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 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30+ 0.79% |
$3.12K - $3.36K
|
3.83K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21+ 0.07% |
$2.18K - $2.35K
|
30K
$4.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.36% |
$416 - $448
|
1.12K
$163K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.02% |
$208 - $224
|
11.2K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 25.0% |
$104 - $112
|
5
$731
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.0% |
$104 - $112
|
23.2K
$3.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-3- 0.05% |
$312 - $336
|
6.59K
$964K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6- 0.48% |
$624 - $672
|
1.24K
$181K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11- 0.17% |
$1.14K - $1.23K
|
6.43K
$941K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12- 0.59% |
$1.25K - $1.34K
|
2.04K
$298K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18- 4.66% |
$1.87K - $2.02K
|
368
$53.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-27- 1.37% |
$2.81K - $3.03K
|
1.94K
$283K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-27- 14.21% |
$2.81K - $3.03K
|
163
$23.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-30- 0.49% |
$3.12K - $3.36K
|
6.1K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-43- 0.57% |
$4.47K - $4.82K
|
7.53K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-50- 0.33% |
$5.2K - $5.6K
|
15.1K
$2.21M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-70- 0.78% |
$7.27K - $7.85K
|
8.89K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-80- 24.02% |
$8.31K - $8.97K
|
253
$37K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-83- 1.84% |
$8.63K - $9.3K
|
4.43K
$648K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-88- 3.25% |
$9.14K - $9.86K
|
2.62K
$384K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-88- 2.73% |
$9.14K - $9.86K
|
3.13K
$458K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-93- 2.65% |
$9.66K - $10.4K
|
3.42K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-95- 1.11% |
$9.87K - $10.6K
|
8.46K
$1.24M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-100- 1.12% |
$10.4K - $11.2K
|
8.85K
$1.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 5.17% |
$10.4K - $11.2K
|
1.84K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-111- 1.2% |
$11.5K - $12.4K
|
9.14K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-135- 0.54% |
$14K - $15.1K
|
24.6K
$3.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 31.95% |
$20.8K - $22.4K
|
426
$62.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 2.17% |
$20.8K - $22.4K
|
9K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-216- 2.56% |
$22.4K - $24.2K
|
8.22K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-230- 2.05% |
$23.9K - $25.8K
|
11K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-237- 3.31% |
$24.6K - $26.6K
|
6.93K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-274- 1.15% |
$28.5K - $30.7K
|
23.6K
$3.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-307- 2.13% |
$31.9K - $34.4K
|
14.1K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-312- 36.79% |
$32.4K - $35K
|
536
$78.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-345- 1.59% |
$35.9K - $38.7K
|
21.4K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-406- 2.63% |
$42.2K - $45.5K
|
15K
$2.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-550- 13.11% |
$57.2K - $61.6K
|
3.65K
$533K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-572- 0.35% |
$59.4K - $64.1K
|
163K
$23.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-680- 31.19% |
$70.7K - $76.2K
|
1.5K
$219K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-745- 5.3% |
$77.4K - $83.5K
|
13.3K
$1.95M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-801- 9.96% |
$83.2K - $89.8K
|
7.25K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-805- 1.9% |
$83.7K - $90.2K
|
41.5K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-855- 99.77% |
$88.9K - $95.8K
|
2
$293
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-985- 13.69% |
$102K - $110K
|
6.21K
$908K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 12.32% |
$104K - $112K
|
7.12K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.25K- 34.66% |
$130K - $140K
|
2.36K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 36.59% |
$156K - $168K
|
2.6K
$380K
|