Purchases and Sales Made in Q3 2023 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
389KNew |
$39M - $42.7M
|
389K
$52.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
175K+ 3622.16% |
$17.5M - $19.2M
|
180K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
73.3K+ 117.19% |
$7.35M - $8.04M
|
136K
$18.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.4K+ 38.02% |
$3.75M - $4.11M
|
136K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
37.4KNew |
$3.75M - $4.1M
|
37.4K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
33.2K+ 66.03% |
$3.33M - $3.65M
|
83.6K
$11.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
28K+ 3.97% |
$2.81M - $3.07M
|
733K
$99M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28K+ 13.2% |
$2.81M - $3.07M
|
240K
$32.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
24.6K+ 38.6% |
$2.47M - $2.7M
|
88.3K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 42.78% |
$1.77M - $1.93M
|
58.8K
$7.95M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.1K+ 230.93% |
$1.51M - $1.66M
|
21.6K
$2.92M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.87KNew |
$789K - $863K
|
7.87K
$1.06M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.79KNew |
$781K - $854K
|
7.79K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.81K+ 2.07% |
$683K - $748K
|
337K
$45.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.62K+ 13.59% |
$664K - $726K
|
55.3K
$7.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.71KNew |
$573K - $627K
|
5.71K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.4K+ 244.41% |
$542K - $592K
|
7.61K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.25K+ 97.87% |
$527K - $576K
|
10.6K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.83K+ 1.49% |
$384K - $420K
|
261K
$35.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.4K+ 7.08% |
$341K - $374K
|
51.5K
$6.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.34KNew |
$335K - $366K
|
3.34K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.23K+ 4.98% |
$324K - $354K
|
68.1K
$9.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$321K - $351K
|
3.2K
$432K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.96K+ 8.74% |
$297K - $325K
|
36.8K
$4.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.7KNew |
$271K - $296K
|
2.7K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$257K - $281K
|
2.56K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.51KNew |
$251K - $275K
|
2.51K
$339K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 253.89% |
$226K - $247K
|
3.14K
$424K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.61K+ 7.41% |
$161K - $176K
|
23.3K
$3.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.57K+ 19.26% |
$157K - $172K
|
9.69K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 3.79% |
$145K - $159K
|
39.6K
$5.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 13.11% |
$113K - $124K
|
9.73K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
880+ 15.98% |
$88.3K - $96.6K
|
6.39K
$863K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
807+ 118.68% |
$81K - $88.6K
|
1.49K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
691+ 15.51% |
$69.3K - $75.8K
|
5.15K
$695K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
628+ 16.73% |
$63K - $68.9K
|
4.38K
$592K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
515+ 2.81% |
$51.7K - $56.5K
|
18.9K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
422+ 24.39% |
$42.3K - $46.3K
|
2.15K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
326+ 9.32% |
$32.7K - $35.8K
|
3.82K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
270+ 96.43% |
$27.1K - $29.6K
|
550
$74.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
252+ 141.57% |
$25.3K - $27.7K
|
430
$58.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
200+ 2.94% |
$20.1K - $21.9K
|
7K
$945K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
186New |
$18.7K - $20.4K
|
186
$25.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
180New |
$18.1K - $19.8K
|
180
$24.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
171+ 6.67% |
$17.2K - $18.8K
|
2.74K
$370K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
160New |
$16K - $17.6K
|
160
$21.6K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
159+ 0.46% |
$15.9K - $17.4K
|
34.7K
$4.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
146+ 3.92% |
$14.6K - $16K
|
3.87K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
140+ 1.24% |
$14K - $15.4K
|
11.5K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
136+ 2.93% |
$13.6K - $14.9K
|
4.78K
$645K
|