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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.53K- 2.98% |
$170K - $192K
|
49.8K
$7.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.78K- 27.91% |
$197K - $223K
|
4.58K
$645K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 37.24% |
$200K - $226K
|
3.03K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.91K- 6.58% |
$212K - $240K
|
27.1K
$3.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 5.81% |
$225K - $254K
|
32.8K
$4.62M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 18.13% |
$230K - $260K
|
9.35K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.71K- 20.99% |
$301K - $340K
|
10.2K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.81K- 1.96% |
$312K - $353K
|
140K
$19.7M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-3.2K- 10.5% |
$356K - $402K
|
27.3K
$3.84M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.53K- 27.41% |
$393K - $444K
|
9.35K
$1.32M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.7K- 1.55% |
$412K - $465K
|
234K
$33M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.84K- 5.21% |
$538K - $608K
|
88.1K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.2K- 48.68% |
$1.25M - $1.41M
|
11.8K
$1.67M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.6K- 9.58% |
$1.52M - $1.71M
|
129K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.6K- 26.03% |
$2.18M - $2.46M
|
55.7K
$7.84M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-22K- 93.07% |
$2.44M - $2.76M
|
1.64K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-22.4K- 62.85% |
$2.49M - $2.81M
|
13.2K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.3K- 27.76% |
$3.04M - $3.43M
|
71.1K
$10M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.5K- 7.37% |
$7.17M - $8.11M
|
811K
$114M
|