Purchases and Sales Made in Q1 2024 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
206K+ 1122.61% |
$23M - $26M
|
225K
$32.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
155K+ 1830.6% |
$17.3M - $19.5M
|
164K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 15.24% |
$11.9M - $13.5M
|
811K
$116M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 15.24% |
$11.9M - $13.5M
|
811K
$116M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.7K+ 26.15% |
$9.87M - $11.2M
|
428K
$61.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.3K+ 10.76% |
$8.04M - $9.09M
|
744K
$107M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
65.1K+ 1760.64% |
$7.24M - $8.19M
|
68.8K
$9.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
52.2KNew |
$5.81M - $6.56M
|
52.2K
$7.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.2K+ 117.0% |
$4.59M - $5.19M
|
76.5K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.9K+ 88.83% |
$3.89M - $4.39M
|
74.3K
$10.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
33.6KNew |
$3.73M - $4.22M
|
33.6K
$4.82M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
32.5K+ 931.47% |
$3.61M - $4.09M
|
36K
$5.17M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30K+ 137.87% |
$3.33M - $3.77M
|
51.7K
$7.43M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.8K+ 105.03% |
$3.31M - $3.74M
|
58.1K
$8.34M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.8K+ 10.8% |
$2.54M - $2.87M
|
234K
$33.7M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
22.3K+ 41.45% |
$2.48M - $2.81M
|
76.2K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
19.2K+ 56.65% |
$2.14M - $2.41M
|
53.1K
$7.63M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 786.34% |
$2.04M - $2.31M
|
20.7K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.1KNew |
$2.01M - $2.27M
|
18.1K
$2.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.1K+ 75.03% |
$1.9M - $2.15M
|
39.9K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 53.31% |
$1.61M - $1.82M
|
41.6K
$5.98M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.4KNew |
$1.49M - $1.68M
|
13.4K
$1.92M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.1K+ 48.44% |
$1.46M - $1.65M
|
40.2K
$5.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$1.38M - $1.56M
|
12.4K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12K+ 28.34% |
$1.34M - $1.51M
|
54.5K
$7.83M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.6KNew |
$1.29M - $1.45M
|
11.6K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
11K+ 4.51% |
$1.22M - $1.38M
|
255K
$36.6M
|
|
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
10.4K+ 45.08% |
$1.16M - $1.31M
|
33.6K
$4.83M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.73K+ 72.9% |
$970K - $1.1M
|
20.7K
$2.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.68K+ 17.78% |
$966K - $1.09M
|
57.5K
$8.26M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.62KNew |
$958K - $1.08M
|
8.62K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.43KNew |
$826K - $934K
|
7.43K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.61KNew |
$624K - $705K
|
5.61K
$806K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.54KNew |
$616K - $697K
|
5.54K
$796K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.18K+ 374.46% |
$576K - $651K
|
6.56K
$942K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.67K+ 39.35% |
$519K - $587K
|
16.5K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.18K+ 10.11% |
$465K - $526K
|
45.5K
$6.54M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.14K+ 52.9% |
$460K - $520K
|
12K
$1.72M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.01KNew |
$446K - $504K
|
4.01K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
3.85K+ 43.43% |
$428K - $484K
|
12.7K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.82K+ 88.63% |
$425K - $480K
|
8.13K
$1.17M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.82K+ 13.26% |
$425K - $480K
|
32.6K
$4.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.54KNew |
$393K - $445K
|
3.54K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.47KNew |
$386K - $436K
|
3.47K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.42K+ 17.19% |
$380K - $430K
|
23.3K
$3.35M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.15KNew |
$351K - $396K
|
3.15K
$453K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.73K+ 28.6% |
$303K - $343K
|
12.3K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.59KNew |
$288K - $326K
|
2.59K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.56K+ 40.17% |
$285K - $322K
|
8.93K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.47KNew |
$275K - $311K
|
2.47K
$355K
|