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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
SELL
|
- |
-240- 3.45% |
$27.4K - $30.7K
|
6.72K
$983K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-242- 7.08% |
$27.7K - $31K
|
3.18K
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-246- 4.14% |
$28.1K - $31.5K
|
5.7K
$834K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-248- 1.96% |
$28.3K - $31.8K
|
12.4K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-264- 1.09% |
$30.2K - $33.8K
|
23.9K
$3.49M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-269- 5.39% |
$30.7K - $34.5K
|
4.73K
$691K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-299- 6.88% |
$34.2K - $38.3K
|
4.04K
$591K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-301- 0.84% |
$34.4K - $38.6K
|
35.6K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-303- 1.85% |
$34.6K - $38.8K
|
16.1K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-328- 12.5% |
$37.5K - $42K
|
2.3K
$336K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-384- 11.28% |
$43.9K - $49.2K
|
3.02K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-390- 18.45% |
$44.6K - $50K
|
1.72K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-396- 15.43% |
$45.2K - $50.7K
|
2.17K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-400- 8.15% |
$45.7K - $51.2K
|
4.51K
$660K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-418- 1.14% |
$47.8K - $53.5K
|
36.2K
$5.29M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-437- 2.46% |
$49.9K - $56K
|
17.3K
$2.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-477- 3.49% |
$54.5K - $61.1K
|
13.2K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-538- 60.04% |
$61.5K - $68.9K
|
358
$52.4K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-600- 21.66% |
$68.6K - $76.9K
|
2.17K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-756- 0.46% |
$86.4K - $96.8K
|
164K
$24M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-771- 0.17% |
$88.1K - $98.8K
|
458K
$67M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-846- 1.32% |
$96.7K - $108K
|
63.2K
$9.24M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-897- 1.34% |
$102K - $115K
|
66.1K
$9.66M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-917- 2.27% |
$105K - $117K
|
39.5K
$5.78M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-919- 14.37% |
$105K - $118K
|
5.48K
$801K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.01K- 14.38% |
$115K - $129K
|
6.01K
$880K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.21K- 7.22% |
$138K - $155K
|
15.5K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.39K- 5.93% |
$159K - $178K
|
22.1K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 36.55% |
$160K - $179K
|
2.43K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.65K- 4.16% |
$188K - $211K
|
37.9K
$5.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.87K- 21.01% |
$214K - $240K
|
7.03K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.07K- 5.13% |
$237K - $265K
|
38.3K
$5.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.14K- 17.11% |
$245K - $274K
|
10.4K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.22K- 28.98% |
$253K - $284K
|
5.44K
$795K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.34K- 9.02% |
$267K - $300K
|
23.6K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.67K- 21.5% |
$305K - $342K
|
9.74K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.91K- 2.89% |
$447K - $501K
|
131K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.97K- 70.61% |
$568K - $637K
|
2.07K
$303K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.06K- 4.98% |
$578K - $648K
|
96.6K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.61K- 34.53% |
$983K - $1.1M
|
16.3K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.7K- 31.6% |
$994K - $1.11M
|
18.8K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 2.37% |
$1.27M - $1.43M
|
458K
$67M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 2.37% |
$1.27M - $1.43M
|
458K
$67M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.8KClosed |
$2.49M - $2.79M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29K- 51.8% |
$3.31M - $3.71M
|
27K
$3.94M
|