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 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-975- 27.54% |
$92.9K - $102K
|
2.57K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-987- 14.65% |
$94K - $103K
|
5.75K
$769K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.01K- 90.0% |
$96K - $105K
|
112
$15K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1.02K- 11.99% |
$97.4K - $107K
|
7.5K
$1M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.08K- 32.99% |
$103K - $112K
|
2.19K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-1.15K- 9.04% |
$109K - $120K
|
11.6K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.18K- 10.92% |
$113K - $123K
|
9.63K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.2K- 31.09% |
$114K - $125K
|
2.66K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.23K- 3.43% |
$117K - $128K
|
34.6K
$4.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.27K- 35.9% |
$121K - $132K
|
2.27K
$303K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-1.59K- 11.56% |
$151K - $166K
|
12.2K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.69K- 20.84% |
$161K - $176K
|
6.41K
$857K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.83K- 5.6% |
$174K - $191K
|
30.8K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.95K- 20.76% |
$186K - $204K
|
7.45K
$997K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.3K- 24.73% |
$219K - $240K
|
7K
$937K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.39K- 12.33% |
$227K - $249K
|
17K
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.45K- 3.25% |
$233K - $255K
|
72.9K
$9.75M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.58K- 14.31% |
$246K - $269K
|
15.5K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.92K- 32.98% |
$278K - $304K
|
5.93K
$794K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.99K- 8.85% |
$380K - $416K
|
41.1K
$5.49M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.33K- 37.67% |
$412K - $451K
|
7.16K
$958K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.39K- 30.97% |
$418K - $457K
|
9.78K
$1.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.39K- 78.88% |
$418K - $458K
|
1.18K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.45K- 1.83% |
$424K - $464K
|
239K
$32M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.8K- 62.02% |
$457K - $500K
|
2.94K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.84K- 0.65% |
$461K - $504K
|
742K
$99.2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.99K- 12.36% |
$475K - $520K
|
35.4K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.76K- 33.7% |
$549K - $601K
|
11.3K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.59K- 37.15% |
$723K - $791K
|
12.8K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8K- 45.49% |
$762K - $834K
|
9.59K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8.49K- 98.39% |
$808K - $885K
|
139
$18.6K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-9.79K- 42.71% |
$933K - $1.02M
|
13.1K
$1.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.8K- 20.09% |
$1.03M - $1.13M
|
43.1K
$5.77M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-10.9K- 59.73% |
$1.04M - $1.13M
|
7.33K
$980K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.2K- 53.69% |
$1.26M - $1.38M
|
11.4K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.6K- 4.52% |
$1.48M - $1.62M
|
329K
$44M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.1K- 13.15% |
$1.63M - $1.79M
|
113K
$15.1M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.1K- 13.15% |
$1.63M - $1.79M
|
113K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22K- 8.58% |
$2.1M - $2.3M
|
235K
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-33.3K- 47.84% |
$3.17M - $3.47M
|
36.3K
$4.86M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.4K- 28.64% |
$3.28M - $3.59M
|
85.8K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.6K- 29.97% |
$3.58M - $3.92M
|
87.8K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-39.2K- 5.86% |
$3.73M - $4.09M
|
630K
$84.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-185K- 82.34% |
$17.6M - $19.3M
|
39.7K
$5.31M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-525K- 43.5% |
$50M - $54.7M
|
682K
$91.2M
|