Purchases and Sales Made in Q3 2024 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$1.09K - $1.21K
|
2.14K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8+ 0.05% |
$1.09K - $1.21K
|
17.4K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$817 - $910
|
1.62K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.62% |
$272 - $303
|
324
$41.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.05% |
$136 - $152
|
2.15K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1+ 0.05% |
$136 - $152
|
2.17K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.06% |
$136 - $152
|
1.69K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1- 0.28% |
$136 - $152
|
355
$45.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-15- 17.65% |
$2.04K - $2.27K
|
70
$9K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-18- 0.45% |
$2.45K - $2.73K
|
3.95K
$508K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25- 1.04% |
$3.4K - $3.79K
|
2.38K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34- 0.52% |
$4.63K - $5.16K
|
6.49K
$834K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-34- 0.65% |
$4.63K - $5.16K
|
5.23K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-37- 1.09% |
$5.04K - $5.61K
|
3.34K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-37- 1.02% |
$5.04K - $5.61K
|
3.58K
$460K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-40- 1.46% |
$5.45K - $6.07K
|
2.71K
$348K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-40- 9.76% |
$5.45K - $6.07K
|
370
$47.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-59- 3.11% |
$8.03K - $8.95K
|
1.84K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-67- 4.07% |
$9.12K - $10.2K
|
1.58K
$203K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-74- 2.59% |
$10.1K - $11.2K
|
2.78K
$358K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-77- 0.57% |
$10.5K - $11.7K
|
13.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-84- 6.4% |
$11.4K - $12.7K
|
1.23K
$158K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-102- 7.09% |
$13.9K - $15.5K
|
1.34K
$172K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-106- 0.61% |
$14.4K - $16.1K
|
17.4K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-109- 4.18% |
$14.8K - $16.5K
|
2.5K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-165- 4.02% |
$22.5K - $25K
|
3.94K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-169- 26.74% |
$23K - $25.6K
|
463
$59.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-195- 9.14% |
$26.5K - $29.6K
|
1.94K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-199- 11.26% |
$27.1K - $30.2K
|
1.57K
$202K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-226- 6.7% |
$30.8K - $34.3K
|
3.15K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-248- 2.1% |
$33.8K - $37.6K
|
11.5K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-265- 39.49% |
$36.1K - $40.2K
|
406
$52.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-269- 6.78% |
$36.6K - $40.8K
|
3.7K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-297- 11.14% |
$40.4K - $45K
|
2.37K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-321- 0.37% |
$43.7K - $48.7K
|
87.5K
$11.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-355- 6.59% |
$48.3K - $53.8K
|
5.03K
$647K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-530- 8.25% |
$72.1K - $80.4K
|
5.89K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-558- 11.62% |
$76K - $84.6K
|
4.24K
$545K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-830- 38.6% |
$113K - $126K
|
1.32K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-837- 14.63% |
$114K - $127K
|
4.88K
$628K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-858- 18.75% |
$117K - $130K
|
3.72K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-958- 5.45% |
$130K - $145K
|
16.6K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-960- 2.28% |
$131K - $146K
|
41.2K
$5.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.04K- 0.89% |
$141K - $158K
|
115K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.06K- 19.86% |
$144K - $160K
|
4.27K
$549K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.16K- 7.06% |
$157K - $175K
|
15.2K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.41K- 47.54% |
$192K - $214K
|
1.56K
$200K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.43K- 29.47% |
$195K - $217K
|
3.42K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.65K- 9.27% |
$224K - $249K
|
16.1K
$2.07M
|