Purchases and Sales Made in Q4 2023 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.2K+ 21.45% |
$6.58M - $7.7M
|
312K
$41M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34.9KNew |
$4.16M - $4.87M
|
34.9K
$4.58M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28.2KNew |
$3.37M - $3.94M
|
28.2K
$3.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.2K+ 71.65% |
$3.13M - $3.66M
|
62.8K
$8.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.1KNew |
$2.27M - $2.66M
|
19.1K
$2.5M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
12.8KNew |
$1.52M - $1.78M
|
12.8K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.4K+ 4.13% |
$1.48M - $1.73M
|
312K
$41M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$1.42M - $1.66M
|
11.9K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
10.8KNew |
$1.29M - $1.51M
|
10.8K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.65KNew |
$1.03M - $1.21M
|
8.65K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
8.65K+ 6.57% |
$1.03M - $1.21M
|
140K
$18.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.49KNew |
$893K - $1.05M
|
7.49K
$982K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
5.93K+ 593.4% |
$708K - $828K
|
6.93K
$910K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.54KNew |
$661K - $774K
|
5.54K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.77KNew |
$569K - $666K
|
4.77K
$626K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.24K+ 62.53% |
$506K - $592K
|
11K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.38KNew |
$403K - $471K
|
3.38K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.14KNew |
$375K - $439K
|
3.14K
$412K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.6KNew |
$310K - $363K
|
2.6K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.36KNew |
$281K - $329K
|
2.36K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2K+ 77.78% |
$239K - $279K
|
4.58K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2KNew |
$238K - $279K
|
2K
$262K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.92KNew |
$230K - $269K
|
1.92K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.83K+ 0.64% |
$218K - $255K
|
289K
$37.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.63KNew |
$195K - $228K
|
1.63K
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.6KNew |
$191K - $223K
|
1.6K
$210K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.53KNew |
$183K - $214K
|
1.53K
$201K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 8.68% |
$182K - $213K
|
19.1K
$2.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$179K - $209K
|
1.5K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.48KNew |
$177K - $207K
|
1.48K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.48K+ 64.29% |
$176K - $206K
|
3.78K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.45KNew |
$173K - $203K
|
1.45K
$191K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.45KNew |
$173K - $203K
|
1.45K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.38KNew |
$165K - $193K
|
1.38K
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.09K+ 0.68% |
$130K - $153K
|
163K
$21.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
855+ 14250.0% |
$102K - $119K
|
861
$113K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
780+ 111.43% |
$93K - $109K
|
1.48K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
584+ 15.56% |
$69.7K - $81.5K
|
4.34K
$569K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
581+ 32.4% |
$69.3K - $81.1K
|
2.37K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
506+ 31.0% |
$60.4K - $70.6K
|
2.14K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
498+ 15.75% |
$59.4K - $69.5K
|
3.66K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
490New |
$58.5K - $68.4K
|
490
$64.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
430+ 3.92% |
$51.3K - $60K
|
11.4K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
346+ 13.37% |
$41.3K - $48.3K
|
2.93K
$385K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
325New |
$38.8K - $45.4K
|
325
$42.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
308New |
$36.7K - $43K
|
308
$40.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
224+ 4.32% |
$26.7K - $31.3K
|
5.41K
$710K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
206New |
$24.6K - $28.8K
|
206
$27K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
156+ 7.96% |
$18.6K - $21.8K
|
2.12K
$277K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
126+ 64.95% |
$15K - $17.6K
|
320
$42K
|