Purchases and Sales Made in Q4 2023 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
59.3K+ 70.97% |
$5.65M - $6.8M
|
143K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
49.9K+ 196.81% |
$4.76M - $5.72M
|
75.3K
$10.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
42.5KNew |
$4.05M - $4.87M
|
42.5K
$5.68M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
39.5KNew |
$3.76M - $4.53M
|
39.5K
$5.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
35.6KNew |
$3.39M - $4.08M
|
35.6K
$4.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
33.9KNew |
$3.23M - $3.89M
|
33.9K
$4.54M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
33.3KNew |
$3.17M - $3.81M
|
33.3K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.5K+ 3.79% |
$2.34M - $2.81M
|
672K
$89.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$2.25M - $2.71M
|
23.6K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23.1KNew |
$2.2M - $2.64M
|
23.1K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.5K+ 119.12% |
$2.14M - $2.58M
|
41.4K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$1.9M - $2.28M
|
19.9K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 146.84% |
$1.61M - $1.93M
|
28.3K
$3.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.4KNew |
$1.56M - $1.88M
|
16.4K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
14.9K+ 6.51% |
$1.42M - $1.71M
|
244K
$32.7M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
14.1KNew |
$1.34M - $1.61M
|
14.1K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$1.23M - $1.48M
|
12.9K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
12.1K+ 65.66% |
$1.15M - $1.39M
|
30.5K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 80.19% |
$1.15M - $1.39M
|
27.2K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 32.6% |
$1.14M - $1.38M
|
48.8K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12KNew |
$1.14M - $1.37M
|
12K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.9K+ 73.24% |
$1.13M - $1.36M
|
28.1K
$3.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11.3KNew |
$1.08M - $1.3M
|
11.3K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 41.73% |
$989K - $1.19M
|
35.3K
$4.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.27KNew |
$883K - $1.06M
|
9.27K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
8.87KNew |
$845K - $1.02M
|
8.87K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.61KNew |
$725K - $872K
|
7.61K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
7.43KNew |
$708K - $852K
|
7.43K
$994K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.3K+ 31.3% |
$695K - $837K
|
30.6K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.94K+ 386.8% |
$662K - $796K
|
8.74K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.72KNew |
$640K - $770K
|
6.72K
$899K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
6.34KNew |
$604K - $727K
|
6.34K
$849K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.28KNew |
$599K - $720K
|
6.28K
$841K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.75K+ 65.43% |
$548K - $659K
|
14.5K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.26KNew |
$501K - $603K
|
5.26K
$703K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.16K+ 254.29% |
$492K - $591K
|
7.19K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.57K+ 67.36% |
$435K - $524K
|
11.3K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.36KNew |
$415K - $499K
|
4.36K
$583K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.35KNew |
$414K - $499K
|
4.35K
$582K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.67KNew |
$350K - $421K
|
3.67K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.1K+ 3.13% |
$295K - $355K
|
102K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.84K+ 120.82% |
$271K - $326K
|
5.2K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.65KNew |
$253K - $304K
|
2.65K
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.58K+ 0.77% |
$246K - $296K
|
339K
$45.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.51K+ 6.01% |
$239K - $287K
|
44.2K
$5.91M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.45KNew |
$233K - $280K
|
2.45K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.13KNew |
$203K - $244K
|
2.13K
$285K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.11KNew |
$201K - $241K
|
2.11K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.01KNew |
$191K - $230K
|
2.01K
$269K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.96KNew |
$187K - $225K
|
1.96K
$263K
|