Purchases and Sales Made in Q2 2024 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
450K+ 101101.12% |
$63M - $67M
|
450K
$59.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
308KNew |
$43.1M - $45.9M
|
308K
$40.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.5K+ 648.54% |
$5.11M - $5.44M
|
42.1K
$5.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.7K+ 2023.42% |
$4.44M - $4.73M
|
33.3K
$4.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 12.49% |
$2.16M - $2.29M
|
139K
$18.2M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6K+ 1626.11% |
$1.9M - $2.02M
|
14.4K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.8K+ 43.68% |
$1.51M - $1.6M
|
35.4K
$4.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7.84K+ 22.46% |
$1.1M - $1.17M
|
42.7K
$5.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.26K+ 440.68% |
$1.02M - $1.08M
|
8.91K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
6.58KNew |
$921K - $981K
|
6.58K
$863K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.25K+ 4.53% |
$875K - $932K
|
144K
$18.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.39KNew |
$754K - $803K
|
5.39K
$707K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.97KNew |
$555K - $591K
|
3.97K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.33K+ 106.05% |
$467K - $497K
|
6.48K
$850K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.08KNew |
$432K - $459K
|
3.08K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.93K+ 24.78% |
$270K - $288K
|
9.73K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.77KNew |
$247K - $263K
|
1.77K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.62KNew |
$227K - $241K
|
1.62K
$212K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.47K+ 38.17% |
$206K - $219K
|
5.33K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.3K+ 77.73% |
$182K - $194K
|
2.98K
$391K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.28K+ 9.44% |
$180K - $191K
|
14.9K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.24KNew |
$173K - $184K
|
1.24K
$162K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1K+ 1.56% |
$140K - $149K
|
65K
$8.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
850+ 15.26% |
$119K - $127K
|
6.42K
$842K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
762+ 36.37% |
$107K - $114K
|
2.86K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
496+ 16.32% |
$69.4K - $73.9K
|
3.54K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
484+ 2.84% |
$67.8K - $72.1K
|
17.5K
$2.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
459+ 9.35% |
$64.3K - $68.4K
|
5.37K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
449New |
$62.9K - $66.9K
|
449
$58.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
426New |
$59.6K - $63.5K
|
426
$55.9K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
420+ 14.19% |
$58.8K - $62.6K
|
3.38K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
405+ 178.41% |
$56.7K - $60.4K
|
632
$82.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
400+ 10.0% |
$56K - $59.6K
|
4.4K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
386+ 13.12% |
$54K - $57.5K
|
3.33K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
322New |
$45.1K - $48K
|
322
$42.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
262+ 10.35% |
$36.7K - $39K
|
2.79K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
244+ 7.24% |
$34.2K - $36.4K
|
3.61K
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
216+ 1.87% |
$30.2K - $32.2K
|
11.8K
$1.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
157New |
$22K - $23.4K
|
157
$20.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
140New |
$19.6K - $20.9K
|
140
$18.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
139+ 5.5% |
$19.5K - $20.7K
|
2.67K
$350K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
130New |
$18.2K - $19.4K
|
130
$17.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78+ 1.38% |
$10.9K - $11.6K
|
5.72K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
65+ 4.73% |
$9.1K - $9.69K
|
1.44K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58+ 2.38% |
$8.12K - $8.64K
|
2.5K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38New |
$5.32K - $5.66K
|
38
$4.98K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
33+ 2.2% |
$4.62K - $4.92K
|
1.54K
$201K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
29+ 0.37% |
$4.06K - $4.32K
|
7.9K
$1.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24+ 1.62% |
$3.36K - $3.58K
|
1.51K
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.36% |
$2.1K - $2.24K
|
4.19K
$549K
|