Purchases and Sales Made in Q3 2023 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.5K+ 331.02% |
$5.68M - $6.31M
|
59.2K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.7K+ 1182.6% |
$4.21M - $4.68M
|
36.6K
$4.7M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
28.2K+ 406.28% |
$3.52M - $3.91M
|
35.2K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19K+ 47.27% |
$2.37M - $2.64M
|
59.2K
$7.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
17.6KNew |
$2.19M - $2.44M
|
17.6K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7K+ 114.43% |
$1.96M - $2.18M
|
29.4K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 45.31% |
$1.9M - $2.11M
|
48.9K
$6.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.11K+ 41.92% |
$1.01M - $1.12M
|
27.4K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.94K+ 2136.0% |
$867K - $963K
|
7.27K
$934K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.16KNew |
$644K - $716K
|
5.16K
$663K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.05K+ 1.37% |
$505K - $561K
|
300K
$38.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.76K+ 3.77% |
$469K - $521K
|
103K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.5KNew |
$437K - $485K
|
3.5K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.4K+ 1.2% |
$424K - $471K
|
287K
$36.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.38K+ 15.68% |
$422K - $469K
|
24.9K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.04KNew |
$379K - $421K
|
3.04K
$390K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.02KNew |
$376K - $418K
|
3.02K
$388K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.78K+ 55580.0% |
$347K - $385K
|
2.78K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.31KNew |
$289K - $321K
|
2.31K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.3KNew |
$287K - $319K
|
2.3K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.19K+ 7.17% |
$273K - $303K
|
32.7K
$4.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.85KNew |
$230K - $256K
|
1.85K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.79KNew |
$224K - $249K
|
1.79K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
1.65KNew |
$205K - $228K
|
1.65K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
1.63KNew |
$204K - $226K
|
1.63K
$210K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47K+ 27.75% |
$184K - $204K
|
6.78K
$872K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.43K+ 23.15% |
$178K - $198K
|
7.59K
$976K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
686+ 32.7% |
$85.6K - $95.1K
|
2.78K
$358K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
600+ 150.0% |
$74.9K - $83.2K
|
1K
$129K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
550+ 15.94% |
$68.7K - $76.3K
|
4K
$514K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
475New |
$59.3K - $65.9K
|
475
$61.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
340New |
$42.4K - $47.2K
|
340
$43.7K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
285+ 12.38% |
$35.6K - $39.5K
|
2.59K
$333K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
259+ 2.14% |
$32.3K - $35.9K
|
12.3K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
202+ 1.88% |
$25.2K - $28K
|
11K
$1.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180+ 0.41% |
$22.5K - $25K
|
43.6K
$5.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
132New |
$16.5K - $18.3K
|
132
$17K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
121+ 145.78% |
$15.1K - $16.8K
|
204
$26.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 1.6% |
$12.5K - $13.9K
|
6.36K
$818K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$12.5K - $13.9K
|
100
$12.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
92+ 3.8% |
$11.5K - $12.8K
|
2.52K
$323K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
88+ 0.63% |
$11K - $12.2K
|
14K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85+ 0.11% |
$10.6K - $11.8K
|
78.4K
$10.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
79New |
$9.86K - $11K
|
79
$10.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
38+ 1.25% |
$4.74K - $5.27K
|
3.09K
$397K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36+ 0.7% |
$4.49K - $4.99K
|
5.19K
$667K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20+ 0.64% |
$2.5K - $2.77K
|
3.16K
$406K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
10+ 5.43% |
$1.25K - $1.39K
|
194
$24.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
8New |
$999 - $1.11K
|
8
$1.03K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7New |
$874 - $971
|
7
$900
|