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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155+ 1.25% |
$19.5K - $21.6K
|
12.5K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
154+ 9.33% |
$19.4K - $21.5K
|
1.81K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
137+ 1.12% |
$17.2K - $19.1K
|
12.4K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120+ 0.94% |
$15.1K - $16.8K
|
12.8K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
112+ 1.61% |
$14.1K - $15.6K
|
7.08K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
78+ 2.92% |
$9.81K - $10.9K
|
2.75K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75+ 1.39% |
$9.43K - $10.5K
|
5.46K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
74+ 26.52% |
$9.31K - $10.3K
|
353
$52K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
71+ 0.57% |
$8.93K - $9.91K
|
12.4K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50New |
$6.29K - $6.98K
|
50
$7.37K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40New |
$5.03K - $5.58K
|
40
$5.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34+ 0.31% |
$4.28K - $4.75K
|
11.1K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
30+ 0.27% |
$3.77K - $4.19K
|
11.3K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
27+ 0.44% |
$3.4K - $3.77K
|
6.23K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
26+ 0.22% |
$3.27K - $3.63K
|
12K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 0.31% |
$2.77K - $3.07K
|
7.24K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21+ 0.43% |
$2.64K - $2.93K
|
4.87K
$718K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
13+ 0.21% |
$1.64K - $1.81K
|
6.33K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12+ 0.39% |
$1.51K - $1.68K
|
3.1K
$456K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.26K - $1.4K
|
3.38K
$498K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10+ 0.33% |
$1.26K - $1.4K
|
3K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.25% |
$1.13K - $1.26K
|
3.56K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7+ 0.32% |
$880 - $977
|
2.22K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.02% |
$880 - $977
|
39.6K
$5.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 5.3% |
$880 - $977
|
139
$20.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.23% |
$880 - $977
|
3.03K
$446K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.12% |
$629 - $698
|
4.3K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
4+ 0.21% |
$503 - $558
|
1.92K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4+ 0.38% |
$503 - $558
|
1.07K
$157K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.3% |
$503 - $558
|
1.36K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.39% |
$252 - $279
|
513
$75.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$252 - $279
|
3.29K
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$252 - $279
|
2.26K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.05% |
$126 - $140
|
2.15K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.03% |
$126 - $140
|
3.56K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1+ 0.55% |
$126 - $140
|
182
$26.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1- -0.0% |
$126 - $140
|
23.9K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2- 0.07% |
$252 - $279
|
2.7K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5- 0.13% |
$629 - $698
|
3.76K
$554K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8- 0.13% |
$1.01K - $1.12K
|
6.39K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-11- 4.91% |
$1.38K - $1.54K
|
213
$31.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-16- 0.56% |
$2.01K - $2.23K
|
2.82K
$416K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-16- 0.66% |
$2.01K - $2.23K
|
2.4K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-19- 0.2% |
$2.39K - $2.65K
|
9.27K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-19- 1.02% |
$2.39K - $2.65K
|
1.84K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25- 0.56% |
$3.14K - $3.49K
|
4.44K
$655K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-39- 26.53% |
$4.91K - $5.44K
|
108
$15.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-40- 2.2% |
$5.03K - $5.58K
|
1.78K
$262K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 35.38% |
$5.79K - $6.42K
|
84
$12.4K
|