.1M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
20.5K+ 1.45% |
$1.75M - $1.86M
|
1.44M
$126M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.2K+ 28.2% |
$1.29M - $1.38M
|
69.1K
$6.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
15KNew |
$1.28M - $1.36M
|
15K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 1.36% |
$1.23M - $1.31M
|
1.08M
$94.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
11.2K+ 2.84% |
$951K - $1.01M
|
405K
$35.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.86KNew |
$755K - $803K
|
8.86K
$778K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.86K+ 1.8% |
$754K - $802K
|
502K
$44.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
8.66K+ 6.66% |
$737K - $784K
|
139K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.04K+ 4.93% |
$685K - $728K
|
171K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7.62KNew |
$649K - $690K
|
7.62K
$669K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.93KNew |
$590K - $627K
|
6.93K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.51K+ 12.53% |
$469K - $499K
|
49.5K
$4.34M
|
|