Purchases and Sales Made in Q4 2023 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
32.6K+ 18.16% |
$3.26M - $3.81M
|
212K
$31M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.1K+ 93.6% |
$2.7M - $3.16M
|
56K
$8.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3K+ 10.93% |
$1.33M - $1.56M
|
135K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12K+ 285.61% |
$1.2M - $1.4M
|
16.2K
$2.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 28.87% |
$1.09M - $1.28M
|
48.8K
$7.13M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.4K+ 2.26% |
$1.04M - $1.21M
|
470K
$68.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.7KNew |
$870K - $1.02M
|
8.7K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.21K+ 42.48% |
$821K - $960K
|
27.5K
$4.03M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.73KNew |
$773K - $904K
|
7.73K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.54K+ 2.45% |
$753K - $881K
|
315K
$46M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.1K+ 160.02% |
$609K - $712K
|
9.9K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.28KNew |
$528K - $617K
|
5.28K
$772K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.18KNew |
$418K - $489K
|
4.18K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.97K+ 61.73% |
$397K - $464K
|
10.4K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.4KNew |
$340K - $398K
|
3.4K
$498K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 82.22% |
$307K - $359K
|
6.81K
$995K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.05K+ 9.3% |
$305K - $357K
|
35.9K
$5.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.01KNew |
$301K - $352K
|
3.01K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.72K+ 11.72% |
$272K - $318K
|
25.9K
$3.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.34KNew |
$234K - $274K
|
2.34K
$343K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.33K+ 1.43% |
$232K - $272K
|
165K
$24.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.31K+ 2.23% |
$231K - $270K
|
106K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 1.8% |
$215K - $251K
|
122K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.11KNew |
$211K - $247K
|
2.11K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$210K - $245K
|
2.1K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.05KNew |
$205K - $240K
|
2.05K
$300K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.03KNew |
$203K - $237K
|
2.03K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$199K - $233K
|
1.99K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.87KNew |
$187K - $218K
|
1.87K
$273K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.8KNew |
$180K - $210K
|
1.8K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.69KNew |
$169K - $198K
|
1.69K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.63K+ 7.0% |
$163K - $191K
|
24.9K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 6.42% |
$158K - $185K
|
26.2K
$3.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.52KNew |
$152K - $177K
|
1.52K
$222K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.17K+ 59.56% |
$117K - $137K
|
3.13K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 20.09% |
$114K - $134K
|
6.83K
$999K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 7.07% |
$111K - $129K
|
16.8K
$2.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$100K - $117K
|
1K
$146K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
930New |
$93K - $109K
|
930
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
765+ 3.66% |
$76.5K - $89.4K
|
21.7K
$3.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
524+ 1.48% |
$52.4K - $61.2K
|
35.9K
$5.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
496+ 23.96% |
$49.6K - $58K
|
2.57K
$375K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
358+ 66.54% |
$35.8K - $41.8K
|
896
$131K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
257New |
$25.7K - $30K
|
257
$37.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
256New |
$25.6K - $29.9K
|
256
$37.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
238+ 2.46% |
$23.8K - $27.8K
|
9.91K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
220+ 10.81% |
$22K - $25.7K
|
2.26K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
205+ 1.64% |
$20.5K - $24K
|
12.7K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
204+ 1.22% |
$20.4K - $23.8K
|
16.9K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
200New |
$20K - $23.4K
|
200
$29.3K
|