Latest Institutional Transactions on Ishares Tr (IYJ)
This table provides information on the latest institutional transactions involving Ishares Tr (IYJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.89KNew |
$183K - $201K
|
1.89K
$226K
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-94- 1.26% |
$9.08K - $9.97K
|
7.39K
$882K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8New |
$773 - $848
|
8
$954
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2KNew |
$193K - $212K
|
2K
$238K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
57New |
$5.51K - $6.04K
|
57
$6.8K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
70New |
$6.76K - $7.42K
|
70
$8.35K
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-23- 0.96% |
$2.22K - $2.44K
|
2.38K
$284K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 70.0% |
$6.76K - $7.42K
|
30
$3.58K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
160+ 129.03% |
$15.5K - $17K
|
284
$33.9K
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-605- 3.57% |
$58.4K - $64.2K
|
16.4K
$1.95M
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-45- 2.05% |
$4.35K - $4.77K
|
2.15K
$256K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.59% |
$96.6 - $106
|
64
$7.63K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-185K- 82.34% |
$17.6M - $19.3M
|
39.7K
$4.74M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-262- 56.96% |
$25K - $27.3K
|
198
$23.6K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.01K+ 900.0% |
$96K - $105K
|
1.12K
$134K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.69KNew |
$256K - $280K
|
2.69K
$320K
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.1KNew |
$295K - $323K
|
3.1K
$370K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.4KNew |
$514K - $563K
|
5.4K
$644K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8K- 45.49% |
$762K - $834K
|
9.59K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.2% |
$667 - $730
|
3.51K
$418K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
87New |
$8.29K - $9.07K
|
87
$10.4K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4KNew |
$1.08M - $1.19M
|
11.4K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.93KNew |
$279K - $306K
|
2.93K
$350K
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
40New |
$3.81K - $4.17K
|
40
$4.77K
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.6KNew |
$343K - $375K
|
3.6K
$429K
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.92K- 32.98% |
$278K - $304K
|
5.93K
$707K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-9.79K- 42.71% |
$933K - $1.02M
|
13.1K
$1.57M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-83- 3.94% |
$7.91K - $8.65K
|
2.02K
$241K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.98KNew |
$569K - $623K
|
5.98K
$713K
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 1.61% |
$3.33K - $3.65K
|
2.14K
$255K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-975- 27.54% |
$92.9K - $102K
|
2.57K
$306K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.21KNew |
$687K - $752K
|
7.21K
$860K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
544New |
$51.8K - $56.7K
|
544
$64.9K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.85% |
$95.3 - $104
|
119
$14.2K
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.08K- 32.99% |
$103K - $112K
|
2.19K
$261K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
576New |
$54.9K - $60.1K
|
576
$68.7K
|
|
Q4 2022 | |||||||
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
122New |
$11K - $12.3K
|
122
$14.5K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.64KNew |
$328K - $368K
|
3.64K
$434K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 13.81% |
$9.04K - $10.1K
|
624
$74.4K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
174New |
$15.7K - $17.6K
|
174
$20.8K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$18.1K - $20.2K
|
200
$23.9K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-328- 8.77% |
$29.6K - $33.2K
|
3.41K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$155K - $173K
|
1.71K
$204K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.2KNew |
$199K - $223K
|
2.2K
$262K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
531New |
$48K - $53.7K
|
531
$63.3K
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-192- 73.28% |
$17.3K - $19.4K
|
70
$8.35K
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2.35KNew |
$213K - $238K
|
2.35K
$281K
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.23KNew |
$202K - $226K
|
2.23K
$266K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
206New |
$18.6K - $20.8K
|
206
$24.6K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-231- 12.91% |
$20.9K - $23.4K
|
1.56K
$186K
|