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 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-150- 10.03% |
$14.3K - $17.2K
|
1.35K
$189K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-175- 5.24% |
$16.7K - $20.1K
|
3.16K
$445K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-183- 1.24% |
$17.4K - $21K
|
14.6K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-200- 3.04% |
$19.1K - $22.9K
|
6.37K
$897K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-204- 5.27% |
$19.4K - $23.4K
|
3.66K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-234- 54.42% |
$22.3K - $26.8K
|
196
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-242- 19.04% |
$23.1K - $27.7K
|
1.03K
$145K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-267- 4.18% |
$25.4K - $30.6K
|
6.12K
$861K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-272- 6.49% |
$25.9K - $31.2K
|
3.92K
$552K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-278- 2.58% |
$26.5K - $31.9K
|
10.5K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-295- 30.7% |
$28.1K - $33.8K
|
666
$93.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-298- 18.58% |
$28.4K - $34.2K
|
1.31K
$184K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-300- 10.52% |
$28.6K - $34.4K
|
2.55K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-300- 6.31% |
$28.6K - $34.4K
|
4.45K
$627K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-321- 5.66% |
$30.6K - $36.8K
|
5.35K
$754K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-326- 8.53% |
$31.1K - $37.4K
|
3.5K
$492K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-337- 5.03% |
$32.1K - $38.6K
|
6.36K
$895K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-340- 49.13% |
$32.4K - $39K
|
352
$49.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-357- 12.49% |
$34K - $40.9K
|
2.5K
$352K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-424- 8.88% |
$40.4K - $48.6K
|
4.35K
$613K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-475- 55.62% |
$45.3K - $54.5K
|
379
$53.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-477- 20.23% |
$45.5K - $54.7K
|
1.88K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-500- 7.14% |
$47.7K - $57.3K
|
6.5K
$915K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-501- 15.91% |
$47.8K - $57.4K
|
2.65K
$373K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-510- 6.12% |
$48.6K - $58.5K
|
7.82K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-533- 8.74% |
$50.8K - $61.1K
|
5.56K
$783K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-550- 16.45% |
$52.4K - $63.1K
|
2.79K
$393K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-580- 10.41% |
$55.3K - $66.5K
|
4.99K
$702K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-750- 14.25% |
$71.5K - $86K
|
4.51K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-823- 30.03% |
$78.4K - $94.4K
|
1.92K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-856- 8.1% |
$81.6K - $98.1K
|
9.72K
$1.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.05K- 1.46% |
$100K - $120K
|
71K
$9.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.1K- 5.8% |
$105K - $126K
|
17.9K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.29K- 24.85% |
$123K - $148K
|
3.9K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.57K- 2.96% |
$149K - $180K
|
51.3K
$7.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.57K- 14.68% |
$150K - $180K
|
9.13K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.6K- 11.89% |
$153K - $184K
|
11.9K
$1.67M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.64K- 11.46% |
$156K - $187K
|
12.6K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.73K- 5.63% |
$165K - $198K
|
29K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.76K- 55.97% |
$167K - $201K
|
1.38K
$195K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.88K- 28.24% |
$179K - $215K
|
4.76K
$671K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.24K- 30.09% |
$213K - $256K
|
5.2K
$731K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.56K- 2.68% |
$244K - $293K
|
92.9K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.64K- 20.69% |
$251K - $302K
|
10.1K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.24K- 31.83% |
$309K - $372K
|
6.94K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.42K- 28.73% |
$325K - $392K
|
8.47K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-3.54K- 24.11% |
$337K - $406K
|
11.1K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.54K- 61.69% |
$337K - $406K
|
2.2K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.97K- 62.97% |
$378K - $455K
|
2.34K
$329K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.98K- 23.58% |
$379K - $456K
|
12.9K
$1.81M
|