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 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.01K- 3.22% |
$500K - $555K
|
120K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.23K- 78.69% |
$903K - $1M
|
1.96K
$252K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.81K- 41.35% |
$1.1M - $1.22M
|
12.5K
$1.61M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9.19KClosed |
$1.15M - $1.27M
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 28.08% |
$1.43M - $1.59M
|
29.4K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.1K- 88.32% |
$1.88M - $2.09M
|
2K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16K- 92.73% |
$1.99M - $2.21M
|
1.25K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 37.07% |
$2.22M - $2.47M
|
30.2K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-21.3K- 13.95% |
$2.66M - $2.96M
|
132K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-27.2K- 67.08% |
$3.39M - $3.77M
|
13.3K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.8K- 46.12% |
$3.72M - $4.14M
|
34.8K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.5K- 20.44% |
$5.18M - $5.75M
|
161K
$20.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-47.1K- 94.81% |
$5.87M - $6.53M
|
2.58K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.4K- 93.29% |
$6.05M - $6.72M
|
3.49K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-56.6K- 86.96% |
$7.07M - $7.86M
|
8.5K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-68.7K- 96.05% |
$8.58M - $9.53M
|
2.83K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-123K- 96.24% |
$15.3M - $17M
|
4.8K
$617K
|