Purchases and Sales Made in Q1 2023 in Ishares Tr (IYY)

This table provides information about the institutional ownership of Ishares Tr (IYY) during Q1 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
May 01, 2023 Q1 2023	Money Concepts Capital Corp	BUY	-	115K + 414.32%	$10.7M - $11.8M	143K $21M
May 15, 2023 Q1 2023	Ken Griffin Citadel Advisors LLC \| Chicago, Il	BUY	-	46K New	$4.27M - $4.72M	46K $6.78M
May 11, 2023 Q1 2023	Cambridge Investment Research Advisors, Inc.	BUY	-	16.9K + 118.47%	$1.57M - $1.73M	31.2K $4.6M
Jun 13, 2024 Q1 2023	Bank Of Montreal Toronto, A6	BUY	-	9.28K + 34.39%	$860K - $950K	36.2K $5.34M
May 10, 2023 Q1 2023	Lpl Financial LLC Fort Mill, SC	BUY	-	8.37K + 2.75%	$776K - $858K	313K $46.1M
May 09, 2023 Q1 2023	Bank Of New York Mellon Corp New York, NY	BUY	-	6.08K New	$564K - $623K	6.08K $896K
Jun 27, 2023 Q1 2023	Narus Financial Partners, LLC Salt Lake City, UT	BUY	-	5.18K New	$480K - $530K	5.18K $763K
May 01, 2023 Q1 2023	Cutler Group LP	BUY	-	4.93K New	$457K - $505K	4.93K $727K
May 09, 2023 Q1 2023	Wedbush Securities Inc	BUY	-	3.74K + 6.36%	$347K - $383K	62.5K $9.21M
Apr 27, 2023 Q1 2023	Stratos Wealth Advisors, LLC	BUY	-	2.61K New	$242K - $268K	2.61K $385K
May 05, 2023 Q1 2023	C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH	BUY	-	2.54K + 103.3%	$235K - $260K	5K $736K
May 15, 2023 Q1 2023	Ci Private Wealth, LLC Miami, FL	BUY	-	2.41K New	$223K - $247K	2.41K $355K
Apr 14, 2023 Q1 2023	Ae Wealth Management LLC	BUY	-	2.35K New	$217K - $240K	2.35K $346K
May 03, 2023 Q1 2023	Cassaday & CO Wealth Management LLC Mclean, VA	BUY	-	2.33K New	$216K - $239K	2.33K $343K
May 11, 2023 Q1 2023	Envestnet Asset Management Inc	BUY	-	2.23K + 7.01%	$207K - $228K	34K $5.01M
May 11, 2023 Q1 2023	Commonwealth Equity Services, LLC	BUY	-	2.21K + 1.88%	$205K - $227K	120K $17.7M
May 03, 2023 Q1 2023	Private Wealth Partners, LLC	BUY	-	2.2K New	$204K - $225K	2.2K $324K
May 15, 2023 Q1 2023	Yoder Wealth Management, Inc. Walnut Creek, CA	BUY	-	2.19K New	$203K - $224K	2.19K $323K
May 12, 2023 Q1 2023	Inter Ocean Capital Group, LLC Nashville, TN	BUY	-	2.15K New	$199K - $220K	2.15K $317K
May 15, 2023 Q1 2023	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	2.13K New	$198K - $218K	2.13K $314K
Apr 11, 2023 Q1 2023	Wedmont Private Capital	BUY	-	2.12K New	$196K - $217K	2.12K $312K
May 12, 2023 Q1 2023	Legacy Financial Group, Inc. Tulsa, OK	BUY	-	2.11K New	$196K - $216K	2.11K $311K
Apr 12, 2023 Q1 2023	Planned Solutions, Inc.	BUY	-	2.11K New	$195K - $216K	2.11K $310K
May 01, 2023 Q1 2023	Gen Trust, LLC	BUY	-	2K New	$185K - $205K	2K $295K
May 15, 2023 Q1 2023	Creative Planning Overland Park, KS	BUY	-	1.87K + 4.71%	$173K - $192K	41.6K $6.13M
May 09, 2023 Q1 2023	Clearstead Advisors, LLC Cleveland, OH	BUY	-	945 New	$87.6K - $96.8K	945 $139K
Apr 28, 2023 Q1 2023	Cwm, LLC	BUY	-	800 + 82.14%	$74.2K - $82K	1.77K $261K
