Purchases and Sales Made in Q2 2023 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
59.7KNew |
$5.77M - $6.33M
|
59.7K
$8.06M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
51.7K+ 431.85% |
$4.99M - $5.48M
|
63.7K
$8.6M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.1KNew |
$3.39M - $3.73M
|
35.1K
$4.74M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.4K+ 681.74% |
$1.88M - $2.06M
|
22.3K
$3.01M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 2.77% |
$1.68M - $1.85M
|
647K
$87.4M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 19.13% |
$1.61M - $1.76M
|
104K
$14M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.5K+ 51.75% |
$1.5M - $1.65M
|
45.5K
$6.15M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.1K+ 40.81% |
$1.36M - $1.5M
|
48.7K
$6.58M
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
13KNew |
$1.26M - $1.38M
|
13K
$1.76M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.3K+ 1007.73% |
$1.1M - $1.2M
|
12.5K
$1.68M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 28.52% |
$1.03M - $1.13M
|
48.1K
$6.49M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.09K+ 48.53% |
$685K - $752K
|
21.7K
$2.93M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.53KNew |
$631K - $693K
|
6.53K
$883K
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.77KNew |
$557K - $612K
|
5.77K
$779K
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.92KNew |
$475K - $521K
|
4.92K
$664K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$466K - $512K
|
4.83K
$652K
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.7KNew |
$454K - $499K
|
4.7K
$635K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.37K+ 58.67% |
$422K - $463K
|
11.8K
$1.6M
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
3.98K+ 10.56% |
$385K - $422K
|
41.7K
$5.63M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.5K+ 279.47% |
$338K - $371K
|
4.75K
$642K
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.4K+ 7.25% |
$329K - $361K
|
50.3K
$6.8M
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.31KNew |
$320K - $351K
|
3.31K
$447K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.31K+ 9.11% |
$319K - $351K
|
39.6K
$5.35M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.93K+ 134.31% |
$283K - $310K
|
5.11K
$690K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.88K+ 18.64% |
$279K - $306K
|
18.4K
$2.48M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.86KNew |
$277K - $304K
|
2.86K
$387K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.65K+ 8.66% |
$256K - $281K
|
33.3K
$4.5M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.28KNew |
$220K - $242K
|
2.28K
$308K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.19KNew |
$212K - $233K
|
2.19K
$296K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2KNew |
$193K - $212K
|
2K
$269K
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.96KNew |
$190K - $208K
|
1.96K
$265K
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.93KNew |
$187K - $205K
|
1.93K
$261K
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.89KNew |
$183K - $201K
|
1.89K
$255K
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.89KNew |
$183K - $201K
|
1.89K
$255K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.75KNew |
$169K - $185K
|
1.75K
$236K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.73K+ 56.29% |
$167K - $183K
|
4.8K
$648K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.5K+ 3.59% |
$145K - $159K
|
43.2K
$5.83M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.47KNew |
$142K - $156K
|
1.47K
$199K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.33K+ 19.49% |
$128K - $141K
|
8.13K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$126K - $139K
|
1.31K
$177K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.29K+ 0.39% |
$125K - $137K
|
330K
$44.6M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.22KNew |
$117K - $129K
|
1.22K
$164K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.07K+ 31.66% |
$103K - $114K
|
4.45K
$602K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.02K+ 20.8% |
$98.8K - $108K
|
5.94K
$802K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
920+ 8.68% |
$88.9K - $97.6K
|
11.5K
$1.56M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
870New |
$84K - $92.3K
|
870
$118K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
867+ 9.14% |
$83.8K - $91.9K
|
10.4K
$1.4M
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
784+ 4.43% |
$75.7K - $83.1K
|
18.5K
$2.5M
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
735+ 33.42% |
$71K - $77.9K
|
2.93K
$396K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
496+ 16.53% |
$47.9K - $52.6K
|
3.5K
$472K
|