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 | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.02% |
$371 - $410
|
16.2K
$2.41M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.36% |
$371 - $410
|
1.11K
$166K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3+ 0.03% |
$278 - $307
|
12K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.14% |
$278 - $307
|
2.21K
$329K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.05% |
$185 - $205
|
3.73K
$555K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$185 - $205
|
3.28K
$489K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$185 - $205
|
5.37K
$801K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.35% |
$92.7 - $102
|
286
$42.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 20.0% |
$92.7 - $102
|
4
$596
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-3- 0.06% |
$278 - $307
|
5.3K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12- 0.51% |
$1.11K - $1.23K
|
2.33K
$347K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13- 1.16% |
$1.21K - $1.33K
|
1.11K
$165K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-24- 8.0% |
$2.23K - $2.46K
|
276
$41.2K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-36- 0.9% |
$3.34K - $3.69K
|
3.98K
$594K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-58- 0.38% |
$5.38K - $5.94K
|
15.4K
$2.29M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-65- 0.58% |
$6.03K - $6.66K
|
11.2K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-70- 2.62% |
$6.49K - $7.17K
|
2.6K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-77- 6.28% |
$7.14K - $7.89K
|
1.15K
$171K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-95- 1.02% |
$8.81K - $9.73K
|
9.23K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-105- 3.57% |
$9.74K - $10.8K
|
2.84K
$423K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-109- 2.06% |
$10.1K - $11.2K
|
5.17K
$771K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-145- 1.68% |
$13.4K - $14.9K
|
8.49K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-165- 0.75% |
$15.3K - $16.9K
|
21.9K
$3.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-166- 1.1% |
$15.4K - $17K
|
14.9K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 2.29% |
$18.5K - $20.5K
|
8.53K
$1.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-200- 0.8% |
$18.5K - $20.5K
|
24.7K
$3.68M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-220- 1.48% |
$20.4K - $22.5K
|
14.6K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-231- 2.4% |
$21.4K - $23.7K
|
9.39K
$1.4M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-252- 1.49% |
$23.4K - $25.8K
|
16.7K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-258- 1.65% |
$23.9K - $26.4K
|
15.4K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-271- 55.99% |
$25.1K - $27.8K
|
213
$31.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-311- 3.46% |
$28.8K - $31.9K
|
8.69K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-316- 2.4% |
$29.3K - $32.4K
|
12.9K
$1.92M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-401- 1.7% |
$37.2K - $41.1K
|
23.3K
$3.47M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-500Closed |
$46.4K - $51.2K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 7.64% |
$46.4K - $51.2K
|
6.04K
$901K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-586- 14.43% |
$54.3K - $60K
|
3.47K
$518K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-654- 24.29% |
$60.7K - $67K
|
2.04K
$304K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-656- 2.81% |
$60.8K - $67.2K
|
22.7K
$3.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-660- 8.99% |
$61.2K - $67.6K
|
6.69K
$997K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-694- 6.74% |
$64.4K - $71.1K
|
9.6K
$1.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-697- 2.17% |
$64.6K - $71.4K
|
31.4K
$4.68M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-829- 1.65% |
$76.9K - $84.9K
|
49.4K
$7.36M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-978- 4.79% |
$90.7K - $100K
|
19.5K
$2.9M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-1.06K- 14.55% |
$98.7K - $109K
|
6.25K
$932K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 2.99% |
$105K - $116K
|
36.9K
$5.5M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.23K- 0.67% |
$114K - $126K
|
184K
$27.4M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25KClosed |
$116K - $128K
|
0
$0
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.27K- 32.73% |
$117K - $130K
|
2.6K
$388K
|