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
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-72- 2.78% |
$8.58K - $9K
|
2.52K
$340K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 44.44% |
$9.53K - $10K
|
100
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-87- 0.65% |
$10.4K - $10.9K
|
13.3K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-92- 1.48% |
$11K - $11.5K
|
6.13K
$828K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-100Closed |
$11.9K - $12.5K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-100- 1.68% |
$11.9K - $12.5K
|
5.85K
$791K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-102- 88.7% |
$12.1K - $12.8K
|
13
$1.76K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-105- 2.75% |
$12.5K - $13.1K
|
3.71K
$501K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-106- 0.32% |
$12.6K - $13.3K
|
33.4K
$4.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-110- 17.35% |
$13.1K - $13.8K
|
524
$70.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-116- 2.97% |
$13.8K - $14.5K
|
3.79K
$512K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-122- 5.47% |
$14.5K - $15.3K
|
2.11K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-123- 3.48% |
$14.6K - $15.4K
|
3.42K
$461K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-125- 12.82% |
$14.9K - $15.6K
|
850
$115K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-135- 2.44% |
$16.1K - $16.9K
|
5.41K
$730K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-174- 1.36% |
$20.7K - $21.8K
|
12.6K
$1.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-187- 8.2% |
$22.3K - $23.4K
|
2.09K
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-196- 6.33% |
$23.3K - $24.5K
|
2.9K
$392K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-202- 8.96% |
$24.1K - $25.3K
|
2.05K
$277K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-222- 1.63% |
$26.4K - $27.8K
|
13.4K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-247- 2.5% |
$29.4K - $30.9K
|
9.64K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-250- 41.67% |
$29.8K - $31.3K
|
350
$47.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-287- 6.26% |
$34.2K - $35.9K
|
4.3K
$580K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-322- 18.95% |
$38.4K - $40.3K
|
1.38K
$186K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-328- 6.13% |
$39.1K - $41K
|
5.03K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-331- 2.86% |
$39.4K - $41.4K
|
11.2K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-333- 5.42% |
$39.7K - $41.6K
|
5.81K
$785K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-340- 16.21% |
$40.5K - $42.5K
|
1.76K
$237K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-376- 2.84% |
$44.8K - $47K
|
12.8K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-522- 21.26% |
$62.2K - $65.3K
|
1.93K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-635- 8.28% |
$75.6K - $79.4K
|
7.03K
$950K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-650- 28.56% |
$77.4K - $81.3K
|
1.63K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-660- 17.19% |
$78.6K - $82.5K
|
3.18K
$429K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-685- 6.95% |
$81.6K - $85.7K
|
9.17K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-817- 13.29% |
$97.3K - $102K
|
5.33K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-900- 23.08% |
$107K - $113K
|
3K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-932- 26.4% |
$111K - $117K
|
2.6K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-966- 62.0% |
$115K - $121K
|
592
$80K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.1K- 32.35% |
$131K - $138K
|
2.3K
$311K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.1K- 1.58% |
$131K - $138K
|
68.8K
$9.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.26K- 20.44% |
$151K - $158K
|
4.92K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.33K- 9.66% |
$158K - $166K
|
12.4K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.38K- 18.6% |
$165K - $173K
|
6.06K
$818K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.65K- 2.96% |
$196K - $206K
|
54K
$7.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.85K- 42.6% |
$221K - $232K
|
2.5K
$337K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.98K- 2.87% |
$235K - $247K
|
66.8K
$9.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.23K- 33.25% |
$265K - $278K
|
4.47K
$603K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.5K- 5.01% |
$297K - $312K
|
47.3K
$6.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.59K- 4.51% |
$309K - $324K
|
54.9K
$7.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.94K- 41.84% |
$470K - $493K
|
5.48K
$740K
|