Purchases and Sales Made in Q3 2024 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
33.1K+ 1315.2% |
$3.91M - $4.42M
|
35.6K
$4.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.7KNew |
$3.16M - $3.56M
|
26.7K
$3.6M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
17.9KNew |
$2.12M - $2.4M
|
17.9K
$2.42M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.2KNew |
$1.92M - $2.17M
|
16.2K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.9K+ 16.41% |
$1.76M - $1.99M
|
106K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 30.38% |
$1.71M - $1.93M
|
62K
$8.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.4KNew |
$1.7M - $1.93M
|
14.4K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.68KNew |
$1.15M - $1.29M
|
9.68K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.16K+ 6.43% |
$1.08M - $1.22M
|
152K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.05K+ 112.43% |
$1.07M - $1.21M
|
17.1K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.26KNew |
$978K - $1.1M
|
8.26K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.19K+ 14.62% |
$968K - $1.09M
|
64.2K
$8.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.89K+ 20.61% |
$816K - $922K
|
40.3K
$5.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.8K+ 3.95% |
$804K - $909K
|
179K
$24.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.78K+ 1.55% |
$802K - $906K
|
445K
$60.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.66K+ 10.79% |
$788K - $891K
|
68.4K
$9.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.13K+ 324.87% |
$725K - $819K
|
8.01K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.33KNew |
$631K - $712K
|
5.33K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.11K+ 234.17% |
$487K - $550K
|
5.87K
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.36K+ 91.64% |
$397K - $448K
|
7.02K
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.35KNew |
$396K - $448K
|
3.35K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.32K+ 560.64% |
$393K - $444K
|
3.91K
$528K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.21KNew |
$380K - $429K
|
3.21K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.83K+ 79.6% |
$335K - $379K
|
6.39K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.7KNew |
$319K - $361K
|
2.7K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.67K+ 669.6% |
$315K - $356K
|
3.06K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.35KNew |
$278K - $314K
|
2.35K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.14K+ 15.84% |
$254K - $287K
|
15.7K
$2.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.1KNew |
$248K - $281K
|
2.1K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.1KNew |
$248K - $280K
|
2.1K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$246K - $278K
|
2.08K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.01K+ 0.84% |
$237K - $268K
|
240K
$32.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2KNew |
$237K - $267K
|
2K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86KNew |
$220K - $248K
|
1.86K
$251K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.68KNew |
$199K - $225K
|
1.68K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.65KNew |
$195K - $220K
|
1.65K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.64KNew |
$194K - $220K
|
1.64K
$222K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.64KNew |
$194K - $219K
|
1.64K
$222K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.62KNew |
$191K - $216K
|
1.62K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.6KNew |
$189K - $214K
|
1.6K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.58KNew |
$186K - $211K
|
1.58K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.57KNew |
$186K - $210K
|
1.57K
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.53KNew |
$182K - $205K
|
1.53K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.5KNew |
$178K - $201K
|
1.5K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.46K+ 80.96% |
$173K - $196K
|
3.27K
$442K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.44K+ 12.81% |
$170K - $192K
|
12.6K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 12.32% |
$164K - $185K
|
12.6K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 22.7% |
$163K - $184K
|
7.43K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.17K+ 53.35% |
$138K - $156K
|
3.36K
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
995+ 3.52% |
$118K - $133K
|
29.3K
$3.96M
|