Purchases and Sales Made in Q4 2024 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
17.9KNew |
$2.47M - $2.67M
|
17.9K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.86K+ 3.66% |
$672K - $725K
|
138K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.36KNew |
$602K - $650K
|
4.36K
$638K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.95KNew |
$407K - $439K
|
2.95K
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.71K+ 12.9% |
$236K - $254K
|
14.9K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.47KNew |
$204K - $220K
|
1.47K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
912+ 60.8% |
$126K - $136K
|
2.41K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
450+ 19.19% |
$62.2K - $67.1K
|
2.8K
$409K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
205+ 6.84% |
$28.3K - $30.6K
|
3.2K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
145+ 1.17% |
$20K - $21.6K
|
12.6K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
125New |
$17.3K - $18.6K
|
125
$18.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
22+ 7.33% |
$3.04K - $3.28K
|
322
$47.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.38K - $1.49K
|
3.39K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.3% |
$1.24K - $1.34K
|
3.01K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$414 - $447
|
2.27K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$276 - $298
|
3.29K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-25- 0.52% |
$3.45K - $3.73K
|
4.74K
$693K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-29- 1.58% |
$4.01K - $4.32K
|
1.81K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-92- 4.39% |
$12.7K - $13.7K
|
2.01K
$293K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-104- 2.55% |
$14.4K - $15.5K
|
3.97K
$581K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-220- 3.16% |
$30.4K - $32.8K
|
6.75K
$986K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-315- 4.26% |
$43.5K - $47K
|
7.08K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-767- 2.19% |
$106K - $114K
|
34.2K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-800- 96.62% |
$111K - $119K
|
28
$4.1K
|