Purchases and Sales Made in Q2 2023 in Ishares Tr (IYY)
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 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20+ 0.26% |
$1.97K - $2.17K
|
7.58K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 0.25% |
$1.87K - $2.06K
|
7.5K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
18+ 0.56% |
$1.77K - $1.95K
|
3.24K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
11+ 0.18% |
$1.08K - $1.19K
|
6.26K
$923K
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
BUY
|
- |
9+ 0.23% |
$887 - $975
|
3.98K
$587K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8+ 0.27% |
$788 - $867
|
2.95K
$435K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.24% |
$788 - $867
|
3.33K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.16% |
$591 - $650
|
3.73K
$550K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.08% |
$493 - $542
|
6.05K
$892K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.27% |
$296 - $325
|
1.11K
$164K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3+ 0.29% |
$296 - $325
|
1.05K
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.26% |
$296 - $325
|
1.15K
$170K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$197 - $217
|
2.25K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2+ 0.02% |
$197 - $217
|
12K
$1.76M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$197 - $217
|
5.38K
$793K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$98.6 - $108
|
3.28K
$483K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.04% |
$98.6 - $108
|
2.33K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.2% |
$98.6 - $108
|
504
$74.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.35% |
$98.6 - $108
|
287
$42.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 2.86% |
$98.6 - $108
|
36
$5.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-22- 0.24% |
$2.17K - $2.38K
|
9.09K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.3% |
$2.37K - $2.6K
|
7.97K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-33- 0.14% |
$3.25K - $3.57K
|
23.2K
$3.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42- 0.18% |
$4.14K - $4.55K
|
23.9K
$3.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-48- 0.57% |
$4.73K - $5.2K
|
8.44K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54- 2.37% |
$5.32K - $5.85K
|
2.22K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-84- 3.94% |
$8.28K - $9.1K
|
2.05K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-124- 4.37% |
$12.2K - $13.4K
|
2.71K
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-145- 3.11% |
$14.3K - $15.7K
|
4.51K
$665K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-156- 0.71% |
$15.4K - $16.9K
|
21.7K
$3.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-176- 1.93% |
$17.3K - $19.1K
|
8.96K
$1.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-191- 1.31% |
$18.8K - $20.7K
|
14.4K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-194- 1.2% |
$19.1K - $21K
|
16K
$2.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-198- 9.28% |
$19.5K - $21.4K
|
1.94K
$285K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 29.41% |
$19.7K - $21.7K
|
480
$70.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-204- 14.1% |
$20.1K - $22.1K
|
1.24K
$183K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-243- 9.52% |
$23.9K - $26.3K
|
2.31K
$341K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-252- 7.25% |
$24.8K - $27.3K
|
3.22K
$475K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-270- 0.73% |
$26.6K - $29.2K
|
36.6K
$5.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-291- 3.49% |
$28.7K - $31.5K
|
8.05K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-300- 12.79% |
$29.6K - $32.5K
|
2.05K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-308- 0.91% |
$30.4K - $33.4K
|
33.7K
$4.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-322- 14.58% |
$31.7K - $34.9K
|
1.89K
$278K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-367- 9.22% |
$36.2K - $39.8K
|
3.62K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-394- 4.19% |
$38.8K - $42.7K
|
9K
$1.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-400- 1.62% |
$39.4K - $43.3K
|
24.3K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-425- 5.6% |
$41.9K - $46K
|
7.17K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-453- 0.41% |
$44.6K - $49.1K
|
109K
$16.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-560- 8.38% |
$55.2K - $60.7K
|
6.13K
$903K
|