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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 11.97% |
$154K - $161K
|
12.1K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 19.74% |
$147K - $155K
|
7.51K
$1.01M
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.19K+ 67.56% |
$142K - $149K
|
2.95K
$399K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.11K+ 268.77% |
$132K - $139K
|
1.52K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.06K+ 0.47% |
$126K - $133K
|
226K
$30.5M
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
988+ 3.62% |
$118K - $124K
|
28.3K
$3.82M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
988+ 1.7% |
$118K - $124K
|
59.1K
$7.98M
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
958+ 100.0% |
$114K - $120K
|
1.92K
$259K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
946+ 426.13% |
$113K - $118K
|
1.17K
$158K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
926+ 34.85% |
$110K - $116K
|
3.58K
$484K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
852New |
$101K - $107K
|
852
$115K
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
829+ 3.56% |
$98.7K - $104K
|
24.1K
$3.26M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
828+ 3.11% |
$98.6K - $104K
|
27.5K
$3.71M
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
821+ 6.46% |
$97.8K - $103K
|
13.5K
$1.83M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
685+ 37.47% |
$81.6K - $85.7K
|
2.51K
$339K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
671New |
$79.9K - $83.9K
|
671
$90.6K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
591+ 4.56% |
$70.4K - $73.9K
|
13.6K
$1.83M
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
500+ 100.0% |
$59.6K - $62.5K
|
1K
$135K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
488+ 2.8% |
$58.1K - $61K
|
17.9K
$2.42M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
471+ 12.3% |
$56.1K - $58.9K
|
4.3K
$581K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
407+ 4.72% |
$48.5K - $50.9K
|
9.02K
$1.22M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
400+ 8.22% |
$47.6K - $50K
|
5.27K
$711K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
363+ 10.46% |
$43.2K - $45.4K
|
3.83K
$518K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
337+ 171.94% |
$40.1K - $42.1K
|
533
$72K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
314+ 0.78% |
$37.4K - $39.3K
|
40.5K
$5.47M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
302+ 539.29% |
$36K - $37.8K
|
358
$48.4K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
300+ 3.36% |
$35.7K - $37.5K
|
9.24K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
292+ 5.03% |
$34.8K - $36.5K
|
6.1K
$824K
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
261+ 0.65% |
$31.1K - $32.6K
|
40.2K
$5.43M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
254New |
$30.3K - $31.8K
|
254
$34.3K
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
199+ 2.68% |
$23.7K - $24.9K
|
7.63K
$1.03M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
181+ 1.82% |
$21.6K - $22.6K
|
10.1K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
173+ 5.11% |
$20.6K - $21.6K
|
3.56K
$481K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
157+ 0.56% |
$18.7K - $19.6K
|
28K
$3.78M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
152New |
$18.1K - $19K
|
152
$20.5K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
144+ 5.47% |
$17.2K - $18K
|
2.78K
$375K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
129+ 4.26% |
$15.4K - $16.1K
|
3.16K
$426K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
128New |
$15.2K - $16K
|
128
$17.3K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
119New |
$14.2K - $14.9K
|
119
$16.1K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
112+ 116.67% |
$13.3K - $14K
|
208
$28.1K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
102+ 4.15% |
$12.1K - $12.8K
|
2.56K
$346K
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
100+ 0.91% |
$11.9K - $12.5K
|
11K
$1.49M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100New |
$11.9K - $12.5K
|
100
$13.5K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
91+ 0.5% |
$10.8K - $11.4K
|
18.1K
$2.45M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
86+ 2.46% |
$10.2K - $10.8K
|
3.58K
$484K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85New |
$10.1K - $10.6K
|
85
$11.5K
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
81+ 2.76% |
$9.65K - $10.1K
|
3.01K
$407K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
79+ 1.62% |
$9.41K - $9.88K
|
4.95K
$668K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
73+ 0.43% |
$8.69K - $9.13K
|
16.9K
$2.28M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
71+ 0.96% |
$8.46K - $8.88K
|
7.45K
$1.01M
|