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
|
Jones Financial Companies Lllp
|
BUY
|
- |
75New |
$7.15K - $8.6K
|
75
$10K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
74+ 1.2% |
$7.05K - $8.48K
|
6.22K
$833K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
66New |
$6.29K - $7.57K
|
66
$8.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
66New |
$6.29K - $7.57K
|
66
$8.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
59+ 1.34% |
$5.62K - $6.76K
|
4.45K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
55New |
$5.24K - $6.31K
|
55
$7.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
52+ 28.26% |
$4.96K - $5.96K
|
236
$31.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50+ 0.48% |
$4.77K - $5.73K
|
10.6K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
33+ 0.83% |
$3.15K - $3.78K
|
3.99K
$534K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.22% |
$1.52K - $1.83K
|
7.37K
$987K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
14+ 0.63% |
$1.33K - $1.61K
|
2.25K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.59% |
$1.24K - $1.49K
|
2.21K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
13+ 2.57% |
$1.24K - $1.49K
|
519
$69.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.58% |
$1.24K - $1.49K
|
2.25K
$301K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
11+ 0.32% |
$1.05K - $1.26K
|
3.47K
$465K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10+ 0.62% |
$953 - $1.15K
|
1.61K
$216K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
8New |
$762 - $917
|
8
$1.07K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3+ 0.76% |
$286 - $344
|
397
$53.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$286 - $344
|
3
$401
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.29% |
$191 - $229
|
693
$92.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.64% |
$191 - $229
|
313
$41.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2+ 0.04% |
$191 - $229
|
5.72K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2+ 6.06% |
$191 - $229
|
35
$4.68K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.12% |
$191 - $229
|
1.64K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1New |
$95.3 - $115
|
1
$134
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.04% |
$95.3 - $115
|
2.51K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.04% |
$95.3 - $115
|
2.23K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.18% |
$95.3 - $115
|
544
$72.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.03% |
$95.3 - $115
|
2.89K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.29% |
$95.3 - $115
|
341
$45.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3- 0.11% |
$286 - $344
|
2.68K
$359K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-8- 0.08% |
$762 - $917
|
9.73K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-15- 0.54% |
$1.43K - $1.72K
|
2.77K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-19- 0.69% |
$1.81K - $2.18K
|
2.72K
$364K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-36- 1.0% |
$3.43K - $4.13K
|
3.55K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-38- 1.84% |
$3.62K - $4.36K
|
2.02K
$271K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-47- 6.88% |
$4.48K - $5.39K
|
636
$85.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-49- 1.19% |
$4.67K - $5.62K
|
4.06K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-55- 2.07% |
$5.24K - $6.31K
|
2.6K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-60Closed |
$5.72K - $6.88K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 2.15% |
$6.2K - $7.45K
|
2.95K
$395K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-77- 37.56% |
$7.34K - $8.83K
|
128
$17.1K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-84- 5.92% |
$8.01K - $9.63K
|
1.33K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-89- 80.18% |
$8.48K - $10.2K
|
22
$2.94K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-105- 2.76% |
$10K - $12K
|
3.7K
$495K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-109- 0.78% |
$10.4K - $12.5K
|
13.8K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-110- 1.74% |
$10.5K - $12.6K
|
6.22K
$833K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-110- 1.74% |
$10.5K - $12.6K
|
6.22K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-149- 3.1% |
$14.2K - $17.1K
|
4.66K
$623K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-150- 1.55% |
$14.3K - $17.2K
|
9.54K
$1.28M
|