Purchases and Sales Made in Q2 2024 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
85.3K+ 60.88% |
$10.2M - $10.7M
|
225K
$30.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.5K+ 7.96% |
$7.68M - $8.06M
|
875K
$118M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.5K+ 7.96% |
$7.68M - $8.06M
|
875K
$118M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64K+ 25.55% |
$7.62M - $8M
|
314K
$42.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
40.5K+ 39.79% |
$4.83M - $5.07M
|
142K
$19.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
34.3KNew |
$4.09M - $4.29M
|
34.3K
$4.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28.8K+ 80.07% |
$3.43M - $3.6M
|
64.8K
$8.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
26.1KNew |
$3.1M - $3.26M
|
26.1K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 30.5% |
$2.7M - $2.83M
|
96.9K
$13.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.9K+ 32.81% |
$2.13M - $2.24M
|
72.4K
$9.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 350.12% |
$2.13M - $2.24M
|
23K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
16.1K+ 6.32% |
$1.92M - $2.02M
|
271K
$36.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
15.5KNew |
$1.85M - $1.94M
|
15.5K
$2.1M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
11.2KNew |
$1.33M - $1.4M
|
11.2K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.4KNew |
$1.24M - $1.3M
|
10.4K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.2K+ 2.38% |
$1.21M - $1.27M
|
438K
$59.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.87K+ 16.98% |
$1.06M - $1.11M
|
61.1K
$8.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.74K+ 16.45% |
$1.04M - $1.09M
|
61.9K
$8.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.4K+ 5.13% |
$1M - $1.05M
|
172K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.23K+ 341.95% |
$742K - $779K
|
8.05K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.09K+ 29.43% |
$725K - $762K
|
26.8K
$3.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.54K+ 16.87% |
$659K - $692K
|
38.3K
$5.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.82KNew |
$574K - $603K
|
4.82K
$651K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.71K+ 88.74% |
$560K - $588K
|
10K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.22K+ 8.15% |
$502K - $528K
|
56K
$7.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4K+ 71.35% |
$477K - $501K
|
9.61K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.7K+ 1.58% |
$441K - $463K
|
238K
$32.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.5KNew |
$417K - $437K
|
3.5K
$472K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.2KNew |
$381K - $400K
|
3.2K
$432K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.15KNew |
$375K - $393K
|
3.15K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.91K+ 136.82% |
$346K - $363K
|
5.03K
$679K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.81K+ 3.19% |
$334K - $351K
|
90.9K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.43K+ 5.84% |
$290K - $304K
|
44.1K
$5.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.39K+ 11.53% |
$284K - $298K
|
23.1K
$3.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.36K+ 5.15% |
$281K - $295K
|
48.2K
$6.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.28K+ 7.05% |
$272K - $285K
|
34.6K
$4.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.19KNew |
$261K - $274K
|
2.19K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.19KNew |
$261K - $274K
|
2.19K
$296K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.14K+ 46.15% |
$254K - $267K
|
6.76K
$914K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.07K+ 22.15% |
$247K - $259K
|
11.4K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 4.43% |
$240K - $252K
|
47.6K
$6.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.92KNew |
$229K - $241K
|
1.92K
$260K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.78K+ 35.11% |
$212K - $222K
|
6.83K
$923K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.69K+ 14.16% |
$202K - $212K
|
13.7K
$1.84M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$201K - $211K
|
1.68K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.68KNew |
$200K - $210K
|
1.68K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.44K+ 15.02% |
$171K - $180K
|
11K
$1.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.33K+ 20.28% |
$158K - $166K
|
7.89K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.32KNew |
$157K - $165K
|
1.32K
$178K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.3K+ 17.29% |
$155K - $162K
|
8.81K
$1.19M
|