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 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-47- 0.41% |
$5.91K - $6.56K
|
11.3K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-55- 0.35% |
$6.92K - $7.68K
|
15.8K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 3.81% |
$8.18K - $9.07K
|
1.64K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-66- 1.24% |
$8.3K - $9.21K
|
5.27K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-77- 0.32% |
$9.68K - $10.7K
|
23.6K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-86- 0.39% |
$10.8K - $12K
|
22.1K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-94- 1.03% |
$11.8K - $13.1K
|
9K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95- 0.22% |
$11.9K - $13.3K
|
42.8K
$6.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-100- 2.06% |
$12.6K - $14K
|
4.77K
$697K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-104- 2.49% |
$13.1K - $14.5K
|
4.08K
$596K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-105- 1.4% |
$13.2K - $14.7K
|
7.39K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-110- 1.72% |
$13.8K - $15.4K
|
6.28K
$919K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-119- 0.18% |
$15K - $16.6K
|
65.7K
$9.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-216- 23.2% |
$27.2K - $30.2K
|
715
$105K
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-221- 3.29% |
$27.8K - $30.8K
|
6.5K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-230- 2.95% |
$28.9K - $32.1K
|
7.58K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-238- 5.09% |
$29.9K - $33.2K
|
4.44K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-251- 3.25% |
$31.6K - $35K
|
7.48K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-301- 0.62% |
$37.9K - $42K
|
48.3K
$7.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-304- 1.25% |
$38.2K - $42.4K
|
24K
$3.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-312- 4.07% |
$39.2K - $43.6K
|
7.36K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-340- 1.41% |
$42.8K - $47.5K
|
23.8K
$3.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-379- 5.23% |
$47.7K - $52.9K
|
6.87K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-397- 5.39% |
$49.9K - $55.4K
|
6.97K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-400- 5.17% |
$50.3K - $55.8K
|
7.33K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-431- 7.38% |
$54.2K - $60.2K
|
5.41K
$791K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-599- 1.68% |
$75.3K - $83.6K
|
35K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-673- 1.28% |
$84.6K - $93.9K
|
51.9K
$7.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-719- 2.69% |
$90.4K - $100K
|
26K
$3.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-791- 3.82% |
$99.5K - $110K
|
19.9K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-812- 2.06% |
$102K - $113K
|
38.6K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-950- 1.74% |
$119K - $133K
|
53.7K
$7.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1K- 54.7% |
$126K - $140K
|
828
$121K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.14K- 35.25% |
$144K - $159K
|
2.1K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.16K- 2.57% |
$146K - $162K
|
44K
$6.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.35K- 26.07% |
$170K - $188K
|
3.83K
$559K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.66K- 25.09% |
$209K - $232K
|
4.97K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.97K- 21.9% |
$247K - $275K
|
7.01K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.47K- 7.96% |
$310K - $344K
|
28.5K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-2.49K- 7.34% |
$313K - $347K
|
31.4K
$4.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.55K- 2.13% |
$320K - $355K
|
117K
$17.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.89K- 31.63% |
$363K - $403K
|
6.25K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.61K- 93.0% |
$454K - $504K
|
272
$39.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.56K- 5.47% |
$700K - $776K
|
96.1K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.05K- 81.04% |
$1.14M - $1.26M
|
2.12K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11K- 62.73% |
$1.39M - $1.54M
|
6.55K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.6K- 70.54% |
$2.47M - $2.74M
|
8.19K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.3K- 91.24% |
$2.81M - $3.12M
|
2.15K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31K- 15.62% |
$3.9M - $4.33M
|
167K
$24.5M
|