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 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-234- 40.63% |
$27.7K - $31.3K
|
342
$45.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-250- 54.35% |
$29.6K - $33.4K
|
210
$28.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-272- 8.65% |
$32.2K - $36.4K
|
2.87K
$384K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-278- 10.7% |
$32.9K - $37.2K
|
2.32K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-334- 2.51% |
$39.5K - $44.6K
|
13K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-340- 6.87% |
$40.2K - $45.4K
|
4.61K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-353- 7.51% |
$41.8K - $47.2K
|
4.35K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-372- 7.07% |
$44K - $49.7K
|
4.89K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-400- 16.67% |
$47.3K - $53.5K
|
2K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-448- 4.06% |
$53K - $59.9K
|
10.6K
$1.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-450- 90.0% |
$53.2K - $60.2K
|
50
$6.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-490- 18.85% |
$58K - $65.5K
|
2.11K
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-500- 50.0% |
$59.2K - $66.8K
|
500
$66.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-502- 11.24% |
$59.4K - $67.1K
|
3.97K
$531K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-517- 6.78% |
$61.2K - $69.1K
|
7.11K
$952K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-615- 1.3% |
$72.8K - $82.2K
|
46.7K
$6.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-721- 11.8% |
$85.3K - $96.4K
|
5.39K
$721K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-753- 6.84% |
$89.1K - $101K
|
10.3K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-902- 9.76% |
$107K - $121K
|
8.34K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-956- 3.48% |
$113K - $128K
|
26.5K
$3.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.02K- 5.64% |
$121K - $137K
|
17.1K
$2.29M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.18K- 14.9% |
$139K - $157K
|
6.71K
$898K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.43K- 11.65% |
$169K - $191K
|
10.8K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.44K- 3.88% |
$170K - $192K
|
35.5K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 19.79% |
$176K - $199K
|
6.02K
$806K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.49K- 2.23% |
$176K - $199K
|
65.4K
$8.75M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.51K- 12.66% |
$179K - $202K
|
10.4K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.59K- 0.59% |
$188K - $213K
|
270K
$36.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.61K- 22.86% |
$190K - $215K
|
5.43K
$726K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.7K- 47.39% |
$201K - $227K
|
1.89K
$252K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.82K- 4.74% |
$215K - $243K
|
36.5K
$4.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 13.96% |
$221K - $250K
|
11.5K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.06K- 20.11% |
$244K - $276K
|
8.2K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.11K- 3.06% |
$249K - $281K
|
66.7K
$8.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.63K- 25.98% |
$311K - $351K
|
7.48K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.04K- 32.57% |
$359K - $406K
|
6.29K
$842K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.04K- 9.17% |
$478K - $540K
|
40K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.32K- 5.49% |
$629K - $711K
|
91.6K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.9K- 2.19% |
$816K - $922K
|
307K
$41.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.93K- 14.38% |
$820K - $926K
|
41.3K
$5.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.09K- 70.85% |
$839K - $948K
|
2.92K
$390K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-9.73K- 54.29% |
$1.15M - $1.3M
|
8.2K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.93K- 25.99% |
$1.17M - $1.33M
|
28.3K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 47.25% |
$1.5M - $1.69M
|
14.1K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.1K- 37.81% |
$1.55M - $1.75M
|
21.5K
$2.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.9K- 29.0% |
$1.88M - $2.13M
|
39K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.1K- 27.34% |
$1.91M - $2.16M
|
42.9K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.5K- 1.88% |
$1.95M - $2.2M
|
859K
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 74.17% |
$2.02M - $2.28M
|
5.94K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-18.3K- 8.11% |
$2.16M - $2.44M
|
207K
$27.7M
|