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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7+ 2.27% |
$874 - $971
|
316
$43.4K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6New |
$749 - $832
|
6
$825
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-4- 0.07% |
$499 - $555
|
5.38K
$739K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6- 1.65% |
$749 - $832
|
357
$49.1K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6- 2.31% |
$749 - $832
|
254
$34.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-13- 0.56% |
$1.62K - $1.8K
|
2.32K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-20- 1.09% |
$2.5K - $2.77K
|
1.81K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 1.05% |
$3.12K - $3.47K
|
2.35K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-25- 0.53% |
$3.12K - $3.47K
|
4.67K
$642K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-50- 0.88% |
$6.24K - $6.93K
|
5.62K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-71- 2.68% |
$8.86K - $9.85K
|
2.57K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-90- 13.7% |
$11.2K - $12.5K
|
567
$77.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-90- 13.7% |
$11.2K - $12.5K
|
567
$77.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 35.71% |
$12.5K - $13.9K
|
180
$24.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-100- 3.93% |
$12.5K - $13.9K
|
2.45K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-108- 46.96% |
$13.5K - $15K
|
122
$16.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-123- 4.36% |
$15.4K - $17.1K
|
2.7K
$371K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-142- 6.25% |
$17.7K - $19.7K
|
2.13K
$293K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-166- 3.11% |
$20.7K - $23K
|
5.17K
$711K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-198- 4.12% |
$24.7K - $27.5K
|
4.61K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-223- 97.38% |
$27.8K - $30.9K
|
6
$825
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-224- 6.2% |
$28K - $31.1K
|
3.39K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-283- 2.83% |
$35.3K - $39.2K
|
9.71K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-284- 10.23% |
$35.5K - $39.4K
|
2.49K
$343K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-293- 74.55% |
$36.6K - $40.6K
|
100
$13.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-300- 2.64% |
$37.5K - $41.6K
|
11.1K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-308- 4.03% |
$38.5K - $42.7K
|
7.33K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-335- 9.15% |
$41.8K - $46.5K
|
3.33K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-410- 12.92% |
$51.2K - $56.9K
|
2.76K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-441- 3.88% |
$55.1K - $61.2K
|
10.9K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-446- 13.65% |
$55.7K - $61.9K
|
2.82K
$388K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-502- 5.44% |
$62.7K - $69.6K
|
8.72K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-574- 22.34% |
$71.7K - $79.6K
|
2K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-684- 15.65% |
$85.4K - $94.9K
|
3.69K
$507K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-770- 17.02% |
$96.1K - $107K
|
3.75K
$516K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-794- 25.31% |
$99.1K - $110K
|
2.34K
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.03K- 73.37% |
$129K - $143K
|
375
$51.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 8.2% |
$149K - $166K
|
13.4K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.56K- 34.49% |
$195K - $217K
|
2.97K
$408K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.85K- 36.09% |
$231K - $257K
|
3.28K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.37K- 26.1% |
$296K - $329K
|
6.71K
$923K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-2.66K- 29.16% |
$331K - $368K
|
6.45K
$887K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.18KClosed |
$397K - $441K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.26K- 4.87% |
$407K - $452K
|
63.6K
$8.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.58K- 17.78% |
$447K - $497K
|
16.6K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.69K- 98.53% |
$461K - $512K
|
55
$7.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.76K- 55.5% |
$469K - $521K
|
3.01K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.87K- 15.93% |
$483K - $537K
|
20.4K
$2.81M
|