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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$11.9K - $14K
|
100
$13.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
91New |
$10.9K - $12.7K
|
91
$11.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
87+ 1.12% |
$10.4K - $12.1K
|
7.85K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
86+ 15.64% |
$10.3K - $12K
|
636
$83.4K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
75New |
$8.95K - $10.5K
|
75
$9.84K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
45+ 1.09% |
$5.37K - $6.28K
|
4.16K
$546K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
42+ 1.68% |
$5.01K - $5.86K
|
2.54K
$333K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
40+ 1.32% |
$4.77K - $5.58K
|
3.08K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
36+ 1.09% |
$4.29K - $5.03K
|
3.35K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
35+ 1.26% |
$4.18K - $4.89K
|
2.82K
$370K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
34New |
$4.06K - $4.75K
|
34
$4.46K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32New |
$3.82K - $4.47K
|
32
$4.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
24+ 1.15% |
$2.86K - $3.35K
|
2.12K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
24+ 0.86% |
$2.86K - $3.35K
|
2.81K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 5.39% |
$1.31K - $1.54K
|
215
$28.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10New |
$1.19K - $1.4K
|
10
$1.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6+ 0.33% |
$716 - $838
|
1.82K
$238K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
6New |
$716 - $838
|
6
$787
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.96% |
$477 - $558
|
421
$55.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.48% |
$119 - $140
|
208
$27.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$119 - $140
|
4.61K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 16.67% |
$119 - $140
|
7
$918
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1- 0.28% |
$119 - $140
|
356
$46.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5- 0.05% |
$596 - $698
|
11.1K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 1.8% |
$954 - $1.12K
|
437
$57.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-15- 15.0% |
$1.79K - $2.09K
|
85
$11.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16- 15.38% |
$1.91K - $2.23K
|
88
$11.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-35- 0.62% |
$4.18K - $4.89K
|
5.59K
$733K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-56- 3.52% |
$6.68K - $7.82K
|
1.54K
$202K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57- 4.56% |
$6.8K - $7.96K
|
1.19K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-59- 0.54% |
$7.04K - $8.24K
|
10.9K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-64- 50.79% |
$7.63K - $8.93K
|
62
$8.13K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-76- 4.76% |
$9.07K - $10.6K
|
1.52K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-77- 1.21% |
$9.19K - $10.7K
|
6.29K
$825K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 3.58% |
$10.7K - $12.6K
|
2.43K
$318K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 4.69% |
$11.9K - $14K
|
2.03K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-114- 1.5% |
$13.6K - $15.9K
|
7.48K
$981K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-124- 4.18% |
$14.8K - $17.3K
|
2.85K
$373K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-143- 4.3% |
$17.1K - $20K
|
3.19K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-148- 43.53% |
$17.7K - $20.7K
|
192
$25.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-156- 2.13% |
$18.6K - $21.8K
|
7.18K
$942K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-167- 29.45% |
$19.9K - $23.3K
|
400
$52.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-167- 29.45% |
$19.9K - $23.3K
|
400
$52.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-193- 20.6% |
$23K - $26.9K
|
744
$97.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 53.76% |
$23.9K - $27.9K
|
172
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-228- 8.25% |
$27.2K - $31.8K
|
2.54K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-228- 4.41% |
$27.2K - $31.8K
|
4.95K
$649K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-286- 10.12% |
$34.1K - $39.9K
|
2.54K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-300- 42.86% |
$35.8K - $41.9K
|
400
$52.5K
|