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 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
422+ 2.88% |
$40.8K - $44.7K
|
15.1K
$2.03M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
390New |
$37.7K - $41.4K
|
390
$52.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
387+ 12.41% |
$37.4K - $41K
|
3.51K
$474K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
332+ 28.23% |
$32.1K - $35.2K
|
1.51K
$204K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
269+ 100.0% |
$26K - $28.5K
|
538
$72.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
200+ 3.12% |
$19.3K - $21.2K
|
6.61K
$892K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
170New |
$16.4K - $18K
|
170
$23K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
160+ 129.03% |
$15.5K - $17K
|
284
$38.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
139+ 5.94% |
$13.4K - $14.7K
|
2.48K
$335K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
136+ 18.11% |
$13.1K - $14.4K
|
887
$120K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
121New |
$11.7K - $12.8K
|
121
$16.3K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
116New |
$11.2K - $12.3K
|
116
$15.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 6.85% |
$9.66K - $10.6K
|
1.56K
$211K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 591.67% |
$6.86K - $7.53K
|
83
$11.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71+ 591.67% |
$6.86K - $7.53K
|
83
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
70+ 11.48% |
$6.76K - $7.42K
|
680
$91.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
70New |
$6.76K - $7.42K
|
70
$9.45K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
69+ 2.35% |
$6.67K - $7.32K
|
3.01K
$406K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
57New |
$5.51K - $6.04K
|
57
$7.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
51+ 0.27% |
$4.93K - $5.41K
|
19.2K
$2.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
38+ 0.62% |
$3.67K - $4.03K
|
6.15K
$831K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
23+ 0.14% |
$2.22K - $2.44K
|
16.9K
$2.28M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
20+ 1.46% |
$1.93K - $2.12K
|
1.39K
$187K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
15+ 0.4% |
$1.45K - $1.59K
|
3.8K
$514K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
14+ 0.24% |
$1.35K - $1.48K
|
5.77K
$779K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13+ 0.21% |
$1.26K - $1.38K
|
6.26K
$846K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.08% |
$1.26K - $1.38K
|
17.2K
$2.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
10+ 0.06% |
$966 - $1.06K
|
16.1K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
9+ 0.26% |
$869 - $954
|
3.45K
$466K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
8New |
$773 - $848
|
8
$1.08K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7+ 0.13% |
$676 - $742
|
5.51K
$744K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6+ 0.27% |
$580 - $636
|
2.24K
$302K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.27% |
$580 - $636
|
2.24K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.31% |
$483 - $530
|
1.6K
$217K
|
|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.13% |
$483 - $530
|
3.91K
$529K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$386 - $424
|
2.04K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.24% |
$290 - $318
|
1.27K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$96.6 - $106
|
691
$93.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 1.64% |
$96.6 - $106
|
62
$8.37K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$96.6 - $106
|
1.71K
$231K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$96.6 - $106
|
611
$82.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.59% |
$96.6 - $106
|
64
$8.64K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.03% |
$96.6 - $106
|
2.89K
$390K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.13% |
$96.6 - $106
|
743
$100K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.14% |
$96.6 - $106
|
733
$99K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$96.6 - $106
|
6.1K
$823K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.25% |
$96.6 - $106
|
394
$53.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1- 0.03% |
$96.6 - $106
|
3.02K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-2- 0.01% |
$193 - $212
|
18.2K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5- 2.06% |
$483 - $530
|
238
$32.1K
|