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
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-559- 0.85% |
$54K - $59.3K
|
64.9K
$8.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-561- 5.94% |
$54.2K - $59.5K
|
8.89K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-600- 22.56% |
$58K - $63.6K
|
2.06K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-605- 3.57% |
$58.4K - $64.2K
|
16.4K
$2.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-670- 10.78% |
$64.7K - $71K
|
5.55K
$749K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-703- 19.12% |
$67.9K - $74.5K
|
2.97K
$402K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-826- 18.21% |
$79.8K - $87.6K
|
3.71K
$501K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-869- 15.67% |
$83.9K - $92.1K
|
4.68K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-886- 2.5% |
$85.6K - $94K
|
34.5K
$4.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-952- 8.33% |
$92K - $101K
|
10.5K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-953- 81.73% |
$92.1K - $101K
|
213
$28.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.07K- 21.37% |
$103K - $113K
|
3.93K
$531K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.1K- 11.4% |
$106K - $116K
|
8.54K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.16K- 6.44% |
$112K - $122K
|
16.8K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.28K- 17.04% |
$123K - $136K
|
6.22K
$840K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.31K- 57.7% |
$127K - $139K
|
961
$130K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.38K- 5.89% |
$134K - $147K
|
22.1K
$2.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.39K- 6.98% |
$134K - $147K
|
18.5K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.5K- 11.67% |
$145K - $159K
|
11.3K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 15.17% |
$159K - $174K
|
9.19K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.93K- 0.81% |
$186K - $204K
|
237K
$32M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 33.67% |
$188K - $206K
|
3.82K
$516K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.17K- 10.18% |
$209K - $230K
|
19.1K
$2.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.71K- 49.46% |
$262K - $287K
|
2.77K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.83K- 49.23% |
$273K - $300K
|
2.92K
$394K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-3.48K- 35.95% |
$336K - $369K
|
6.19K
$837K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.67K- 62.4% |
$354K - $389K
|
2.21K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.65K- 41.11% |
$450K - $494K
|
6.67K
$901K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.99K- 11.56% |
$482K - $529K
|
38.2K
$5.15M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.02K- 61.6% |
$582K - $639K
|
3.75K
$507K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-6.11K- 50.23% |
$590K - $648K
|
6.05K
$817K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.26K- 55.22% |
$605K - $664K
|
5.08K
$686K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.88K- 6.44% |
$665K - $730K
|
99.9K
$13.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.19K- 17.52% |
$695K - $763K
|
33.9K
$4.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.2K- 29.9% |
$695K - $763K
|
16.9K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.2K- 33.68% |
$1.18M - $1.3M
|
24.1K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.8K- 9.74% |
$2.21M - $2.42M
|
212K
$28.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.3K- 32.19% |
$2.73M - $3M
|
59.6K
$8.05M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-34.2K- 99.4% |
$3.3M - $3.63M
|
205
$27.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.5K- 4.93% |
$3.53M - $3.87M
|
705K
$95.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.3K- 59.97% |
$3.8M - $4.17M
|
26.2K
$3.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 13.71% |
$3.95M - $4.34M
|
258K
$34.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.6K- 51.95% |
$4.3M - $4.72M
|
41.2K
$5.57M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.7K- 44.77% |
$4.9M - $5.37M
|
62.5K
$8.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.7K- 44.77% |
$4.9M - $5.37M
|
62.5K
$8.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-682K- 99.97% |
$65.9M - $72.3M
|
177
$23.9K
|