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 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
130+ 1.41% |
$13K - $14.3K
|
9.32K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
119+ 4.06% |
$11.9K - $13.1K
|
3.05K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
114+ 1.71% |
$11.4K - $12.5K
|
6.78K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
108+ 2.13% |
$10.8K - $11.9K
|
5.19K
$701K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$10K - $11K
|
100
$13.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$10K - $11K
|
100
$13.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
97+ 0.22% |
$9.73K - $10.6K
|
43.5K
$5.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
82New |
$8.23K - $9K
|
82
$11.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
81+ 3.94% |
$8.13K - $8.89K
|
2.14K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69+ 0.58% |
$6.92K - $7.57K
|
11.9K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
66New |
$6.62K - $7.24K
|
66
$8.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 0.77% |
$5.02K - $5.49K
|
6.57K
$887K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
46+ 176.92% |
$4.61K - $5.05K
|
72
$9.73K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
33New |
$3.31K - $3.62K
|
33
$4.46K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
30+ 2.16% |
$3.01K - $3.29K
|
1.42K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22+ 0.07% |
$2.21K - $2.41K
|
30.7K
$4.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
10+ 0.29% |
$1K - $1.1K
|
3.46K
$467K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
9+ 0.12% |
$903 - $988
|
7.7K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 4.82% |
$401 - $439
|
87
$11.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 0.07% |
$401 - $439
|
6.15K
$831K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.01% |
$502 - $549
|
43.6K
$5.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20- 24.1% |
$2.01K - $2.19K
|
63
$8.51K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-21- 17.36% |
$2.11K - $2.3K
|
100
$13.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25- 1.07% |
$2.51K - $2.74K
|
2.32K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-26- 0.16% |
$2.61K - $2.85K
|
16.2K
$2.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-31- 1.51% |
$3.11K - $3.4K
|
2.03K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-33- 0.5% |
$3.31K - $3.62K
|
6.57K
$888K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-41- 41.41% |
$4.11K - $4.5K
|
58
$7.83K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-48- 0.26% |
$4.81K - $5.27K
|
18.7K
$2.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-50- 6.82% |
$5.02K - $5.49K
|
683
$92.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-52- 1.87% |
$5.22K - $5.71K
|
2.74K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-63- 0.33% |
$6.32K - $6.91K
|
19K
$2.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.32% |
$6.52K - $7.13K
|
4.85K
$655K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-66- 37.29% |
$6.62K - $7.24K
|
111
$15K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75- 4.38% |
$7.52K - $8.23K
|
1.64K
$221K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-77- 0.72% |
$7.72K - $8.45K
|
10.6K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-81- 2.93% |
$8.13K - $8.89K
|
2.69K
$363K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-89- 0.48% |
$8.93K - $9.77K
|
18.4K
$2.49M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-91- 1.58% |
$9.13K - $9.99K
|
5.67K
$766K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 6.41% |
$10K - $11K
|
1.46K
$197K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-106- 1.19% |
$10.6K - $11.6K
|
8.78K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-121- 2.46% |
$12.1K - $13.3K
|
4.81K
$649K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-129- 0.92% |
$12.9K - $14.2K
|
13.9K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-147- 4.89% |
$14.7K - $16.1K
|
2.86K
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-179- 6.13% |
$18K - $19.6K
|
2.74K
$370K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-179- 2.37% |
$18K - $19.6K
|
7.38K
$997K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-190- 6.39% |
$19.1K - $20.9K
|
2.78K
$376K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-190- 8.3% |
$19.1K - $20.9K
|
2.1K
$283K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 4.64% |
$20.1K - $21.9K
|
4.11K
$555K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 26.92% |
$20.1K - $21.9K
|
543
$73.3K
|