Latest Institutional Sells of Ishares Tr (IYJ)
This list provides information on the latest institutional transactions involving Ishares Tr (IYJ) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-150- 10.03% |
$14.3K - $17.2K
|
1.35K
$193K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-149- 3.1% |
$14.2K - $17.1K
|
4.66K
$668K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-110- 1.74% |
$10.5K - $12.6K
|
6.22K
$892K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-89- 80.18% |
$8.48K - $10.2K
|
22
$3.15K
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 2.15% |
$6.2K - $7.45K
|
2.95K
$423K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-36- 1.0% |
$3.43K - $4.13K
|
3.55K
$509K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6K- 27.78% |
$602K - $658K
|
15.6K
$2.24M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 40.39% |
$155K - $169K
|
2.28K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.15K- 4.48% |
$115K - $126K
|
24.5K
$3.51M
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-300- 1.44% |
$30.1K - $32.9K
|
20.5K
$2.94M
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 6.41% |
$10K - $11K
|
1.46K
$209K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-41- 41.41% |
$4.11K - $4.5K
|
58
$8.32K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.07K- 21.37% |
$103K - $113K
|
3.93K
$564K
|
|
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
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-23- 0.96% |
$2.22K - $2.44K
|
2.38K
$341K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5- 2.06% |
$483 - $530
|
238
$34.1K
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2- 0.01% |
$193 - $212
|
18.2K
$2.61M
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-9.79K- 42.71% |
$933K - $1.02M
|
13.1K
$1.88M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8K- 45.49% |
$762K - $834K
|
9.59K
$1.37M
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.92K- 32.98% |
$278K - $304K
|
5.93K
$850K
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.08K- 32.99% |
$103K - $112K
|
2.19K
$314K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-262- 56.96% |
$25K - $27.3K
|
198
$28.4K
|
|
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
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33Closed |
$3.14K - $3.44K
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-328- 8.77% |
$27.8K - $33.2K
|
3.41K
$489K
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-192- 73.28% |
$16.3K - $19.4K
|
70
$10K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 13.81% |
$8.49K - $10.1K
|
624
$89.5K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-28- 21.71% |
$2.38K - $2.83K
|
101
$14.5K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-701- 1.48% |
$58.7K - $71.9K
|
46.7K
$6.69M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60Closed |
$5.03K - $6.15K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-91.2KClosed |
$7.86M - $9.65M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-83.2KClosed |
$7.17M - $8.8M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-12.7KClosed |
$1.1M - $1.35M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-11.5KClosed |
$987K - $1.21M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.85K- 33.96% |
$590K - $724K
|
13.3K
$1.91M
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-5.94KClosed |
$512K - $629K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.54K- 66.18% |
$391K - $481K
|
2.32K
$333K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.82KClosed |
$329K - $404K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.56KClosed |
$221K - $271K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.2KClosed |
$190K - $233K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-2.13KClosed |
$183K - $225K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.04KClosed |
$175K - $216K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-2KClosed |
$173K - $212K
|
0
$0
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2KClosed |
$172K - $212K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.91KClosed |
$164K - $202K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-1.19K- 86.03% |
$102K - $126K
|
193
$27.7K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-770- 9.72% |
$66.3K - $81.5K
|
7.15K
$1.03M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-516Closed |
$44.5K - $54.6K
|
0
$0
|