Purchases and Sales Made in Q2 2023 in Ishares Tr (IYY)

IYY Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (IYY) during Q2 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
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
45.3K
+ 467.3%
$4.46M - $4.9M
55K $8.04M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
45.1K
+ 921.3%
$4.45M - $4.89M
50K $7.31M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
45.1K
+ 921.3%
$4.45M - $4.89M
50K $7.31M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
43.3K
+ 134.83%
$4.27M - $4.7M
75.5K $11M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
19.5K
+ 104.32%
$1.92M - $2.11M
38.2K $5.58M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
15.5K
+ 25.34%
$1.52M - $1.68M
76.5K $11.2M
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
15.1K
New
$1.49M - $1.64M
15.1K $2.21M
Aug 08, 2023 Q2 2023
Seven Mile Advisory

Ewing, NJ
BUY
 -
9.31K
New
$917K - $1.01M
9.31K $1.36M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.55K
+ 104.31%
$744K - $818K
14.8K $2.16M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.48K
+ 8.16%
$639K - $702K
86K $12.6M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.13K
New
$308K - $339K
3.13K $458K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
3.01K
New
$296K - $326K
3.01K $440K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
2.84K
New
$280K - $308K
2.84K $415K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
2.3K
New
$227K - $249K
2.3K $336K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.29K
+ 11.76%
$225K - $248K
21.7K $3.18M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.27K
New
$224K - $246K
2.27K $333K
Jul 31, 2023 Q2 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
2.25K
+ 102.27%
$222K - $244K
4.45K $651K
Jul 18, 2023 Q2 2023
Lake Street Financial LLC

BUY
 -
1.97K
New
$194K - $213K
1.97K $287K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.93K
+ 80.35%
$191K - $210K
4.34K $635K
Aug 14, 2023 Q2 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
1.92K
New
$190K - $208K
1.92K $281K
Aug 14, 2023 Q2 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.87K
New
$184K - $202K
1.87K $273K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.39K
+ 27.74%
$137K - $150K
6.38K $934K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.33K
+ 4.23%
$131K - $144K
32.7K $4.79M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.32K
+ 53.23%
$130K - $143K
3.8K $556K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.19K
+ 67.08%
$117K - $129K
2.96K $433K
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
935
+ 16.51%
$92.1K - $101K
6.6K $965K
Aug 28, 2023 Q2 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
930
New
$91.7K - $101K
930 $136K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
825
New
$81.3K - $89.4K
825 $121K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
635
+ 298.12%
$62.6K - $68.8K
848 $124K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
602
New
$59.3K - $65.2K
602 $88K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
457
+ 8.63%
$45K - $49.5K
5.75K $842K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
364
New
$35.9K - $39.4K
364 $53.2K
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
257
+ 100.0%
$25.3K - $27.8K
514 $75.2K
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
191
+ 1.15%
$18.8K - $20.7K
16.8K $2.46M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
187
+ 7.16%
$18.4K - $20.3K
2.8K $409K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
185
New
$18.2K - $20K
185 $27.1K
Jul 07, 2023 Q2 2023
West Financial Advisors, LLC

BUY
 -
160
New
$15.8K - $17.3K
160 $23.4K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
150
New
$14.8K - $16.2K
150 $21.9K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
149
+ 1.21%
$14.7K - $16.1K
12.5K $1.82M
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
123
+ 1.68%
$12.1K - $13.3K
7.43K $1.09M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
121
New
$11.9K - $13.1K
121 $17.7K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
107
+ 1.69%
$10.5K - $11.6K
6.45K $943K
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
58
+ 0.38%
$5.72K - $6.28K
15.4K $2.26M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
51
+ 0.99%
$5.03K - $5.52K
5.22K $764K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
29
+ 0.26%
$2.86K - $3.14K
11.2K $1.64M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
27
+ 0.32%
$2.66K - $2.92K
8.55K $1.25M
Aug 07, 2023 Q2 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
26
+ 0.23%
$2.56K - $2.82K
11.2K $1.63M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
23
+ 0.25%
$2.27K - $2.49K
9.25K $1.35M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
21
+ 0.26%
$2.07K - $2.27K
8.12K $1.19M

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