Purchases and Sales Made in Q3 2024 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.39KNew |
$326K - $363K
|
2.39K
$367K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.36KNew |
$185K - $206K
|
1.36K
$208K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.17K+ 13.2% |
$160K - $178K
|
10.1K
$1.54M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
703+ 13.09% |
$95.7K - $107K
|
6.07K
$931K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
229+ 3.43% |
$31.2K - $34.7K
|
6.91K
$1.06M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
96+ 15.29% |
$13.1K - $14.6K
|
724
$111K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
48+ 1.91% |
$6.53K - $7.28K
|
2.56K
$392K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
34New |
$4.63K - $5.16K
|
34
$5.21K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.31% |
$1.23K - $1.36K
|
2.89K
$443K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25- 1.04% |
$3.4K - $3.79K
|
2.38K
$365K
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-40- 1.46% |
$5.45K - $6.07K
|
2.71K
$415K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-74- 2.59% |
$10.1K - $11.2K
|
2.78K
$426K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-77- 0.57% |
$10.5K - $11.7K
|
13.3K
$2.04M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-165- 4.02% |
$22.5K - $25K
|
3.94K
$603K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-195- 9.14% |
$26.5K - $29.6K
|
1.94K
$297K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-226- 6.7% |
$30.8K - $34.3K
|
3.15K
$482K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-269- 6.78% |
$36.6K - $40.8K
|
3.7K
$567K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-297- 11.14% |
$40.4K - $45K
|
2.37K
$363K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-830- 38.6% |
$113K - $126K
|
1.32K
$202K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.73K- 21.84% |
$1.19M - $1.32M
|
31.2K
$4.79M
|