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 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.13% |
$592 - $668
|
3.94K
$527K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5+ 0.22% |
$592 - $668
|
2.27K
$303K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
5+ 0.21% |
$592 - $668
|
2.38K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.12% |
$592 - $668
|
4.3K
$576K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.14% |
$473 - $535
|
2.96K
$396K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4+ 0.23% |
$473 - $535
|
1.74K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.19% |
$473 - $535
|
2.06K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.24% |
$473 - $535
|
1.68K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.14% |
$355 - $401
|
2.1K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.1% |
$237 - $267
|
1.97K
$264K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.3% |
$237 - $267
|
673
$90K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.08% |
$237 - $267
|
2.65K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.3% |
$237 - $267
|
670
$89.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $134
|
3.79K
$508K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.16% |
$118 - $134
|
640
$85.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$118 - $134
|
1
$134
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$118 - $134
|
1.64K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.16% |
$118 - $134
|
626
$83.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.02% |
$118 - $134
|
5.33K
$713K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$118 - $134
|
4.94K
$661K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$355 - $401
|
2.09K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-4- 0.13% |
$473 - $535
|
3.01K
$402K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-4- 0.06% |
$473 - $535
|
6.37K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-5- 0.36% |
$592 - $668
|
1.37K
$184K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5- 0.15% |
$592 - $668
|
3.41K
$456K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-17- 0.54% |
$2.01K - $2.27K
|
3.12K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-20- 25.0% |
$2.37K - $2.67K
|
60
$8.03K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-21- 0.23% |
$2.48K - $2.81K
|
9.15K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 1.36% |
$2.96K - $3.34K
|
1.82K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36- 0.62% |
$4.26K - $4.81K
|
5.77K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40- 0.1% |
$4.73K - $5.35K
|
40.1K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-45- 0.36% |
$5.32K - $6.02K
|
12.4K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-45- 35.16% |
$5.32K - $6.02K
|
83
$11.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47- 0.08% |
$5.56K - $6.28K
|
55.9K
$7.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-55- 2.19% |
$6.51K - $7.35K
|
2.45K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-57- 0.29% |
$6.74K - $7.62K
|
19.3K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-58- 1.06% |
$6.86K - $7.75K
|
5.42K
$725K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-59- 1.39% |
$6.98K - $7.89K
|
4.19K
$561K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-75- 0.6% |
$8.87K - $10K
|
12.5K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-87- 3.45% |
$10.3K - $11.6K
|
2.43K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-110- 17.35% |
$13K - $14.7K
|
524
$70.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-120- 4.37% |
$14.2K - $16K
|
2.62K
$351K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-123- 0.31% |
$14.6K - $16.4K
|
40.1K
$5.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-129- 5.38% |
$15.3K - $17.2K
|
2.27K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-140- 3.26% |
$16.6K - $18.7K
|
4.16K
$557K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-145- 1.5% |
$17.2K - $19.4K
|
9.5K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-175- 6.03% |
$20.7K - $23.4K
|
2.73K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-208- 34.67% |
$24.6K - $27.8K
|
392
$52.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-224- 2.31% |
$26.5K - $29.9K
|
9.48K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-225- 9.61% |
$26.6K - $30.1K
|
2.12K
$283K
|