Purchases and Sales Made in Q2 2024 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
63+ 1.36% |
$7.5K - $7.88K
|
4.7K
$657K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53New |
$6.31K - $6.63K
|
53
$7.42K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
43New |
$5.12K - $5.38K
|
43
$6.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 0.41% |
$4.76K - $5K
|
9.71K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
26+ 0.22% |
$3.1K - $3.25K
|
11.9K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
20New |
$2.38K - $2.5K
|
20
$2.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
19+ 54.29% |
$2.26K - $2.38K
|
54
$7.56K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14+ 0.22% |
$1.67K - $1.75K
|
6.38K
$892K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11New |
$1.31K - $1.38K
|
11
$1.54K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
9+ 0.2% |
$1.07K - $1.13K
|
4.46K
$624K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.2% |
$834 - $875
|
3.49K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7+ 0.01% |
$834 - $875
|
51.7K
$7.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6+ 0.15% |
$715 - $750
|
3.93K
$550K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.23% |
$596 - $625
|
2.22K
$310K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.22% |
$596 - $625
|
2.26K
$316K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5+ 0.06% |
$596 - $625
|
9.09K
$1.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4+ 0.23% |
$476 - $500
|
1.74K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.18% |
$357 - $375
|
1.68K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3+ 0.17% |
$357 - $375
|
1.81K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3+ 0.16% |
$357 - $375
|
1.89K
$264K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.08% |
$238 - $250
|
2.65K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.1% |
$238 - $250
|
2.1K
$294K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.31% |
$238 - $250
|
639
$89.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.15% |
$119 - $125
|
668
$93.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.01% |
$119 - $125
|
9.33K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.04% |
$119 - $125
|
2.51K
$351K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$119 - $125
|
2.55K
$357K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$119 - $125
|
1.64K
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6- 0.28% |
$715 - $750
|
2.11K
$296K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8- 0.4% |
$953 - $1K
|
1.97K
$276K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.22% |
$953 - $1K
|
3.66K
$512K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-13- 0.07% |
$1.55K - $1.63K
|
19.3K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14- 0.44% |
$1.67K - $1.75K
|
3.14K
$439K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 2.78% |
$1.67K - $1.75K
|
490
$68.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-15- 0.63% |
$1.79K - $1.88K
|
2.38K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-20- 20.0% |
$2.38K - $2.5K
|
80
$11.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-27- 1.14% |
$3.22K - $3.38K
|
2.34K
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-27- 0.63% |
$3.22K - $3.38K
|
4.25K
$595K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-44- 1.44% |
$5.24K - $5.5K
|
3.01K
$421K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-44- 0.11% |
$5.24K - $5.5K
|
40.1K
$5.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-45- 17.72% |
$5.36K - $5.63K
|
209
$29.2K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-50- 0.42% |
$5.96K - $6.25K
|
11.9K
$1.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-50- 9.8% |
$5.96K - $6.25K
|
460
$64.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-53- 0.65% |
$6.31K - $6.63K
|
8.08K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-58- 2.36% |
$6.91K - $7.25K
|
2.4K
$336K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-60- 0.14% |
$7.15K - $7.5K
|
44.3K
$6.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-65- 4.63% |
$7.74K - $8.13K
|
1.34K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-66- 8.81% |
$7.86K - $8.25K
|
683
$95.6K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-69- 9.94% |
$8.22K - $8.63K
|
625
$87.4K
|