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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.45% |
$138 - $149
|
223
$32.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.05% |
$138 - $149
|
2.15K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$138 - $149
|
2.82K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.46% |
$276 - $298
|
431
$63K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-5- 0.13% |
$691 - $746
|
3.82K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-7- 0.22% |
$967 - $1.04K
|
3.17K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-16- 9.82% |
$2.21K - $2.39K
|
147
$21.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-16- 0.29% |
$2.21K - $2.39K
|
5.45K
$796K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-20- 0.27% |
$2.76K - $2.98K
|
7.34K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-20- 0.83% |
$2.76K - $2.98K
|
2.38K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23- 0.3% |
$3.18K - $3.43K
|
7.56K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 0.11% |
$3.45K - $3.73K
|
23.6K
$3.46M
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-33- 0.93% |
$4.56K - $4.92K
|
3.52K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-39- 0.55% |
$5.39K - $5.82K
|
7.04K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-40- 0.57% |
$5.53K - $5.97K
|
7.03K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-80- 18.69% |
$11.1K - $11.9K
|
348
$50.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-85- 4.78% |
$11.7K - $12.7K
|
1.7K
$248K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-110- 0.5% |
$15.2K - $16.4K
|
21.9K
$3.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-111- 4.81% |
$15.3K - $16.6K
|
2.2K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-111- 0.47% |
$15.3K - $16.6K
|
23.6K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-111- 6.52% |
$15.3K - $16.6K
|
1.59K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-140- 6.37% |
$19.3K - $20.9K
|
2.06K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-144- 3.24% |
$19.9K - $21.5K
|
4.3K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-148- 69.48% |
$20.4K - $22.1K
|
65
$9.51K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-154- 8.53% |
$21.3K - $23K
|
1.65K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-155- 3.26% |
$21.4K - $23.1K
|
4.61K
$674K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-172- 1.39% |
$23.8K - $25.7K
|
12.2K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-182- 3.05% |
$25.1K - $27.1K
|
5.78K
$845K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 9.49% |
$27.6K - $29.8K
|
1.91K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-211- 6.88% |
$29.1K - $31.5K
|
2.85K
$417K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-220- 3.16% |
$30.4K - $32.8K
|
6.75K
$987K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-222- 4.56% |
$30.7K - $33.1K
|
4.65K
$680K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-255- 1.07% |
$35.2K - $38K
|
23.6K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-288- 2.55% |
$39.8K - $42.9K
|
11K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-315- 4.26% |
$43.5K - $47K
|
7.08K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-337- 0.21% |
$46.6K - $50.3K
|
161K
$23.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-485- 11.27% |
$67K - $72.3K
|
3.82K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 8.27% |
$69.1K - $74.6K
|
5.55K
$812K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-563- 1.31% |
$77.8K - $84K
|
42.3K
$6.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-693- 96.92% |
$95.7K - $103K
|
22
$3.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-728- 23.06% |
$101K - $109K
|
2.43K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-759- 4.31% |
$105K - $113K
|
16.9K
$2.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-767- 2.19% |
$106K - $114K
|
34.2K
$5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-770- 15.67% |
$106K - $115K
|
4.15K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-787- 24.62% |
$109K - $117K
|
2.41K
$352K
|