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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51- 3.11% |
$6.34K - $7.16K
|
1.59K
$207K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-51- 3.13% |
$6.34K - $7.16K
|
1.58K
$205K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-56- 1.62% |
$6.96K - $7.86K
|
3.41K
$445K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-56- 1.62% |
$6.96K - $7.86K
|
3.41K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-74- 2.92% |
$9.2K - $10.4K
|
2.46K
$321K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-76- 2.55% |
$9.45K - $10.7K
|
2.9K
$378K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-80- 2.92% |
$9.95K - $11.2K
|
2.66K
$346K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-87- 2.41% |
$10.8K - $12.2K
|
3.52K
$459K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-88- 3.29% |
$10.9K - $12.4K
|
2.58K
$337K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-99- 19.26% |
$12.3K - $13.9K
|
415
$54.1K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 66.67% |
$12.4K - $14K
|
50
$6.52K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-109- 1.7% |
$13.6K - $15.3K
|
6.31K
$823K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-111- 2.59% |
$13.8K - $15.6K
|
4.17K
$544K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-139- 6.44% |
$17.3K - $19.5K
|
2.02K
$263K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-141- 43.52% |
$17.5K - $19.8K
|
183
$23.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-144- 2.87% |
$17.9K - $20.2K
|
4.87K
$634K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-147- 86.47% |
$18.3K - $20.6K
|
23
$3K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-175- 3.15% |
$21.8K - $24.6K
|
5.38K
$702K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-186- 6.2% |
$23.1K - $26.1K
|
2.81K
$367K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-190- 4.52% |
$23.6K - $26.7K
|
4.01K
$523K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-230Closed |
$28.6K - $32.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-278- 6.26% |
$34.6K - $39K
|
4.16K
$543K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 93.61% |
$36.4K - $41.1K
|
20
$2.61K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-300- 5.75% |
$37.3K - $42.1K
|
4.92K
$641K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-387- 15.27% |
$48.1K - $54.3K
|
2.15K
$280K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-391- 16.7% |
$48.6K - $54.9K
|
1.95K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-408- 7.46% |
$50.7K - $57.3K
|
5.06K
$660K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-415- 17.8% |
$51.6K - $58.3K
|
1.92K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-460- 31.81% |
$57.2K - $64.6K
|
986
$129K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-509- 8.37% |
$63.3K - $71.5K
|
5.57K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-529- 6.54% |
$65.8K - $74.3K
|
7.55K
$985K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-635- 3.3% |
$78.9K - $89.2K
|
18.6K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-664- 16.82% |
$82.5K - $93.2K
|
3.28K
$428K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-752- 13.33% |
$93.5K - $106K
|
4.89K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-798- 26.87% |
$99.2K - $112K
|
2.17K
$283K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.17K- 40.17% |
$145K - $164K
|
1.74K
$226K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.78K- 23.09% |
$221K - $250K
|
5.92K
$772K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.98K- 3.1% |
$246K - $277K
|
61.8K
$8.05M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.39K- 23.75% |
$297K - $335K
|
7.67K
$1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.86K- 17.43% |
$355K - $401K
|
13.5K
$1.76M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.23K- 99.65% |
$526K - $594K
|
15
$1.96K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.5K- 89.51% |
$559K - $632K
|
527
$68.7K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.41K- 55.83% |
$797K - $900K
|
5.07K
$661K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.18K- 93.36% |
$1.02M - $1.15M
|
581
$75.7K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 7.08% |
$1.44M - $1.63M
|
152K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 96.38% |
$1.74M - $1.97M
|
526
$68.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.3K- 63.08% |
$1.9M - $2.15M
|
8.96K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15.6K- 10.52% |
$1.94M - $2.19M
|
133K
$17.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.6K- 35.41% |
$2.44M - $2.75M
|
35.8K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.6K- 8.23% |
$3.43M - $3.87M
|
307K
$40.1M
|