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 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.34K- 7.84% |
$413K - $497K
|
51K
$6.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.76K- 12.03% |
$454K - $546K
|
34.8K
$4.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.27K- 49.7% |
$503K - $605K
|
5.34K
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.35K- 69.39% |
$509K - $613K
|
2.36K
$316K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-5.51K- 16.05% |
$525K - $631K
|
28.8K
$3.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.33K- 78.67% |
$699K - $841K
|
1.99K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.61K- 99.96% |
$725K - $872K
|
3
$401
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 3.94% |
$983K - $1.18M
|
251K
$33.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15.6K- 41.84% |
$1.49M - $1.79M
|
21.7K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.5K- 33.14% |
$1.86M - $2.24M
|
39.3K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.3K- 11.81% |
$2.7M - $3.25M
|
211K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.8K- 4.07% |
$2.84M - $3.42M
|
703K
$94.1M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29.9K- 86.09% |
$2.85M - $3.42M
|
4.83K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-37.4K- 27.55% |
$3.57M - $4.29M
|
98.4K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64.2K- 94.29% |
$6.12M - $7.37M
|
3.89K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-71.9K- 81.43% |
$6.85M - $8.24M
|
16.4K
$2.19M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-172K- 19.62% |
$16.4M - $19.7M
|
703K
$94.1M
|