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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-6- 0.01% |
$580 - $636
|
43.4K
$5.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-8- 0.17% |
$773 - $848
|
4.75K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 0.09% |
$966 - $1.06K
|
10.7K
$1.44M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-10- 0.39% |
$966 - $1.06K
|
2.57K
$346K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-13- 0.63% |
$1.26K - $1.38K
|
2.06K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-22- 0.44% |
$2.13K - $2.33K
|
4.93K
$665K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-23- 0.96% |
$2.22K - $2.44K
|
2.38K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39- 0.59% |
$3.77K - $4.14K
|
6.52K
$880K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-45- 2.05% |
$4.35K - $4.77K
|
2.15K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.14% |
$4.83K - $5.3K
|
4.35K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-55- 1.93% |
$5.31K - $5.83K
|
2.79K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 2.54% |
$5.89K - $6.47K
|
2.34K
$317K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-62- 2.31% |
$5.99K - $6.57K
|
2.62K
$354K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 70.0% |
$6.76K - $7.42K
|
30
$4.05K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 3.79% |
$6.86K - $7.53K
|
1.8K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 3.79% |
$6.86K - $7.53K
|
1.8K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-94- 1.26% |
$9.08K - $9.97K
|
7.39K
$999K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-94- 2.46% |
$9.08K - $9.97K
|
3.72K
$503K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-105- 5.72% |
$10.1K - $11.1K
|
1.73K
$234K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-116- 4.02% |
$11.2K - $12.3K
|
2.77K
$374K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-138- 62.44% |
$13.3K - $14.6K
|
83
$11.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-140- 2.93% |
$13.5K - $14.8K
|
4.64K
$627K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-147- 0.48% |
$14.2K - $15.6K
|
30.7K
$4.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-148- 0.9% |
$14.3K - $15.7K
|
16.3K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-160- 5.02% |
$15.5K - $17K
|
3.03K
$409K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-164- 2.29% |
$15.8K - $17.4K
|
7K
$945K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-169- 16.52% |
$16.3K - $17.9K
|
854
$115K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-169- 4.5% |
$16.3K - $17.9K
|
3.58K
$484K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-176- 15.37% |
$17K - $18.7K
|
969
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-184- 45.1% |
$17.8K - $19.5K
|
224
$30.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 4.44% |
$19.3K - $21.2K
|
4.31K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 2.86% |
$19.3K - $21.2K
|
6.8K
$918K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-207- 9.14% |
$20K - $22K
|
2.06K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-243- 2.23% |
$23.5K - $25.8K
|
10.6K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-254- 0.58% |
$24.5K - $26.9K
|
43.6K
$5.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-261- 2.94% |
$25.2K - $27.7K
|
8.61K
$1.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-267- 1.86% |
$25.8K - $28.3K
|
14.1K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-272- 4.51% |
$26.3K - $28.8K
|
5.76K
$778K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-272- 5.71% |
$26.3K - $28.8K
|
4.5K
$607K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-293- 3.83% |
$28.3K - $31.1K
|
7.36K
$994K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-297- 5.25% |
$28.7K - $31.5K
|
5.36K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-338- 1.26% |
$32.7K - $35.8K
|
26.5K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-342- 1.76% |
$33K - $36.3K
|
19.1K
$2.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-354- 5.98% |
$34.2K - $37.5K
|
5.57K
$752K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-360- 13.6% |
$34.8K - $38.2K
|
2.29K
$309K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-389- 0.53% |
$37.6K - $41.2K
|
72.5K
$9.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-407- 12.99% |
$39.3K - $43.2K
|
2.73K
$368K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-437- 13.03% |
$42.2K - $46.3K
|
2.92K
$394K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-475- 4.11% |
$45.9K - $50.4K
|
11.1K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-520- 6.33% |
$50.2K - $55.1K
|
7.69K
$1.04M
|