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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
904+ 6.67% |
$107K - $121K
|
14.5K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
875+ 14.95% |
$104K - $117K
|
6.73K
$909K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
835+ 9.19% |
$98.8K - $112K
|
9.92K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
827+ 231.01% |
$97.9K - $111K
|
1.19K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
813New |
$96.2K - $109K
|
813
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
809New |
$95.7K - $108K
|
809
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
788+ 7163.64% |
$93.2K - $105K
|
799
$108K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
610+ 0.91% |
$72.2K - $81.5K
|
67.3K
$9.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
600+ 8.78% |
$71K - $80.2K
|
7.43K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
595New |
$70.4K - $79.5K
|
595
$80.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
533+ 25.24% |
$63.1K - $71.2K
|
2.65K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
413New |
$48.9K - $55.2K
|
413
$55.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
319+ 1.65% |
$37.7K - $42.6K
|
19.6K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
200+ 11.11% |
$23.7K - $26.7K
|
2K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
181+ 57.83% |
$21.4K - $24.2K
|
494
$66.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
173+ 6.2% |
$20.5K - $23.1K
|
2.97K
$400K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
170+ 3.38% |
$20.1K - $22.7K
|
5.2K
$702K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
156+ 5.62% |
$18.5K - $20.9K
|
2.93K
$396K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
156+ 0.35% |
$18.5K - $20.9K
|
44.4K
$6M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
155New |
$18.3K - $20.7K
|
155
$20.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
133+ 0.79% |
$15.7K - $17.8K
|
17K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
127+ 2.08% |
$15K - $17K
|
6.23K
$841K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
110+ 20.99% |
$13K - $14.7K
|
634
$85.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
109+ 1.13% |
$12.9K - $14.6K
|
9.72K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
102+ 2.29% |
$12.1K - $13.6K
|
4.56K
$616K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 19.39% |
$11.2K - $12.7K
|
585
$79K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
91+ 0.71% |
$10.8K - $12.2K
|
12.9K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
89+ 164.81% |
$10.5K - $11.9K
|
143
$19.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
85New |
$10.1K - $11.4K
|
85
$11.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 3.95% |
$9.47K - $10.7K
|
2.11K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75+ 3.88% |
$8.87K - $10K
|
2.01K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62+ 476.92% |
$7.34K - $8.29K
|
75
$10.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60+ 0.5% |
$7.1K - $8.02K
|
12.1K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57+ 0.84% |
$6.74K - $7.62K
|
6.82K
$921K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
55New |
$6.51K - $7.35K
|
55
$7.43K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
55+ 183.33% |
$6.51K - $7.35K
|
85
$11.5K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
50New |
$5.92K - $6.68K
|
50
$6.75K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
43+ 0.31% |
$5.09K - $5.75K
|
13.7K
$1.85M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 2.38% |
$4.73K - $5.35K
|
1.72K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
37+ 0.15% |
$4.38K - $4.95K
|
24.2K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32+ 1.52% |
$3.79K - $4.28K
|
2.14K
$289K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30+ 1.56% |
$3.55K - $4.01K
|
1.95K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
27+ 0.23% |
$3.19K - $3.61K
|
11.9K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
22+ 3.22% |
$2.6K - $2.94K
|
705
$95.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
15+ 0.4% |
$1.77K - $2.01K
|
3.73K
$503K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
8+ 0.23% |
$947 - $1.07K
|
3.49K
$472K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
7+ 0.09% |
$828 - $936
|
8.08K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.08% |
$710 - $802
|
7.46K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.12% |
$592 - $668
|
4.3K
$581K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.22% |
$592 - $668
|
2.27K
$306K
|