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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
186New |
$18.7K - $20.4K
|
186
$26.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$10K - $11K
|
100
$14.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-300- 1.44% |
$30.1K - $32.9K
|
20.5K
$2.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 40.39% |
$155K - $169K
|
2.28K
$327K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$10K - $11K
|
100
$14.3K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
269+ 100.0% |
$26K - $28.5K
|
538
$77.1K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
390New |
$37.7K - $41.4K
|
390
$55.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$117K - $129K
|
1.22K
$174K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13+ 0.21% |
$1.26K - $1.38K
|
6.26K
$898K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.1KNew |
$3.39M - $3.73M
|
35.1K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
59.7KNew |
$5.77M - $6.33M
|
59.7K
$8.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2- 0.01% |
$193 - $212
|
18.2K
$2.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.07K- 21.37% |
$103K - $113K
|
3.93K
$564K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
170New |
$16.4K - $18K
|
170
$24.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.64% |
$96.6 - $106
|
62
$8.89K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5- 2.06% |
$483 - $530
|
238
$34.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.89KNew |
$183K - $201K
|
1.89K
$271K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8New |
$773 - $848
|
8
$1.15K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
57New |
$5.51K - $6.04K
|
57
$8.17K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-23- 0.96% |
$2.22K - $2.44K
|
2.38K
$341K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-605- 3.57% |
$58.4K - $64.2K
|
16.4K
$2.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-45- 2.05% |
$4.35K - $4.77K
|
2.15K
$308K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33Closed |
$3.14K - $3.44K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-262- 56.96% |
$25K - $27.3K
|
198
$28.4K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.01K+ 900.0% |
$96K - $105K
|
1.12K
$161K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.69KNew |
$256K - $280K
|
2.69K
$385K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.1KNew |
$295K - $323K
|
3.1K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
87New |
$8.29K - $9.07K
|
87
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8K- 45.49% |
$762K - $834K
|
9.59K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.4KNew |
$514K - $563K
|
5.4K
$774K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.2% |
$667 - $730
|
3.51K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.6KNew |
$343K - $375K
|
3.6K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.92K- 32.98% |
$278K - $304K
|
5.93K
$850K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
40New |
$3.81K - $4.17K
|
40
$5.73K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-9.79K- 42.71% |
$933K - $1.02M
|
13.1K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.98KNew |
$569K - $623K
|
5.98K
$857K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-83- 3.94% |
$7.91K - $8.65K
|
2.02K
$290K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 1.61% |
$3.33K - $3.65K
|
2.14K
$306K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
544New |
$51.8K - $56.7K
|
544
$78K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.21KNew |
$687K - $752K
|
7.21K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.85% |
$95.3 - $104
|
119
$17.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.08K- 32.99% |
$103K - $112K
|
2.19K
$314K
|
|
| Q4 2022 | |||||||
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
122New |
$10.4K - $12.3K
|
122
$17.5K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.64KNew |
$308K - $368K
|
3.64K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
174New |
$14.8K - $17.6K
|
174
$24.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 13.81% |
$8.49K - $10.1K
|
624
$89.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.2KNew |
$187K - $223K
|
2.2K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$145K - $173K
|
1.71K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-328- 8.77% |
$27.8K - $33.2K
|
3.41K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$17K - $20.2K
|
200
$28.7K
|
|