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 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
283+ 7.26% |
$31.5K - $35.6K
|
4.18K
$559K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
280+ 125.0% |
$31.1K - $35.2K
|
504
$67.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
276New |
$30.7K - $34.7K
|
276
$36.9K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
264+ 12.41% |
$29.4K - $33.2K
|
2.39K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260+ 4.04% |
$28.9K - $32.7K
|
6.69K
$896K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
240+ 2.28% |
$26.7K - $30.2K
|
10.8K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
210+ 4.44% |
$23.4K - $26.4K
|
4.94K
$660K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
195+ 7.13% |
$21.7K - $24.5K
|
2.93K
$392K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
181New |
$20.1K - $22.8K
|
181
$24.2K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
165+ 4.5% |
$18.4K - $20.7K
|
3.83K
$512K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
140+ 2.25% |
$15.6K - $17.6K
|
6.36K
$851K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$11.1K - $12.6K
|
100
$13.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
96New |
$10.7K - $12.1K
|
96
$12.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70+ 2.64% |
$7.79K - $8.8K
|
2.72K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
70New |
$7.79K - $8.8K
|
70
$9.37K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53+ 1766.67% |
$5.9K - $6.66K
|
56
$7.49K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
50+ 1.28% |
$5.56K - $6.29K
|
3.96K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
38+ 0.2% |
$4.23K - $4.78K
|
19.3K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 38.55% |
$3.56K - $4.02K
|
115
$15.4K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29+ 0.47% |
$3.23K - $3.65K
|
6.15K
$823K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9+ 0.12% |
$1K - $1.13K
|
7.44K
$996K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.2% |
$779 - $880
|
3.48K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.08% |
$667 - $754
|
7.38K
$987K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.23% |
$556 - $629
|
2.21K
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.13% |
$556 - $629
|
3.93K
$525K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
5+ 0.22% |
$556 - $629
|
2.25K
$302K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.23% |
$445 - $503
|
1.76K
$236K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4+ 0.18% |
$445 - $503
|
2.26K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3+ 0.16% |
$334 - $377
|
1.88K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.08% |
$222 - $251
|
2.65K
$355K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.11% |
$222 - $251
|
1.8K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.19% |
$222 - $251
|
1.03K
$138K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.16% |
$111 - $126
|
637
$85.2K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$111 - $126
|
694
$92.9K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.15% |
$111 - $126
|
667
$89.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.25% |
$111 - $126
|
398
$53.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- 0.04% |
$111 - $126
|
2.55K
$341K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-5- 0.22% |
$556 - $629
|
2.28K
$305K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 1.73% |
$1K - $1.13K
|
510
$68.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 1.84% |
$1.11K - $1.26K
|
534
$71.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-14- 5.93% |
$1.56K - $1.76K
|
222
$29.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-20- 12.5% |
$2.22K - $2.51K
|
140
$18.7K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-47- 0.48% |
$5.23K - $5.91K
|
9.67K
$1.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-50- 2.74% |
$5.56K - $6.29K
|
1.78K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.79% |
$5.56K - $6.29K
|
2.74K
$367K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-52- 14.77% |
$5.78K - $6.54K
|
300
$40.1K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-66- 2.09% |
$7.34K - $8.3K
|
3.1K
$414K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-69- 1.59% |
$7.67K - $8.67K
|
4.28K
$573K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-80- 2.89% |
$8.9K - $10.1K
|
2.69K
$360K
|