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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-35- 0.27% |
$3.33K - $3.65K
|
12.8K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-40- 1.05% |
$3.81K - $4.17K
|
3.75K
$502K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-41- 1.07% |
$3.91K - $4.27K
|
3.79K
$507K
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-42- 1.88% |
$4K - $4.38K
|
2.19K
$294K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-63- 2.14% |
$6K - $6.57K
|
2.88K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65- 0.98% |
$6.19K - $6.78K
|
6.56K
$877K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-75- 86.21% |
$7.14K - $7.82K
|
12
$1.61K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-76- 1.27% |
$7.24K - $7.92K
|
5.92K
$793K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-77- 0.39% |
$7.34K - $8.03K
|
19.4K
$2.6M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-80Closed |
$7.62K - $8.34K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-83- 3.94% |
$7.91K - $8.65K
|
2.02K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-93- 18.56% |
$8.86K - $9.7K
|
408
$54.6K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-102- 1.58% |
$9.72K - $10.6K
|
6.33K
$847K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-102- 1.58% |
$9.72K - $10.6K
|
6.33K
$847K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-145- 0.89% |
$13.8K - $15.1K
|
16.1K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-146- 17.46% |
$13.9K - $15.2K
|
690
$92.3K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158- 2.55% |
$15.1K - $16.5K
|
6.03K
$807K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-175- 1.58% |
$16.7K - $18.2K
|
10.9K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-177- 4.43% |
$16.9K - $18.5K
|
3.82K
$511K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-177- 6.27% |
$16.9K - $18.5K
|
2.65K
$354K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-197- 66.55% |
$18.8K - $20.5K
|
99
$13.2K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-199- 45.02% |
$19K - $20.7K
|
243
$32.5K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-199- 4.23% |
$19K - $20.7K
|
4.51K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-200- 1.85% |
$19.1K - $20.9K
|
10.6K
$1.42M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-230- 4.97% |
$21.9K - $24K
|
4.4K
$588K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-262- 56.96% |
$25K - $27.3K
|
198
$26.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-266- 30.37% |
$25.3K - $27.7K
|
610
$81.6K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-271- 5.37% |
$25.8K - $28.3K
|
4.78K
$640K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-288- 2.59% |
$27.4K - $30K
|
10.8K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-295- 0.85% |
$28.1K - $30.8K
|
34.4K
$4.6M
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-325- 50.0% |
$31K - $33.9K
|
325
$43.5K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-326- 19.24% |
$31.1K - $34K
|
1.37K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-349- 5.4% |
$33.2K - $36.4K
|
6.12K
$818K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-349- 6.82% |
$33.2K - $36.4K
|
4.77K
$638K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-360- 2.45% |
$34.3K - $37.5K
|
14.3K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-417- 11.97% |
$39.7K - $43.5K
|
3.07K
$410K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-418- 1.93% |
$39.8K - $43.6K
|
21.3K
$2.85M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-436- 7.29% |
$41.5K - $45.5K
|
5.55K
$742K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-460- 16.42% |
$43.8K - $48K
|
2.34K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-479- 8.74% |
$45.6K - $49.9K
|
5K
$669K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-490- 0.74% |
$46.7K - $51.1K
|
65.5K
$8.76M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-500- 10.4% |
$47.6K - $52.1K
|
4.31K
$577K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-525- 6.49% |
$50K - $54.7K
|
7.56K
$1.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-539- 70.92% |
$51.3K - $56.2K
|
221
$29.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-554- 5.88% |
$52.8K - $57.8K
|
8.87K
$1.19M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-590- 9.14% |
$56.2K - $61.5K
|
5.87K
$785K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-692- 4.51% |
$65.9K - $72.1K
|
14.6K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-763- 4.08% |
$72.7K - $79.6K
|
17.9K
$2.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-840- 1.9% |
$80K - $87.6K
|
43.4K
$5.81M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-923- 45.05% |
$87.9K - $96.2K
|
1.13K
$151K
|