Purchases and Sales Made in Q2 2023 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
151+ 1.77% |
$18.2K - $20.2K
|
8.66K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
145+ 2.91% |
$17.5K - $19.4K
|
5.13K
$705K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
144+ 3.44% |
$17.4K - $19.3K
|
4.33K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
113+ 6.57% |
$13.6K - $15.1K
|
1.83K
$252K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$12.2K - $13.5K
|
101
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96+ 0.66% |
$11.6K - $12.9K
|
14.6K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
80+ 2.18% |
$9.66K - $10.7K
|
3.74K
$514K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80+ 3.6% |
$9.66K - $10.7K
|
2.3K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55+ 0.49% |
$6.64K - $7.37K
|
11.4K
$1.56M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
38+ 1.59% |
$4.59K - $5.09K
|
2.42K
$333K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
31+ 0.4% |
$3.74K - $4.15K
|
7.76K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 9.52% |
$2.41K - $2.68K
|
230
$31.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
17+ 0.41% |
$2.05K - $2.28K
|
4.12K
$565K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.42% |
$1.69K - $1.88K
|
3.31K
$455K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$966 - $1.07K
|
2.09K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7+ 0.44% |
$845 - $938
|
1.59K
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.38% |
$724 - $804
|
1.58K
$217K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.48% |
$241 - $268
|
417
$57.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 0.27% |
$121 - $134
|
372
$51.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13- 1.82% |
$1.57K - $1.74K
|
700
$96.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-15- 3.53% |
$1.81K - $2.01K
|
410
$56.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 2.45% |
$3.02K - $3.35K
|
995
$137K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26- 0.34% |
$3.14K - $3.48K
|
7.64K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-27- 0.57% |
$3.26K - $3.62K
|
4.7K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-30- 1.25% |
$3.62K - $4.02K
|
2.38K
$326K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-37- 1.31% |
$4.47K - $4.96K
|
2.78K
$382K
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-40- 1.51% |
$4.83K - $5.36K
|
2.62K
$359K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-44- 1.22% |
$5.31K - $5.89K
|
3.55K
$488K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-45- 3.1% |
$5.43K - $6.03K
|
1.41K
$193K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 0.79% |
$6.03K - $6.7K
|
6.25K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 0.79% |
$6.03K - $6.7K
|
6.26K
$861K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-50- 12.11% |
$6.03K - $6.7K
|
363
$49.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-71- 11.43% |
$8.57K - $9.51K
|
550
$75.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-79- 2.72% |
$9.53K - $10.6K
|
2.82K
$388K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-100- 2.21% |
$12.1K - $13.4K
|
4.43K
$609K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-110- 2.24% |
$13.3K - $14.7K
|
4.81K
$660K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-111- 3.38% |
$13.4K - $14.9K
|
3.17K
$436K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-140- 43.21% |
$16.9K - $18.8K
|
184
$25.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-175- 15.15% |
$21.1K - $23.4K
|
980
$135K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-185- 16.49% |
$22.3K - $24.8K
|
937
$129K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-192- 6.91% |
$23.2K - $25.7K
|
2.59K
$355K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-254- 48.2% |
$30.7K - $34K
|
273
$37.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-311- 12.04% |
$37.5K - $41.7K
|
2.27K
$312K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-350- 8.72% |
$42.2K - $46.9K
|
3.66K
$503K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-369- 48.43% |
$44.5K - $49.4K
|
393
$54K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-380- 10.8% |
$45.9K - $50.9K
|
3.14K
$431K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-422- 20.91% |
$50.9K - $56.5K
|
1.6K
$219K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-460- 16.49% |
$55.5K - $61.6K
|
2.33K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-522- 0.79% |
$63K - $69.9K
|
65.1K
$8.95M
|