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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$20K - $23.4K
|
200
$29.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
190+ 0.63% |
$19K - $22.2K
|
30.2K
$4.41M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
174+ 5.95% |
$17.4K - $20.3K
|
3.1K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
133+ 0.39% |
$13.3K - $15.5K
|
33.8K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
132+ 1.75% |
$13.2K - $15.4K
|
7.65K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
103+ 0.92% |
$10.3K - $12K
|
11.3K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
88+ 0.8% |
$8.8K - $10.3K
|
11.1K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88+ 1.1% |
$8.8K - $10.3K
|
8.05K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
76+ 3.35% |
$7.6K - $8.88K
|
2.34K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
71+ 13.25% |
$7.1K - $8.3K
|
607
$88.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66New |
$6.6K - $7.71K
|
66
$9.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
63New |
$6.3K - $7.36K
|
63
$9.21K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
57+ 0.8% |
$5.7K - $6.66K
|
7.18K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
40+ 1.72% |
$4K - $4.68K
|
2.37K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
34+ 0.54% |
$3.4K - $3.97K
|
6.3K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
28+ 0.7% |
$2.8K - $3.27K
|
4.01K
$587K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
27+ 0.81% |
$2.7K - $3.16K
|
3.35K
$490K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24+ 0.81% |
$2.4K - $2.81K
|
2.97K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19+ 0.51% |
$1.9K - $2.22K
|
3.75K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13+ 0.15% |
$1.3K - $1.52K
|
8.91K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12+ 0.18% |
$1.2K - $1.4K
|
6.61K
$966K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
11+ 0.4% |
$1.1K - $1.29K
|
2.75K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10+ 0.04% |
$1K - $1.17K
|
24.2K
$3.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 7.44% |
$900 - $1.05K
|
130
$19K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8+ 0.27% |
$800 - $935
|
2.97K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8+ 0.76% |
$800 - $935
|
1.06K
$155K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.38% |
$700 - $818
|
1.84K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7+ 0.06% |
$700 - $818
|
12K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.27% |
$600 - $701
|
2.26K
$330K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.45% |
$500 - $584
|
1.12K
$164K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$500 - $584
|
3.28K
$480K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.79% |
$400 - $468
|
508
$74.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$300 - $351
|
8.85K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
3New |
$300 - $351
|
3
$439
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 1.05% |
$300 - $351
|
290
$42.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.09% |
$200 - $234
|
2.33K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$200 - $234
|
2.63K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.05% |
$200 - $234
|
4.34K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.4% |
$100 - $117
|
254
$37.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 50.0% |
$100 - $117
|
3
$439
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.03% |
$100 - $117
|
3.87K
$565K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$100 - $117
|
114
$16.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 20.0% |
$100 - $117
|
4
$585
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.15% |
$500 - $584
|
428
$62.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5- 0.4% |
$500 - $584
|
1.23K
$180K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9- 0.28% |
$900 - $1.05K
|
3.23K
$473K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-25- 1.29% |
$2.5K - $2.92K
|
1.91K
$280K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-55- 1.75% |
$5.5K - $6.43K
|
3.08K
$450K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-65- 0.92% |
$6.5K - $7.6K
|
6.96K
$1.02M
|