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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.91KNew |
$182K - $219K
|
1.91K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.89KNew |
$180K - $217K
|
1.89K
$253K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.89KNew |
$180K - $217K
|
1.89K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.88KNew |
$179K - $216K
|
1.88K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.86K+ 11.27% |
$177K - $213K
|
18.4K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.84KNew |
$175K - $211K
|
1.84K
$246K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.83KNew |
$174K - $210K
|
1.83K
$245K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.81KNew |
$172K - $207K
|
1.81K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.8KNew |
$172K - $207K
|
1.8K
$241K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.8KNew |
$172K - $206K
|
1.8K
$241K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.8KNew |
$172K - $206K
|
1.8K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.76KNew |
$168K - $202K
|
1.76K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.76KNew |
$168K - $202K
|
1.76K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.75K+ 57.42% |
$167K - $201K
|
4.81K
$643K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.55KNew |
$148K - $178K
|
1.55K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.5K+ 30.4% |
$143K - $172K
|
6.43K
$861K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.45K+ 47.87% |
$138K - $166K
|
4.48K
$599K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$125K - $151K
|
1.31K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.31K+ 39.54% |
$125K - $150K
|
4.62K
$618K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.2K+ 14975.0% |
$114K - $137K
|
1.21K
$161K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.15K+ 5.31% |
$110K - $132K
|
22.8K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 8.22% |
$103K - $123K
|
14.2K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
993New |
$94.6K - $114K
|
993
$133K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
803+ 26.14% |
$76.5K - $92.1K
|
3.88K
$518K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
692+ 1.34% |
$66K - $79.3K
|
52.2K
$6.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
578+ 26.86% |
$55.1K - $66.3K
|
2.73K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
542+ 6.89% |
$51.7K - $62.1K
|
8.41K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
522+ 245.07% |
$49.8K - $59.9K
|
735
$98.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
499+ 12.94% |
$47.6K - $57.2K
|
4.36K
$583K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
437+ 18.84% |
$41.7K - $50.1K
|
2.76K
$369K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
419+ 0.96% |
$39.9K - $48K
|
43.9K
$5.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
375+ 3.69% |
$35.7K - $43K
|
10.5K
$1.41M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
351+ 0.88% |
$33.5K - $40.2K
|
40.1K
$5.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
294+ 1.57% |
$28K - $33.7K
|
19K
$2.54M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
269New |
$25.6K - $30.8K
|
269
$36K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
231+ 3.52% |
$22K - $26.5K
|
6.8K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
217+ 4.42% |
$20.7K - $24.9K
|
5.12K
$685K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
208+ 288.89% |
$19.8K - $23.8K
|
280
$37.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
166+ 143.1% |
$15.8K - $19K
|
282
$37.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
160New |
$15.2K - $18.3K
|
160
$21.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
160+ 100.0% |
$15.2K - $18.3K
|
320
$42.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
158+ 3.07% |
$15.1K - $18.1K
|
5.3K
$710K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
147+ 6.88% |
$14K - $16.9K
|
2.29K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
135New |
$12.9K - $15.5K
|
135
$18.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
125+ 14.71% |
$11.9K - $14.3K
|
975
$130K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
116+ 0.6% |
$11.1K - $13.3K
|
19.3K
$2.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
110New |
$10.5K - $12.6K
|
110
$14.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
88+ 0.2% |
$8.39K - $10.1K
|
43.7K
$5.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
87+ 3.4% |
$8.29K - $9.98K
|
2.65K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77+ 0.29% |
$7.34K - $8.83K
|
26.3K
$3.52M
|