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
|
Glassman Wealth Services
|
SELL
|
- |
-76- 27.54% |
$7.6K - $8.88K
|
200
$29.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-114- 39.86% |
$11.4K - $13.3K
|
172
$25.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116- 0.49% |
$11.6K - $13.6K
|
23.5K
$3.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-145- 1.59% |
$14.5K - $16.9K
|
8.98K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-148- 2.43% |
$14.8K - $17.3K
|
5.95K
$870K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-156- 36.62% |
$15.6K - $18.2K
|
270
$39.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-168- 7.25% |
$16.8K - $19.6K
|
2.15K
$314K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-195- 8.26% |
$19.5K - $22.8K
|
2.17K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-225- 2.66% |
$22.5K - $26.3K
|
8.23K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-227- 4.35% |
$22.7K - $26.5K
|
5K
$731K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-238- 1.88% |
$23.8K - $27.8K
|
12.4K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-265- 3.82% |
$26.5K - $31K
|
6.66K
$975K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-275- 1.82% |
$27.5K - $32.1K
|
14.8K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-294- 0.72% |
$29.4K - $34.4K
|
40.5K
$5.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-349- 1.93% |
$34.9K - $40.8K
|
17.8K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-393- 0.42% |
$39.3K - $45.9K
|
92.8K
$13.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-422- 2.99% |
$42.2K - $49.3K
|
13.7K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-434- 5.76% |
$43.4K - $50.7K
|
7.1K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-460- 5.59% |
$46K - $53.8K
|
7.76K
$1.14M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-544- 1.47% |
$54.4K - $63.6K
|
36.6K
$5.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-556- 18.87% |
$55.6K - $65K
|
2.39K
$350K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-558- 2.61% |
$55.8K - $65.2K
|
20.8K
$3.04M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-615- 3.62% |
$61.5K - $71.9K
|
16.4K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-665- 1.9% |
$66.5K - $77.7K
|
34.4K
$5.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-738- 17.25% |
$73.8K - $86.3K
|
3.54K
$518K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-880- 12.15% |
$88K - $103K
|
6.37K
$931K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-930- 16.81% |
$93K - $109K
|
4.6K
$673K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.05K- 28.81% |
$105K - $123K
|
2.6K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 32.35% |
$110K - $129K
|
2.3K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.18K- 2.84% |
$118K - $138K
|
40.4K
$5.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.24K- 13.54% |
$124K - $145K
|
7.91K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.34K- 21.63% |
$134K - $157K
|
4.87K
$712K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.39K- 24.14% |
$139K - $163K
|
4.38K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.72K- 0.37% |
$172K - $201K
|
470K
$68.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.87K- 21.01% |
$187K - $219K
|
7.04K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.24K- 21.13% |
$224K - $262K
|
8.36K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.27K- 3.43% |
$227K - $266K
|
64K
$9.36M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.62K- 20.93% |
$262K - $306K
|
9.9K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.79K- 43.53% |
$579K - $677K
|
7.51K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.85K- 49.38% |
$685K - $801K
|
7.02K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.63K- 57.43% |
$862K - $1.01M
|
6.4K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.1K- 14.17% |
$1.1M - $1.29M
|
67K
$9.79M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-15.8K- 12.75% |
$1.58M - $1.85M
|
108K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-16.9K- 29.91% |
$1.68M - $1.97M
|
39.5K
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.8K- 30.09% |
$2.28M - $2.67M
|
53K
$7.75M
|