Purchases and Sales Made in Q3 2023 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.4KNew |
$3.68M - $3.97M
|
35.4K
$5.18M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
33.7KNew |
$3.5M - $3.78M
|
33.7K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.8K+ 51.65% |
$2.68M - $2.89M
|
75.8K
$11.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
24.3KNew |
$2.53M - $2.72M
|
24.3K
$3.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.1K+ 174.35% |
$2.5M - $2.7M
|
37.8K
$5.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.7K+ 5.29% |
$2.46M - $2.65M
|
471K
$68.9M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.8K+ 43.05% |
$2.37M - $2.56M
|
75.8K
$11.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.6KNew |
$1.31M - $1.42M
|
12.6K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.65K+ 2.56% |
$795K - $858K
|
307K
$44.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.25K+ 8.44% |
$754K - $813K
|
93.2K
$13.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.87K+ 335.84% |
$714K - $770K
|
8.91K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.69KNew |
$591K - $638K
|
5.69K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.15KNew |
$535K - $577K
|
5.15K
$753K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.92KNew |
$304K - $328K
|
2.92K
$427K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
2.73KNew |
$284K - $306K
|
2.73K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.66K+ 4.19% |
$277K - $298K
|
66.3K
$9.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.27KNew |
$236K - $254K
|
2.27K
$332K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.22KNew |
$231K - $249K
|
2.22K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.07KNew |
$215K - $232K
|
2.07K
$303K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.96KNew |
$204K - $220K
|
1.96K
$287K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.7K+ 22.83% |
$176K - $190K
|
9.12K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.59K+ 71.35% |
$165K - $178K
|
3.81K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.55K+ 7.12% |
$161K - $174K
|
23.3K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.39K+ 4.11% |
$144K - $155K
|
35.1K
$5.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.31K+ 148.02% |
$136K - $147K
|
2.2K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.27K+ 7.56% |
$132K - $143K
|
18.1K
$2.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.27K+ 42.22% |
$132K - $142K
|
4.28K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.27K+ 48.65% |
$131K - $142K
|
3.87K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.1K+ 47.83% |
$114K - $123K
|
3.4K
$497K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 56.17% |
$110K - $119K
|
2.95K
$431K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
936+ 33.44% |
$97.3K - $105K
|
3.74K
$546K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
860+ 13.47% |
$89.4K - $96.4K
|
7.24K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
771+ 5.18% |
$80.1K - $86.4K
|
15.6K
$2.29M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
708+ 4.43% |
$73.6K - $79.4K
|
16.7K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
677+ 7.52% |
$70.4K - $75.9K
|
9.68K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
550+ 292.55% |
$57.2K - $61.6K
|
738
$108K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
539+ 10.3% |
$56K - $60.4K
|
5.77K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
516New |
$53.6K - $57.8K
|
516
$75.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
512+ 1.4% |
$53.2K - $57.4K
|
37.1K
$5.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
493+ 0.41% |
$51.2K - $55.3K
|
120K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
472New |
$49.1K - $52.9K
|
472
$69K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$31.2K - $33.6K
|
300
$43.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
273+ 1.32% |
$28.4K - $30.6K
|
20.9K
$3.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
168+ 7.81% |
$17.5K - $18.8K
|
2.32K
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
158+ 2.94% |
$16.4K - $17.7K
|
5.53K
$809K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
136+ 90.67% |
$14.1K - $15.2K
|
286
$41.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
87+ 0.27% |
$9.04K - $9.75K
|
32.8K
$4.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
84+ 0.35% |
$8.73K - $9.41K
|
24.1K
$3.53M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
74+ 0.18% |
$7.69K - $8.29K
|
40.7K
$5.96M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
43+ 0.41% |
$4.47K - $4.82K
|
10.6K
$1.55M
|