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 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-302- 2.15% |
$36K - $42.2K
|
13.7K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-323- 13.21% |
$38.5K - $45.1K
|
2.12K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-325- 9.91% |
$38.8K - $45.4K
|
2.96K
$388K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-337- 2.03% |
$40.2K - $47K
|
16.2K
$2.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-352- 19.07% |
$42K - $49.1K
|
1.49K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-383- 3.94% |
$45.7K - $53.5K
|
9.33K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-383- 10.99% |
$45.7K - $53.5K
|
3.1K
$407K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-398- 0.91% |
$47.5K - $55.6K
|
43.2K
$5.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-407- 20.4% |
$48.6K - $56.8K
|
1.59K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-428- 16.62% |
$51.1K - $59.7K
|
2.15K
$282K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-456- 13.37% |
$54.4K - $63.7K
|
2.96K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-456- 13.37% |
$54.4K - $63.7K
|
2.96K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-595- 20.24% |
$71K - $83.1K
|
2.35K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-896- 17.36% |
$107K - $125K
|
4.27K
$559K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.18K- 39.14% |
$141K - $165K
|
1.83K
$240K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.35K- 10.81% |
$161K - $189K
|
11.2K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.47K- 43.41% |
$175K - $205K
|
1.92K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.55K- 23.06% |
$185K - $216K
|
5.16K
$677K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.56K- 33.32% |
$186K - $217K
|
3.12K
$409K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-1.59K- 24.57% |
$189K - $221K
|
4.87K
$638K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.02K- 42.05% |
$241K - $282K
|
2.78K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.04K- 55.22% |
$243K - $284K
|
1.65K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.26K- 11.06% |
$270K - $316K
|
18.2K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.67K- 2.22% |
$318K - $372K
|
118K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.55K- 10.86% |
$423K - $495K
|
29.1K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.89K- 29.18% |
$464K - $543K
|
9.44K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.89K- 81.07% |
$703K - $822K
|
1.38K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.24K- 7.96% |
$744K - $870K
|
72.1K
$9.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.53K- 48.85% |
$779K - $912K
|
6.84K
$897K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.98K- 82.1% |
$832K - $974K
|
1.52K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.03K- 23.03% |
$957K - $1.12M
|
26.8K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.52K- 31.03% |
$1.02M - $1.19M
|
18.9K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.1K- 33.34% |
$1.2M - $1.4M
|
20.1K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.6K- 49.76% |
$1.75M - $2.04M
|
14.8K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.7K- 18.13% |
$2.23M - $2.61M
|
84.6K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19.7K- 5.89% |
$2.35M - $2.75M
|
315K
$41.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.8K- 74.18% |
$2.6M - $3.04M
|
7.59K
$996K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-33.5K- 95.29% |
$4M - $4.68M
|
1.66K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.5K- 76.8% |
$5.43M - $6.35M
|
13.7K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-46.1K- 72.45% |
$5.5M - $6.44M
|
17.5K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.2K- 96.55% |
$5.63M - $6.59M
|
1.69K
$221K
|