Purchases and Sales Made in Q3 2024 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24KNew |
$3.02M - $3.36M
|
24K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.4KNew |
$2.82M - $3.13M
|
22.4K
$3.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
22.4KNew |
$2.82M - $3.13M
|
22.4K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.2KNew |
$2.04M - $2.26M
|
16.2K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.2K+ 10.81% |
$1.53M - $1.7M
|
125K
$18.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
12.1KNew |
$1.52M - $1.69M
|
12.1K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
10.7KNew |
$1.35M - $1.5M
|
10.7K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.6K+ 663.59% |
$1.33M - $1.48M
|
12.2K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 2.19% |
$1.26M - $1.4M
|
469K
$68.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.1KNew |
$1.14M - $1.27M
|
9.1K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
8.94K+ 7.22% |
$1.12M - $1.25M
|
133K
$19.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.25K+ 2.21% |
$912K - $1.01M
|
336K
$49.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.07KNew |
$889K - $987K
|
7.07K
$1.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.9K+ 80.59% |
$742K - $824K
|
13.2K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.54KNew |
$697K - $774K
|
5.54K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.76KNew |
$599K - $665K
|
4.76K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.07K+ 199.66% |
$512K - $568K
|
6.1K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.01KNew |
$504K - $560K
|
4.01K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.66KNew |
$460K - $511K
|
3.66K
$535K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.07KNew |
$385K - $428K
|
3.07K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$366K - $406K
|
2.91K
$426K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.8KNew |
$352K - $390K
|
2.8K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.76KNew |
$347K - $386K
|
2.76K
$404K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.25KNew |
$283K - $314K
|
2.25K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.22K+ 1.39% |
$279K - $309K
|
162K
$23.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.09KNew |
$262K - $291K
|
2.09K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.91KNew |
$240K - $266K
|
1.91K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.7KNew |
$214K - $238K
|
1.7K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.61K+ 1.26% |
$202K - $224K
|
129K
$18.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.55KNew |
$195K - $216K
|
1.55K
$227K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.5KNew |
$189K - $209K
|
1.5K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.5KNew |
$189K - $209K
|
1.5K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.49K+ 7.22% |
$187K - $207K
|
22K
$3.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45KNew |
$182K - $202K
|
1.45K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.45KNew |
$182K - $202K
|
1.45K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
926+ 20.53% |
$116K - $129K
|
5.44K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
920+ 2.43% |
$116K - $128K
|
38.8K
$5.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
912+ 43.78% |
$115K - $127K
|
3K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
772+ 18.63% |
$97.1K - $108K
|
4.92K
$719K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
702+ 13.35% |
$88.3K - $98K
|
5.96K
$872K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
468+ 2.95% |
$58.9K - $65.3K
|
16.3K
$2.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
433New |
$54.5K - $60.4K
|
433
$63.3K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
397+ 1.7% |
$49.9K - $55.4K
|
23.7K
$3.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
394+ 3.77% |
$49.6K - $55K
|
10.9K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
379+ 7.21% |
$47.7K - $52.9K
|
5.63K
$824K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
366+ 2.12% |
$46K - $51.1K
|
17.6K
$2.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
298+ 1.46% |
$37.5K - $41.6K
|
20.8K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
222New |
$27.9K - $31K
|
222
$32.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
199New |
$25K - $27.8K
|
199
$29.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155+ 1.25% |
$19.5K - $21.6K
|
12.5K
$1.83M
|