Purchases and Sales Made in Q1 2024 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q1 2024. 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 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.28KNew |
$253K - $286K
|
2.28K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.25K+ 43.21% |
$250K - $282K
|
7.44K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.12KNew |
$236K - $267K
|
2.12K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.08K+ 159.19% |
$231K - $261K
|
3.39K
$477K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2KNew |
$222K - $251K
|
2K
$282K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.98KNew |
$220K - $249K
|
1.98K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.98K+ 107.34% |
$220K - $248K
|
3.82K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.96K+ 25.77% |
$218K - $246K
|
9.57K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 43.96% |
$213K - $241K
|
6.27K
$883K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$209K - $236K
|
1.88K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.87K+ 67.92% |
$208K - $235K
|
4.63K
$651K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
1.83KNew |
$203K - $230K
|
1.83K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.76KNew |
$195K - $221K
|
1.76K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.76K+ 5.73% |
$195K - $221K
|
32.4K
$4.56M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75K+ 2328.0% |
$194K - $219K
|
1.82K
$256K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.73KNew |
$193K - $218K
|
1.73K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.7KNew |
$189K - $214K
|
1.7K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.7KNew |
$189K - $214K
|
1.7K
$239K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.68KNew |
$187K - $211K
|
1.68K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 3.78% |
$186K - $210K
|
45.8K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.64KNew |
$183K - $206K
|
1.64K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 14.25% |
$180K - $203K
|
13K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$179K - $203K
|
1.61K
$227K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.43K+ 36.85% |
$159K - $180K
|
5.3K
$747K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.43K+ 15.37% |
$159K - $179K
|
10.7K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.34K+ 28.96% |
$149K - $168K
|
5.95K
$838K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.23K+ 19.54% |
$137K - $154K
|
7.51K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.2K+ 32.67% |
$133K - $151K
|
4.87K
$685K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.05K+ 6.41% |
$117K - $132K
|
17.4K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.04K+ 51.97% |
$116K - $131K
|
3.05K
$430K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
994New |
$111K - $125K
|
994
$140K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
958New |
$107K - $120K
|
958
$135K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
952+ 63.13% |
$106K - $120K
|
2.46K
$346K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
740+ 1.88% |
$82.3K - $93K
|
40.2K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
739+ 38.53% |
$82.2K - $92.9K
|
2.66K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
672+ 7.99% |
$74.7K - $84.5K
|
9.08K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
634New |
$70.5K - $79.7K
|
634
$89.2K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
611+ 13.74% |
$68K - $76.8K
|
5.06K
$712K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
539+ 36.25% |
$60K - $67.8K
|
2.03K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
505+ 9.52% |
$56.2K - $63.5K
|
5.81K
$818K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$55.6K - $62.9K
|
500
$70.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
444+ 2.71% |
$49.4K - $55.8K
|
16.8K
$2.36M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
405+ 0.92% |
$45K - $50.9K
|
44.3K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
387New |
$43K - $48.6K
|
387
$54.5K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
365+ 27.36% |
$40.6K - $45.9K
|
1.7K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
349+ 16.57% |
$38.8K - $43.9K
|
2.46K
$346K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
320+ 114.29% |
$35.6K - $40.2K
|
600
$84.5K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
313+ 1.19% |
$34.8K - $39.3K
|
26.6K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
300New |
$33.4K - $37.7K
|
300
$42.2K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
289+ 1.52% |
$32.1K - $36.3K
|
19.3K
$2.72M
|