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 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
15+ 0.36% |
$2.1K - $2.24K
|
4.19K
$546K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14+ 0.9% |
$1.96K - $2.09K
|
1.56K
$204K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.36% |
$1.68K - $1.79K
|
3.37K
$440K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12+ 1.05% |
$1.68K - $1.79K
|
1.16K
$151K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$1.12K - $1.19K
|
2.13K
$278K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8+ 0.17% |
$1.12K - $1.19K
|
4.85K
$633K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.28% |
$1.12K - $1.19K
|
2.88K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.36% |
$980 - $1.04K
|
1.94K
$253K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$840 - $894
|
1.61K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$140 - $149
|
1
$130
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.08% |
$140 - $149
|
94
$12.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 3.51% |
$560 - $596
|
110
$14.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-5- 62.5% |
$700 - $745
|
3
$391
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 15.15% |
$700 - $745
|
28
$3.65K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6- 0.41% |
$840 - $894
|
1.45K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7- 0.38% |
$980 - $1.04K
|
1.84K
$240K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10- 0.69% |
$1.4K - $1.49K
|
1.44K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-15- 0.69% |
$2.1K - $2.24K
|
2.17K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19- 0.96% |
$2.66K - $2.83K
|
1.95K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-19- 0.36% |
$2.66K - $2.83K
|
5.26K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20- 0.85% |
$2.8K - $2.98K
|
2.33K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 87.5% |
$2.94K - $3.13K
|
3
$391
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 22.64% |
$3.36K - $3.58K
|
82
$10.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 1.15% |
$3.5K - $3.73K
|
2.15K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-37- 0.56% |
$5.18K - $5.51K
|
6.52K
$851K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-54- 2.47% |
$7.56K - $8.05K
|
2.13K
$278K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-56- 1.64% |
$7.84K - $8.35K
|
3.35K
$437K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-63- 1.56% |
$8.82K - $9.39K
|
3.97K
$517K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-66- 1.42% |
$9.24K - $9.84K
|
4.58K
$597K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-73- 9.81% |
$10.2K - $10.9K
|
671
$87.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 81.97% |
$14K - $14.9K
|
22
$2.87K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 7.08% |
$14K - $14.9K
|
1.31K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-105- 2.99% |
$14.7K - $15.6K
|
3.41K
$445K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-112- 2.28% |
$15.7K - $16.7K
|
4.8K
$626K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-131- 1.45% |
$18.3K - $19.5K
|
8.88K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-134- 0.33% |
$18.8K - $20K
|
40K
$5.21M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-144- 1.06% |
$20.2K - $21.5K
|
13.4K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-157- 5.3% |
$22K - $23.4K
|
2.81K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-162- 1.48% |
$22.7K - $24.1K
|
10.8K
$1.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-163- 5.21% |
$22.8K - $24.3K
|
2.96K
$386K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-163- 9.01% |
$22.8K - $24.3K
|
1.65K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-170- 2.73% |
$23.8K - $25.3K
|
6.07K
$791K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-174- 3.85% |
$24.4K - $25.9K
|
4.35K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-196- 2.55% |
$27.4K - $29.2K
|
7.5K
$978K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-198- 9.44% |
$27.7K - $29.5K
|
1.9K
$248K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-220- 67.69% |
$30.8K - $32.8K
|
105
$13.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-223- 9.4% |
$31.2K - $33.2K
|
2.15K
$280K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-250- 9.34% |
$35K - $37.3K
|
2.43K
$316K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-287- 93.49% |
$40.2K - $42.8K
|
20
$2.61K
|