Purchases and Sales Made in Q1 2023 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q1 2023. 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 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
49.3K+ 10216.98% |
$6.13M - $6.93M
|
49.8K
$6.54M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
49.1K+ 50.07% |
$6.1M - $6.9M
|
147K
$19.3M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
46KNew |
$5.72M - $6.46M
|
46K
$6.03M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.2K+ 107.11% |
$4.62M - $5.22M
|
71.9K
$9.43M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.9K+ 404.7% |
$3.97M - $4.49M
|
39.8K
$5.23M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
26K+ 1269.76% |
$3.23M - $3.65M
|
28K
$3.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
23.1K+ 13202.29% |
$2.87M - $3.24M
|
23.3K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
22.1KNew |
$2.75M - $3.11M
|
22.1K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.6K+ 24.93% |
$2.19M - $2.47M
|
88.3K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17K+ 260.41% |
$2.11M - $2.38M
|
23.5K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
15.3KNew |
$1.9M - $2.15M
|
15.3K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4KNew |
$1.79M - $2.02M
|
14.4K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 4.71% |
$1.75M - $1.98M
|
313K
$41M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.3K+ 5.96% |
$1.41M - $1.59M
|
202K
$26.4M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8K+ 2137.43% |
$1.34M - $1.52M
|
11.3K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6KNew |
$1.31M - $1.48M
|
10.6K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$1.29M - $1.46M
|
10.4K
$1.36M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.61KNew |
$1.2M - $1.35M
|
9.61K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.65KNew |
$1.08M - $1.21M
|
8.65K
$1.13M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.47K+ 47.57% |
$1.05M - $1.19M
|
26.3K
$3.45M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
8.46K+ 27.04% |
$1.05M - $1.19M
|
39.7K
$5.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.19K+ 213.3% |
$1.02M - $1.15M
|
12K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.74K+ 2.8% |
$963K - $1.09M
|
284K
$37.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.68KNew |
$830K - $938K
|
6.68K
$876K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.59K+ 66.72% |
$695K - $785K
|
14K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.42K+ 10.21% |
$674K - $761K
|
58.5K
$7.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.33K+ 45.24% |
$663K - $749K
|
17.1K
$2.25M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.99KNew |
$620K - $701K
|
4.99K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
4.65KNew |
$579K - $654K
|
4.65K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.46K+ 9.71% |
$554K - $626K
|
50.4K
$6.61M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.93KNew |
$488K - $551K
|
3.93K
$515K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.85KNew |
$479K - $541K
|
3.85K
$505K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.77K+ 248.19% |
$468K - $529K
|
5.28K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.45K+ 50.99% |
$429K - $484K
|
10.2K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
3.33KNew |
$413K - $467K
|
3.33K
$436K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.32KNew |
$413K - $467K
|
3.32K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.98K+ 11.3% |
$370K - $418K
|
29.3K
$3.85M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.97KNew |
$369K - $417K
|
2.97K
$390K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.57K+ 163.89% |
$320K - $361K
|
4.14K
$543K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.9K+ 28.83% |
$237K - $267K
|
8.51K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82KNew |
$226K - $255K
|
1.82K
$238K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.74KNew |
$216K - $244K
|
1.74K
$228K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.58KNew |
$197K - $222K
|
1.58K
$207K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.53KNew |
$190K - $215K
|
1.53K
$201K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.53K+ 74.13% |
$190K - $215K
|
3.59K
$471K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.5K+ 75.0% |
$186K - $211K
|
3.5K
$459K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.32K+ 38.89% |
$164K - $186K
|
4.73K
$620K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.3K+ 4.69% |
$162K - $183K
|
29.1K
$3.82M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.21K+ 1.87% |
$150K - $169K
|
65.7K
$8.61M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.08K+ 287.47% |
$134K - $151K
|
1.45K
$191K
|