Purchases and Sales Made in Q4 2024 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.41% |
$1.68K - $1.99K
|
3.16K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 0.7% |
$1.29K - $1.53K
|
1.44K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
10+ 0.47% |
$1.29K - $1.53K
|
2.15K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8+ 0.4% |
$1.03K - $1.23K
|
2.01K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
$1.03K - $1.23K
|
1.62K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.09% |
$258 - $307
|
2.15K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.31% |
$129 - $153
|
325
$41.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$129 - $153
|
5.03K
$639K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$129 - $153
|
1
$127
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.71% |
$129 - $153
|
141
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-4- 0.11% |
$517 - $613
|
3.57K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6- 0.25% |
$775 - $920
|
2.43K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-7- 0.32% |
$904 - $1.07K
|
2.16K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-13- 0.84% |
$1.68K - $1.99K
|
1.54K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15- 0.81% |
$1.94K - $2.3K
|
1.83K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-20- 2.04% |
$2.58K - $3.07K
|
960
$122K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-23- 0.62% |
$2.97K - $3.52K
|
3.7K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-35- 0.79% |
$4.52K - $5.36K
|
4.37K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37- 17.05% |
$4.78K - $5.67K
|
180
$22.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 48.78% |
$5.17K - $6.13K
|
42
$5.34K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 3.41% |
$5.81K - $6.9K
|
1.28K
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-47- 1.63% |
$6.07K - $7.2K
|
2.84K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 7.04% |
$6.59K - $7.82K
|
673
$85.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-53- 2.88% |
$6.84K - $8.12K
|
1.79K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65- 1.85% |
$8.39K - $9.96K
|
3.46K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-70- 2.49% |
$9.04K - $10.7K
|
2.74K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-75- 1.91% |
$9.69K - $11.5K
|
3.86K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-77- 1.95% |
$9.94K - $11.8K
|
3.87K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-80- 2.16% |
$10.3K - $12.3K
|
3.62K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-148- 38.24% |
$19.1K - $22.7K
|
239
$30.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-156- 75.0% |
$20.1K - $23.9K
|
52
$6.61K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-172- 0.39% |
$22.2K - $26.4K
|
43.9K
$5.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-174- 3.85% |
$22.5K - $26.7K
|
4.35K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-231- 2.0% |
$29.8K - $35.4K
|
11.3K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-279- 7.36% |
$36K - $42.8K
|
3.51K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 84.51% |
$38.7K - $46K
|
55
$6.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-320- 16.51% |
$41.3K - $49K
|
1.62K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-392- 16.4% |
$50.6K - $60.1K
|
2K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-405- 87.47% |
$52.3K - $62.1K
|
58
$7.37K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-408- 17.23% |
$52.7K - $62.5K
|
1.96K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-464- 2.66% |
$59.9K - $71.1K
|
17K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-507- 10.38% |
$65.5K - $77.7K
|
4.38K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-588- 36.8% |
$75.9K - $90.1K
|
1.01K
$128K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-665- 11.29% |
$85.9K - $102K
|
5.23K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-686- 9.15% |
$88.6K - $105K
|
6.82K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-751- 25.67% |
$97K - $115K
|
2.18K
$276K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-776- 7.0% |
$100K - $119K
|
10.3K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-829- 4.99% |
$107K - $127K
|
15.8K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 28.31% |
$146K - $174K
|
2.87K
$364K
|