Purchases and Sales Made in Q4 2024 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
86+ 1.47% |
$11.4K - $12.4K
|
5.95K
$754K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
79+ 37.62% |
$10.5K - $11.4K
|
289
$36.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58+ 1.99% |
$7.71K - $8.35K
|
2.98K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
53+ 0.27% |
$7.05K - $7.63K
|
19.3K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
44+ 69.84% |
$5.85K - $6.33K
|
107
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 2.04% |
$5.72K - $6.19K
|
2.15K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 0.29% |
$4.92K - $5.33K
|
13K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
32+ 0.27% |
$4.26K - $4.61K
|
11.9K
$1.51M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
27New |
$3.59K - $3.89K
|
27
$3.42K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$3.32K - $3.6K
|
25
$3.17K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25New |
$3.32K - $3.6K
|
25
$3.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
24New |
$3.19K - $3.45K
|
24
$3.04K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23+ 0.78% |
$3.06K - $3.31K
|
2.99K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
19+ 2.7% |
$2.53K - $2.73K
|
724
$91.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.51% |
$2.26K - $2.45K
|
3.37K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
10+ 0.29% |
$1.33K - $1.44K
|
3.5K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
10New |
$1.33K - $1.44K
|
10
$1.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.11% |
$1.06K - $1.15K
|
7.46K
$946K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
7+ 4.9% |
$931 - $1.01K
|
150
$19K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6+ 0.26% |
$798 - $864
|
2.27K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.27% |
$798 - $864
|
2.23K
$282K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.3% |
$665 - $720
|
1.69K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.29% |
$665 - $720
|
1.74K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4+ 0.17% |
$532 - $576
|
2.39K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.14% |
$399 - $432
|
2.11K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.1% |
$399 - $432
|
2.96K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.11% |
$399 - $432
|
2.66K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.3% |
$266 - $288
|
675
$85.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.3% |
$266 - $288
|
672
$85.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.19% |
$133 - $144
|
535
$67.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1New |
$133 - $144
|
1
$127
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$133 - $144
|
1.64K
$208K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $144
|
3.8K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.16% |
$133 - $144
|
641
$81.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.04% |
$133 - $144
|
2.46K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 9.09% |
$133 - $144
|
10
$1.27K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 4.82% |
$532 - $576
|
79
$10K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6- 0.01% |
$798 - $864
|
65.4K
$8.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.12% |
$931 - $1.01K
|
5.77K
$731K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13- 0.66% |
$1.73K - $1.87K
|
1.96K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 0.5% |
$1.99K - $2.16K
|
2.99K
$379K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-15- 0.35% |
$1.99K - $2.16K
|
4.33K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.09% |
$2.13K - $2.3K
|
17K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-18- 0.18% |
$2.39K - $2.59K
|
9.9K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-31- 41.33% |
$4.12K - $4.46K
|
44
$5.58K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-38- 0.83% |
$5.05K - $5.47K
|
4.53K
$573K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 0.42% |
$5.32K - $5.76K
|
9.44K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 0.63% |
$5.72K - $6.19K
|
6.78K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 3.71% |
$5.85K - $6.33K
|
1.14K
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-46- 2.03% |
$6.12K - $6.62K
|
2.23K
$282K
|