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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-202- 2.37% |
$20.3K - $22.2K
|
8.33K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-266- 1.0% |
$26.7K - $29.2K
|
26.2K
$3.54M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-277- 28.59% |
$27.8K - $30.4K
|
692
$93.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-284- 5.12% |
$28.5K - $31.2K
|
5.26K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-288- 6.16% |
$28.9K - $31.6K
|
4.39K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-290- 2.77% |
$29.1K - $31.8K
|
10.2K
$1.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-292- 2.63% |
$29.3K - $32K
|
10.8K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-299- 4.27% |
$30K - $32.8K
|
6.7K
$904K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-300- 1.44% |
$30.1K - $32.9K
|
20.5K
$2.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-300- 49.1% |
$30.1K - $32.9K
|
311
$42K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-317- 11.46% |
$31.8K - $34.8K
|
2.45K
$331K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-475- 0.66% |
$47.6K - $52.1K
|
72K
$9.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-484- 7.78% |
$48.6K - $53.1K
|
5.74K
$775K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-500- 50.0% |
$50.2K - $54.9K
|
500
$67.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-505- 4.74% |
$50.7K - $55.4K
|
10.2K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-600- 21.24% |
$60.2K - $65.8K
|
2.23K
$301K
|
|
|
Oct 25, 2023
Q3 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-765- 19.55% |
$76.7K - $84K
|
3.15K
$425K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-798- 5.3% |
$80K - $87.6K
|
14.3K
$1.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-856- 3.26% |
$85.9K - $93.9K
|
25.4K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-857- 14.87% |
$86K - $94K
|
4.91K
$663K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1K- 23.04% |
$100K - $110K
|
3.34K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.01K- 16.95% |
$101K - $111K
|
4.93K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 8.87% |
$103K - $112K
|
10.5K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.15K- 4.48% |
$115K - $126K
|
24.5K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.18K- 1.18% |
$118K - $129K
|
98.8K
$13.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.29K- 34.85% |
$130K - $142K
|
2.42K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.39K- 8.63% |
$140K - $153K
|
14.7K
$1.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.5K- 3.47% |
$150K - $165K
|
41.7K
$5.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 40.39% |
$155K - $169K
|
2.28K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.72K- 35.93% |
$173K - $189K
|
3.07K
$415K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-1.99K- 4.76% |
$199K - $218K
|
39.7K
$5.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2K- 32.31% |
$201K - $220K
|
4.19K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.09K- 12.17% |
$209K - $229K
|
15.1K
$2.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2.14K- 47.54% |
$214K - $235K
|
2.36K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-2.2K- 36.27% |
$220K - $241K
|
3.86K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.4K- 50.47% |
$241K - $263K
|
2.35K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.69K- 21.99% |
$370K - $405K
|
13.1K
$1.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-3.78K- 20.49% |
$380K - $415K
|
14.7K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6K- 27.78% |
$602K - $658K
|
15.6K
$2.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.2K- 36.68% |
$622K - $680K
|
10.7K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.36K- 33.26% |
$637K - $697K
|
12.8K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.68K- 11.21% |
$670K - $733K
|
52.9K
$7.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.78K- 3.28% |
$780K - $853K
|
229K
$30.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.12K- 7.84% |
$815K - $891K
|
95.5K
$12.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-8.63K- 39.06% |
$865K - $947K
|
13.5K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.7K- 85.61% |
$1.07M - $1.17M
|
1.8K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.7K- 37.22% |
$1.48M - $1.62M
|
24.9K
$3.36M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-15.6K- 70.18% |
$1.57M - $1.71M
|
6.64K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-22.5K- 93.35% |
$2.26M - $2.47M
|
1.6K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27K- 81.06% |
$2.71M - $2.96M
|
6.31K
$852K
|