Purchases and Sales Made in Q1 2024 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
403+ 4.49% |
$46K - $51.6K
|
9.38K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
267+ 4.04% |
$30.5K - $34.2K
|
6.87K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
227+ 20.23% |
$25.9K - $29.1K
|
1.35K
$199K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
162+ 125.58% |
$18.5K - $20.8K
|
291
$42.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 6.83% |
$17.1K - $19.2K
|
2.35K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
105+ 4.48% |
$12K - $13.4K
|
2.45K
$361K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90New |
$10.3K - $11.5K
|
90
$13.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
80New |
$9.14K - $10.2K
|
80
$11.8K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
58+ 3.82% |
$6.63K - $7.43K
|
1.58K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38+ 1.85% |
$4.34K - $4.87K
|
2.09K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.68% |
$3.43K - $3.84K
|
4.46K
$658K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
25New |
$2.86K - $3.2K
|
25
$3.69K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.42% |
$2.51K - $2.82K
|
5.3K
$782K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 0.26% |
$2.17K - $2.43K
|
7.2K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
10+ 0.16% |
$1.14K - $1.28K
|
6.31K
$930K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.22% |
$1.03K - $1.15K
|
4.02K
$593K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.27% |
$1.03K - $1.15K
|
3.36K
$496K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8+ 0.23% |
$914 - $1.02K
|
3.55K
$523K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.24% |
$800 - $897
|
2.98K
$439K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.19% |
$800 - $897
|
3.76K
$554K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.17% |
$571 - $640
|
3.02K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3+ 0.28% |
$343 - $384
|
1.06K
$156K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$343 - $384
|
2.26K
$333K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2+ 0.02% |
$229 - $256
|
12K
$1.77M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.11% |
$229 - $256
|
1.85K
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$229 - $256
|
3.28K
$484K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.39% |
$229 - $256
|
510
$75.2K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$114 - $128
|
4.61K
$679K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 33.33% |
$114 - $128
|
2
$295
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-10- 3.91% |
$1.14K - $1.28K
|
246
$36.3K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12- 0.17% |
$1.37K - $1.54K
|
7.09K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-12- 0.36% |
$1.37K - $1.54K
|
3.3K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 0.24% |
$2.29K - $2.56K
|
8.21K
$1.21M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-20- 0.9% |
$2.29K - $2.56K
|
2.2K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24- 0.22% |
$2.74K - $3.07K
|
11K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-27- 0.13% |
$3.09K - $3.46K
|
20.8K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-34- 0.43% |
$3.88K - $4.36K
|
7.87K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-40- 1.69% |
$4.57K - $5.12K
|
2.33K
$344K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-50- 2.15% |
$5.71K - $6.4K
|
2.27K
$335K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-86- 3.69% |
$9.83K - $11K
|
2.25K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-100- 0.3% |
$11.4K - $12.8K
|
33.7K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-100- 39.37% |
$11.4K - $12.8K
|
154
$22.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-119- 1.53% |
$13.6K - $15.2K
|
7.65K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-125- 1.11% |
$14.3K - $16K
|
11.2K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-135- 6.23% |
$15.4K - $17.3K
|
2.03K
$300K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-161- 55.52% |
$18.4K - $20.6K
|
129
$19K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-167- 16.7% |
$19.1K - $21.4K
|
833
$123K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-190- 6.39% |
$21.7K - $24.3K
|
2.78K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-227- 7.82% |
$25.9K - $29.1K
|
2.67K
$394K
|