Purchases and Sales Made in Q2 2024 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
99+ 2.45% |
$12K - $13.1K
|
4.14K
$611K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 10.59% |
$6.53K - $7.17K
|
564
$83.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$6.04K - $6.63K
|
50
$7.37K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44+ 0.11% |
$5.32K - $5.84K
|
39.6K
$5.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27+ 0.24% |
$3.26K - $3.58K
|
11.1K
$1.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 1.18% |
$3.02K - $3.32K
|
2.15K
$317K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
17+ 0.24% |
$2.05K - $2.26K
|
7.21K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
11+ 0.17% |
$1.33K - $1.46K
|
6.32K
$931K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.24% |
$967 - $1.06K
|
3.37K
$497K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8+ 0.18% |
$967 - $1.06K
|
4.47K
$659K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.23% |
$846 - $929
|
2.99K
$440K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.2% |
$846 - $929
|
3.56K
$524K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.16% |
$725 - $796
|
3.76K
$555K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$725 - $796
|
2.55K
$376K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.17% |
$604 - $664
|
3.02K
$445K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$363 - $398
|
1.35K
$199K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$242 - $265
|
2.26K
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$242 - $265
|
3.29K
$484K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.11% |
$242 - $265
|
1.85K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2+ 0.19% |
$242 - $265
|
1.06K
$157K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$121 - $133
|
115
$17K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.2% |
$121 - $133
|
511
$75.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2- 0.04% |
$242 - $265
|
4.76K
$702K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3- 0.12% |
$363 - $398
|
2.41K
$356K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-22- 8.94% |
$2.66K - $2.92K
|
224
$33K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-25- 1.34% |
$3.02K - $3.32K
|
1.84K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28- 0.22% |
$3.38K - $3.72K
|
12.7K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-32- 1.55% |
$3.87K - $4.25K
|
2.04K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-33- 0.09% |
$3.99K - $4.38K
|
37.9K
$5.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-45- 2.83% |
$5.44K - $5.97K
|
1.54K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-47- 0.89% |
$5.68K - $6.24K
|
5.26K
$775K
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-48- 0.4% |
$5.8K - $6.37K
|
11.9K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-49- 1.04% |
$5.92K - $6.5K
|
4.68K
$690K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-49- 0.24% |
$5.92K - $6.5K
|
20.7K
$3.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-50- 3.09% |
$6.04K - $6.63K
|
1.57K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-56- 2.93% |
$6.77K - $7.43K
|
1.86K
$274K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-56- 0.19% |
$6.77K - $7.43K
|
28.7K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-59- 2.14% |
$7.13K - $7.83K
|
2.7K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-68- 2.96% |
$8.22K - $9.02K
|
2.23K
$329K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-77- 2.38% |
$9.31K - $10.2K
|
3.16K
$465K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-78- 0.45% |
$9.43K - $10.4K
|
17.3K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-131- 7.6% |
$15.8K - $17.4K
|
1.59K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-154Closed |
$18.6K - $20.4K
|
0
$0
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-155- 1.24% |
$18.7K - $20.6K
|
12.4K
$1.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-159- 54.64% |
$19.2K - $21.1K
|
132
$19.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-175- 2.91% |
$21.1K - $23.2K
|
5.84K
$861K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-192- 1.55% |
$23.2K - $25.5K
|
12.2K
$1.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-215- 1.34% |
$26K - $28.5K
|
15.9K
$2.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-244- 3.68% |
$29.5K - $32.4K
|
6.39K
$942K
|