Purchases and Sales Made in Q1 2024 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-266- 14.51% |
$34.6K - $39.3K
|
1.57K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-278- 4.06% |
$36.2K - $41.1K
|
6.56K
$861K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-288- 10.22% |
$37.5K - $42.5K
|
2.53K
$332K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-302- 6.11% |
$39.3K - $44.6K
|
4.64K
$609K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-310- 6.37% |
$40.4K - $45.8K
|
4.56K
$598K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-319- 6.18% |
$41.5K - $47.1K
|
4.85K
$636K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-336- 10.18% |
$43.7K - $49.6K
|
2.96K
$389K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-339- 5.23% |
$44.1K - $50.1K
|
6.14K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-373- 9.88% |
$48.6K - $55.1K
|
3.4K
$447K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-468- 22.13% |
$60.9K - $69.1K
|
1.65K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-468- 20.21% |
$60.9K - $69.1K
|
1.85K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-487- 29.84% |
$63.4K - $71.9K
|
1.15K
$150K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-488- 6.43% |
$63.5K - $72.1K
|
7.1K
$932K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-501- 2.86% |
$65.2K - $74K
|
17K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-706- 7.57% |
$91.9K - $104K
|
8.62K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-768- 25.99% |
$100K - $113K
|
2.19K
$287K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-821- 18.93% |
$107K - $121K
|
3.52K
$461K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.21K- 73.05% |
$157K - $178K
|
445
$58.4K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.59K- 37.23% |
$207K - $235K
|
2.68K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.86K- 40.41% |
$242K - $275K
|
2.75K
$360K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.14K- 19.16% |
$278K - $316K
|
9.01K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 1.54% |
$281K - $319K
|
138K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.18K- 8.12% |
$283K - $322K
|
24.6K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.9K- 98.87% |
$378K - $428K
|
33
$4.33K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 7.21% |
$406K - $461K
|
40.1K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.32K- 30.16% |
$433K - $491K
|
7.7K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.1K- 34.47% |
$534K - $606K
|
7.8K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.35K- 28.24% |
$696K - $790K
|
13.6K
$1.78M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-8.74K- 68.43% |
$1.14M - $1.29M
|
4.03K
$529K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 92.31% |
$1.3M - $1.48M
|
835
$110K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.2K- 24.13% |
$5.11M - $5.79M
|
123K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.2K- 13.84% |
$5.63M - $6.39M
|
269K
$35.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.2K- 13.84% |
$5.63M - $6.39M
|
269K
$35.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-183K- 58.04% |
$23.8M - $27M
|
132K
$17.3M
|