May 04, 2023 Q1 2023	Founders Financial Securities LLC	BUY	-	617 + 12.23%	$57.2K - $63.2K	5.66K $834K
May 11, 2023 Q1 2023	Jpmorgan Chase & CO New York, NY	BUY	-	588 + 34.81%	$54.5K - $60.2K	2.28K $336K
May 09, 2023 Q1 2023	Spire Wealth Management	BUY	-	503 New	$46.6K - $51.5K	503 $74.1K
May 05, 2023 Q1 2023	Sigma Planning Corp Ann Arbor, MI	BUY	-	479 + 2.82%	$44.4K - $49.1K	17.5K $2.57M
Apr 19, 2023 Q1 2023	Carnegie Capital Asset Management, LLC	BUY	-	452 + 6.6%	$41.9K - $46.3K	7.31K $1.08M
May 10, 2023 Q1 2023	Clarity Wealth Advisors, LLC	BUY	-	374 + 17.16%	$34.7K - $38.3K	2.55K $376K
Apr 28, 2023 Q1 2023	Ameritas Advisory Services, LLC Lincoln, NE	BUY	-	354 New	$32.8K - $36.3K	354 $52.2K
May 15, 2023 Q1 2023	Cetera Advisors LLC Denver, CO	BUY	-	299 + 0.92%	$27.7K - $30.6K	32.9K $4.85M
May 17, 2023 Q1 2023	National Asset Management, Inc. Boca Raton, FL	BUY	-	233 + 2.88%	$21.6K - $23.9K	8.34K $1.23M
Nov 13, 2023 Q1 2023	Td Waterhouse Canada Inc. Toronto, A6	BUY	-	201 + 0.77%	$18.6K - $20.6K	26.4K $3.89M
May 15, 2023 Q1 2023	Steward Partners Investment Advisory, LLC	BUY	-	90 + 0.74%	$8.35K - $9.22K	12.3K $1.82M
Apr 21, 2023 Q1 2023	Time Scale Financial, Inc.	BUY	-	81 + 1.1%	$7.51K - $8.3K	7.48K $1.1M
May 17, 2023 Q1 2023	Sunbelt Securities, Inc. Houston, TX	BUY	-	46 + 0.51%	$4.27K - $4.71K	9.14K $1.35M
May 15, 2023 Q1 2023	Mercer Global Advisors Inc Denver, CO	BUY	-	40 + 0.36%	$3.71K - $4.1K	11.2K $1.65M
Apr 13, 2023 Q1 2023	Householder Group Estate & Retirement Specialist, LLC	BUY	-	33 New	$3.06K - $3.38K	33 $4.86K
May 08, 2023 Q1 2023	Brown Advisory Inc	BUY	-	22 + 0.24%	$2.04K - $2.25K	9.12K $1.34M
May 10, 2023 Q1 2023	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	13 + 0.17%	$1.21K - $1.33K	7.56K $1.11M
Apr 13, 2023 Q1 2023	Hubbell Strickland Wealth Management, LLC	BUY	-	13 + 0.58%	$1.21K - $1.33K	2.25K $331K
Apr 12, 2023 Q1 2023	Evanson Asset Management, LLC	BUY	-	12 + 0.36%	$1.11K - $1.23K	3.32K $489K
May 11, 2023 Q1 2023	Synovus Financial Corp Columbus, GA	BUY	-	10 + 0.22%	$927 - $1.02K	4.66K $686K
Apr 18, 2023 Q1 2023	Fiduciary Alliance LLC Greenville, SC	BUY	-	10 + 0.34%	$927 - $1.02K	2.94K $433K
May 15, 2023 Q1 2023	Garner Asset Management Corp	BUY	-	8 + 0.2%	$742 - $820	3.97K $586K
May 12, 2023 Q1 2023	Oxford Financial Group LTD Indianapolis, IN	BUY	-	4 + 0.38%	$371 - $410	1.05K $154K

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Account

Purchases and Sales Made in Q1 2023 in Ishares Tr (IYY)

115K

46K

16.9K

9.28K

8.37K

6.08K

5.18K

4.93K

3.74K

2.61K

2.54K

2.41K

2.35K

2.33K

2.23K

2.21K

2.2K

2.19K

2.15K

2.13K

2.12K

2.11K

2.11K

2K

1.87K

945

800

617

588

503

479

452

374

354

299

233

201

90

81

46

40

33

22

13

13

12

10

10

8

4

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