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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-613- 4.1% |
$60.4K - $66.4K
|
14.3K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-649- 6.76% |
$64K - $70.3K
|
8.95K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-923- 2.22% |
$91K - $100K
|
40.7K
$5.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-997- 0.83% |
$98.3K - $108K
|
119K
$17.4M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.07K- 9.2% |
$105K - $116K
|
10.6K
$1.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.21K- 18.82% |
$120K - $132K
|
5.24K
$766K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.22K- 0.66% |
$120K - $132K
|
182K
$26.7M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.27K- 32.73% |
$125K - $137K
|
2.6K
$380K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.66K- 6.27% |
$163K - $179K
|
24.8K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.21K- 3.54% |
$218K - $240K
|
60.3K
$8.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-2.31K- 46.91% |
$228K - $251K
|
2.62K
$383K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.99K- 9.07% |
$294K - $324K
|
29.9K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.23K- 2.58% |
$318K - $349K
|
122K
$17.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.42K- 19.6% |
$337K - $371K
|
14K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.77K- 84.77% |
$470K - $517K
|
857
$125K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6.18K- 3.65% |
$609K - $670K
|
163K
$23.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.01K- 14.21% |
$691K - $760K
|
42.3K
$6.19M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.38K- 57.37% |
$728K - $800K
|
5.49K
$802K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-7.8K- 45.88% |
$769K - $845K
|
9.2K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.66K- 18.86% |
$853K - $938K
|
37.2K
$5.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.89K- 39.19% |
$876K - $963K
|
13.8K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.06K- 9.52% |
$893K - $982K
|
86.1K
$12.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.9K- 16.84% |
$1.27M - $1.4M
|
63.6K
$9.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.5K- 4.31% |
$1.33M - $1.46M
|
299K
$43.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.3K- 52.35% |
$1.61M - $1.77M
|
14.9K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.8K- 45.11% |
$2.05M - $2.25M
|
25.3K
$3.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-122K- 85.56% |
$12M - $13.2M
|
20.6K
$3.01M
|