Purchases and Sales Made in Q3 2024 in Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
747+ 2.41% |
$48K - $53.6K
|
31.7K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
741+ 154.38% |
$47.6K - $53.2K
|
1.22K
$95.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
725+ 0.06% |
$46.5K - $52K
|
1.12M
$87.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
720+ 22.7% |
$46.2K - $51.7K
|
3.89K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
589+ 18.95% |
$37.8K - $42.3K
|
3.7K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
534New |
$34.3K - $38.3K
|
534
$41.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
520+ 3.81% |
$33.4K - $37.3K
|
14.2K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
500+ 9.7% |
$32.1K - $35.9K
|
5.65K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
494+ 28.18% |
$31.7K - $35.4K
|
2.25K
$176K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
400New |
$25.7K - $28.7K
|
400
$31.2K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
339+ 1412.5% |
$21.8K - $24.3K
|
363
$28.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
283+ 2.63% |
$18.2K - $20.3K
|
11.1K
$864K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
255+ 5.17% |
$16.4K - $18.3K
|
5.19K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
221+ 0.25% |
$14.2K - $15.9K
|
89.6K
$7M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
215+ 5.45% |
$13.8K - $15.4K
|
4.16K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
213+ 6.47% |
$13.7K - $15.3K
|
3.51K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 5.44% |
$13.1K - $14.6K
|
3.95K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153+ 1.66% |
$9.82K - $11K
|
9.37K
$732K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
136New |
$8.73K - $9.76K
|
136
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
105+ 0.77% |
$6.74K - $7.53K
|
13.7K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
104+ 0.58% |
$6.68K - $7.46K
|
17.9K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
99New |
$6.36K - $7.1K
|
99
$7.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
83+ 1.81% |
$5.33K - $5.96K
|
4.66K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
74+ 3.28% |
$4.75K - $5.31K
|
2.33K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
63+ 30.0% |
$4.04K - $4.52K
|
273
$21.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
57+ 76.0% |
$3.66K - $4.09K
|
132
$10.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
56+ 0.05% |
$3.6K - $4.02K
|
117K
$9.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
34New |
$2.18K - $2.44K
|
34
$2.66K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22+ 0.63% |
$1.41K - $1.58K
|
3.51K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
21+ 0.34% |
$1.35K - $1.51K
|
6.11K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
15New |
$963 - $1.08K
|
15
$1.17K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
15New |
$963 - $1.08K
|
15
$1.17K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.27% |
$770 - $861
|
4.46K
$348K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12+ 0.13% |
$770 - $861
|
9.53K
$744K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.22% |
$321 - $359
|
2.26K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.43% |
$193 - $215
|
708
$55.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.01% |
$128 - $144
|
21.2K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.06% |
$128 - $144
|
3.27K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.3% |
$64.2 - $71.8
|
337
$26.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$64.2 - $71.8
|
619
$48.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$64.2 - $71.8
|
4.65K
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1+ 0.02% |
$64.2 - $71.8
|
4.46K
$349K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.32% |
$64.2 - $71.8
|
314
$24.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 0.43% |
$64.2 - $71.8
|
231
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-9- 25.0% |
$578 - $646
|
27
$2.11K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15- 0.29% |
$963 - $1.08K
|
5.14K
$402K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 3.42% |
$2.31K - $2.58K
|
1.02K
$79.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-40- 0.62% |
$2.57K - $2.87K
|
6.38K
$498K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-49- 2.31% |
$3.15K - $3.52K
|
2.07K
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-55- 0.6% |
$3.53K - $3.95K
|
9.16K
$715K
|