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 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-530- 10.47% |
$64K - $71K
|
4.53K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-574- 26.73% |
$69.3K - $76.9K
|
1.57K
$216K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-733- 3.15% |
$88.5K - $98.2K
|
22.5K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-765- 90.21% |
$92.3K - $102K
|
83
$11.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-770- 7.8% |
$92.9K - $103K
|
9.11K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-804- 0.28% |
$97K - $108K
|
284K
$38.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-815- 14.42% |
$98.4K - $109K
|
4.84K
$664K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-833- 20.77% |
$101K - $112K
|
3.18K
$437K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 21.54% |
$145K - $161K
|
4.37K
$600K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.48K- 3.71% |
$178K - $198K
|
38.3K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.52K- 36.45% |
$183K - $203K
|
2.65K
$363K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.67K- 31.65% |
$202K - $224K
|
3.61K
$496K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.82K- 37.34% |
$219K - $243K
|
3.05K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.29K- 28.77% |
$277K - $307K
|
5.67K
$779K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.32K- 47.44% |
$280K - $311K
|
2.57K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.41K- 31.84% |
$290K - $322K
|
5.15K
$707K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.67K- 27.74% |
$322K - $357K
|
6.95K
$954K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.97K- 28.43% |
$479K - $532K
|
9.99K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.82K- 16.55% |
$582K - $646K
|
24.3K
$3.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.97K- 18.91% |
$600K - $665K
|
21.3K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.38K- 62.22% |
$649K - $721K
|
3.27K
$449K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-5.61K- 93.34% |
$677K - $751K
|
400
$55K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.11K- 68.17% |
$737K - $818K
|
2.85K
$392K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-6.48K- 23.12% |
$782K - $868K
|
21.6K
$2.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.5K- 55.05% |
$784K - $871K
|
5.31K
$729K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.02K- 15.58% |
$968K - $1.07M
|
43.4K
$5.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.36K- 6.3% |
$1.01M - $1.12M
|
124K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.36K- 8.59% |
$1.13M - $1.25M
|
99.5K
$13.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10K- 11.36% |
$1.21M - $1.34M
|
78.3K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.7K- 5.35% |
$2.02M - $2.24M
|
296K
$40.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-19.6K- 13.34% |
$2.37M - $2.63M
|
128K
$17.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.3K- 86.62% |
$2.45M - $2.72M
|
3.14K
$432K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.9K- 33.29% |
$2.89M - $3.21M
|
48K
$6.59M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.8K- 38.11% |
$2.99M - $3.32M
|
40.2K
$5.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.8K- 38.11% |
$2.99M - $3.32M
|
40.2K
$5.52M
|