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
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.71K- 20.99% |
$301K - $340K
|
10.2K
$1.25M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.81K- 1.96% |
$312K - $353K
|
140K
$17.3M
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-3.2K- 10.5% |
$356K - $402K
|
27.3K
$3.36M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.53K- 27.41% |
$393K - $444K
|
9.35K
$1.15M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.84K- 5.21% |
$538K - $608K
|
88.1K
$10.9M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.2K- 48.68% |
$1.25M - $1.41M
|
11.8K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.6K- 26.03% |
$2.18M - $2.46M
|
55.7K
$6.86M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-22K- 93.07% |
$2.44M - $2.76M
|
1.64K
$202K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-22.4K- 62.85% |
$2.49M - $2.81M
|
13.2K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.3K- 27.76% |
$3.04M - $3.43M
|
71.1K
$8.76M
|