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
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-85- 3.13% |
$9.45K - $10.7K
|
2.63K
$371K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-90- 27.69% |
$10K - $11.3K
|
235
$33.1K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-99- 0.25% |
$11K - $12.4K
|
40K
$5.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-124- 2.32% |
$13.8K - $15.6K
|
5.21K
$734K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-125- 32.98% |
$13.9K - $15.7K
|
254
$35.8K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-127- 5.71% |
$14.1K - $16K
|
2.1K
$295K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-132- 5.28% |
$14.7K - $16.6K
|
2.37K
$333K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-145- 9.35% |
$16.1K - $18.2K
|
1.41K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-149- 3.67% |
$16.6K - $18.7K
|
3.91K
$550K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-160- 50.0% |
$17.8K - $20.1K
|
160
$22.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-169- 1.85% |
$18.8K - $21.2K
|
8.96K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-170- 3.54% |
$18.9K - $21.4K
|
4.64K
$653K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-190- 19.13% |
$21.1K - $23.9K
|
803
$113K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-199- 1.37% |
$22.1K - $25K
|
14.3K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-215- 1.93% |
$23.9K - $27K
|
10.9K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-221- 5.68% |
$24.6K - $27.8K
|
3.67K
$516K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-222- 7.68% |
$24.7K - $27.9K
|
2.67K
$376K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-226- 8.42% |
$25.1K - $28.4K
|
2.46K
$346K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-234- 3.69% |
$26K - $29.4K
|
6.11K
$860K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-238- 1.72% |
$26.5K - $29.9K
|
13.6K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-257- 5.02% |
$28.6K - $32.3K
|
4.87K
$685K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-264- 0.94% |
$29.4K - $33.2K
|
27.9K
$3.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-270- 0.62% |
$30K - $33.9K
|
43.4K
$6.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-302- 3.11% |
$33.6K - $38K
|
9.42K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-316- 4.25% |
$35.1K - $39.7K
|
7.11K
$1M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-322- 43.81% |
$35.8K - $40.5K
|
413
$58.1K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-328- 13.41% |
$36.5K - $41.2K
|
2.12K
$298K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-392- 32.5% |
$43.6K - $49.3K
|
814
$115K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-392- 19.72% |
$43.6K - $49.3K
|
1.6K
$225K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-402- 0.77% |
$44.7K - $50.5K
|
51.8K
$7.29M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500- 18.32% |
$55.6K - $62.9K
|
2.23K
$314K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-512- 27.22% |
$56.9K - $64.4K
|
1.37K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-630- 5.97% |
$70.1K - $79.2K
|
9.92K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-640- 14.29% |
$71.2K - $80.5K
|
3.84K
$540K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-650- 9.29% |
$72.3K - $81.7K
|
6.35K
$894K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-654- 9.62% |
$72.7K - $82.2K
|
6.14K
$865K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-656- 6.24% |
$73K - $82.5K
|
9.86K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-657- 5.2% |
$73.1K - $82.6K
|
12K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-768- 5.42% |
$85.4K - $96.5K
|
13.4K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-801- 5.5% |
$89.1K - $101K
|
13.8K
$1.94M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-847- 0.34% |
$94.2K - $106K
|
250K
$35.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-984- 21.8% |
$109K - $124K
|
3.53K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.07K- 12.23% |
$119K - $134K
|
7.67K
$1.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.08K- 1.52% |
$120K - $135K
|
69.9K
$9.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.17K- 11.59% |
$130K - $147K
|
8.94K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.29K- 9.19% |
$144K - $162K
|
12.8K
$1.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.45K- 12.75% |
$161K - $182K
|
9.89K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.45K- 65.92% |
$161K - $182K
|
749
$105K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.45K- 29.1% |
$162K - $183K
|
3.54K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.49K- 2.91% |
$165K - $187K
|
49.5K
$6.97M
|