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 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.06K+ 2.1% |
$132K - $149K
|
51.5K
$6.75M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 11.58% |
$127K - $143K
|
9.84K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
885New |
$110K - $124K
|
885
$116K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
870+ 57.43% |
$108K - $122K
|
2.39K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
767+ 14.63% |
$95.4K - $108K
|
6.01K
$788K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
689New |
$85.7K - $96.8K
|
689
$90.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
625New |
$77.7K - $87.8K
|
625
$82K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
549+ 3.94% |
$68.3K - $77.1K
|
14.5K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
528New |
$65.6K - $74.1K
|
528
$69.3K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
511+ 9.3% |
$63.5K - $71.8K
|
6K
$788K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
449+ 10.47% |
$55.8K - $63.1K
|
4.74K
$622K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
422New |
$52.5K - $59.3K
|
422
$55.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
390+ 21.29% |
$48.5K - $54.8K
|
2.22K
$291K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
358New |
$44.5K - $50.3K
|
358
$47K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
306+ 7.88% |
$38K - $43K
|
4.19K
$549K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
290+ 16.01% |
$36.1K - $40.7K
|
2.1K
$276K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
240+ 3.11% |
$29.8K - $33.7K
|
7.96K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 116.96% |
$24.9K - $28.1K
|
371
$48.7K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176New |
$21.9K - $24.7K
|
176
$23.1K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
169+ 69.26% |
$21K - $23.7K
|
413
$54.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
164+ 104.46% |
$20.4K - $23K
|
321
$42.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
161+ 4.6% |
$20K - $22.6K
|
3.66K
$481K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
147+ 639.13% |
$18.3K - $20.6K
|
170
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
115+ 1.07% |
$14.3K - $16.1K
|
10.8K
$1.42M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
111+ 3.5% |
$13.8K - $15.6K
|
3.28K
$431K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
107+ 28.46% |
$13.3K - $15K
|
483
$63.4K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
82+ 256.25% |
$10.2K - $11.5K
|
114
$15K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
71+ 12.91% |
$8.83K - $9.97K
|
621
$81.5K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
70+ 18.67% |
$8.7K - $9.83K
|
445
$58.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
46+ 2.63% |
$5.72K - $6.46K
|
1.79K
$235K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37+ 13.6% |
$4.6K - $5.2K
|
309
$40.5K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33New |
$4.1K - $4.63K
|
33
$4.33K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
26+ 0.34% |
$3.23K - $3.65K
|
7.73K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.69% |
$1.99K - $2.25K
|
2.35K
$308K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.37% |
$1.86K - $2.11K
|
4.1K
$538K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
11+ 0.33% |
$1.37K - $1.54K
|
3.3K
$433K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$870 - $983
|
2.08K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.25% |
$870 - $983
|
2.79K
$366K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6+ 0.38% |
$746 - $843
|
1.59K
$208K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3New |
$373 - $421
|
3
$394
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$249 - $281
|
2
$262
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.09% |
$124 - $140
|
1.12K
$147K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.12% |
$124 - $140
|
848
$111K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.49% |
$124 - $140
|
207
$27.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.12% |
$249 - $281
|
1.72K
$225K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 30.0% |
$373 - $421
|
7
$918
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4- 57.14% |
$497 - $562
|
3
$394
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-5- 1.16% |
$622 - $702
|
425
$55.8K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-50- 1.52% |
$6.22K - $7.02K
|
3.25K
$426K
|