Purchases and Sales Made in Q1 2023 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
462+ 25.52% |
$44K - $48.2K
|
2.27K
$307K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
409+ 0.47% |
$39K - $42.6K
|
87K
$11.7M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
396+ 19.71% |
$37.7K - $41.3K
|
2.41K
$325K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
320+ 23.02% |
$30.5K - $33.4K
|
1.71K
$231K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
300+ 1.46% |
$28.6K - $31.3K
|
20.8K
$2.81M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
284+ 3.58% |
$27.1K - $29.6K
|
8.21K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
242+ 9.3% |
$23.1K - $25.2K
|
2.84K
$384K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
242+ 0.56% |
$23.1K - $25.2K
|
43.8K
$5.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
228+ 2.41% |
$21.7K - $23.8K
|
9.67K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
213+ 4.93% |
$20.3K - $22.2K
|
4.54K
$613K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 11.97% |
$19.1K - $20.9K
|
1.87K
$253K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
198+ 0.74% |
$18.9K - $20.6K
|
26.8K
$3.63M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
194+ 1.35% |
$18.5K - $20.2K
|
14.6K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
160+ 6.41% |
$15.2K - $16.7K
|
2.66K
$359K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157+ 0.05% |
$15K - $16.4K
|
299K
$40.3M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
126+ 11.19% |
$12K - $13.1K
|
1.25K
$169K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
87New |
$8.29K - $9.07K
|
87
$11.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
84+ 3.37% |
$8K - $8.76K
|
2.58K
$348K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
84+ 2.34% |
$8K - $8.76K
|
3.68K
$497K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
75+ 4.26% |
$7.14K - $7.82K
|
1.84K
$248K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
71+ 3.94% |
$6.76K - $7.4K
|
1.87K
$253K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
52+ 0.27% |
$4.95K - $5.42K
|
19.1K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
40New |
$3.81K - $4.17K
|
40
$5.4K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
26New |
$2.48K - $2.71K
|
26
$3.51K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
26+ 17.11% |
$2.48K - $2.71K
|
178
$24K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15+ 0.27% |
$1.43K - $1.56K
|
5.5K
$743K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13+ 0.23% |
$1.24K - $1.36K
|
5.76K
$779K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13+ 0.21% |
$1.24K - $1.36K
|
6.25K
$844K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12New |
$1.14K - $1.25K
|
12
$1.62K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
10+ 0.29% |
$953 - $1.04K
|
3.44K
$465K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.1% |
$762 - $834
|
7.65K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.2% |
$667 - $730
|
3.51K
$474K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.27% |
$572 - $626
|
2.23K
$301K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6+ 0.27% |
$572 - $626
|
2.23K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.13% |
$476 - $521
|
3.91K
$528K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5+ 0.17% |
$476 - $521
|
3.02K
$408K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.25% |
$381 - $417
|
1.6K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.24% |
$286 - $313
|
1.27K
$171K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
3+ 0.05% |
$286 - $313
|
6.09K
$823K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2+ 0.27% |
$191 - $209
|
732
$98.9K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
2+ 0.07% |
$191 - $209
|
2.68K
$363K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.04% |
$95.3 - $104
|
2.83K
$382K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.85% |
$95.3 - $104
|
119
$16.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.26% |
$95.3 - $104
|
393
$53.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$95.3 - $104
|
610
$82.4K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-20- 0.42% |
$1.91K - $2.09K
|
4.76K
$643K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-20- 0.4% |
$1.91K - $2.09K
|
4.95K
$668K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 3.89% |
$2.86K - $3.13K
|
742
$100K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-33Closed |
$3.14K - $3.44K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-35- 1.61% |
$3.33K - $3.65K
|
2.14K
$288K
|