Purchases and Sales Made in Q4 2024 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$804K - $954K
|
6.23K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56KNew |
$589K - $699K
|
4.56K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.1KNew |
$530K - $628K
|
4.1K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.17KNew |
$281K - $333K
|
2.17K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
919+ 33.02% |
$119K - $141K
|
3.7K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
899+ 224.75% |
$116K - $138K
|
1.3K
$180K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 146.52% |
$51.7K - $61.3K
|
673
$93K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
322New |
$41.6K - $49.3K
|
322
$44.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
310+ 25.24% |
$40K - $47.5K
|
1.54K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
214New |
$27.6K - $32.8K
|
214
$29.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169+ 11.53% |
$21.8K - $25.9K
|
1.64K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
148New |
$19.1K - $22.7K
|
148
$20.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 5.12% |
$10.7K - $12.7K
|
1.7K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
76+ 3.17% |
$9.82K - $11.6K
|
2.47K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 10.1% |
$5.3K - $6.28K
|
447
$61.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40+ 40.0% |
$5.17K - $6.13K
|
140
$19.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
35+ 0.44% |
$4.52K - $5.36K
|
7.97K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$4.26K - $5.06K
|
33
$4.56K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
24New |
$3.1K - $3.68K
|
24
$3.32K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
19+ 0.45% |
$2.45K - $2.91K
|
4.22K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 0.7% |
$1.29K - $1.53K
|
1.44K
$199K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
$1.03K - $1.23K
|
1.62K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8+ 0.4% |
$1.03K - $1.23K
|
2.01K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.09% |
$258 - $307
|
2.15K
$298K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$129 - $153
|
1
$138
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.71% |
$129 - $153
|
141
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-13- 0.84% |
$1.68K - $1.99K
|
1.54K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-20- 2.04% |
$2.58K - $3.07K
|
960
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-23- 0.62% |
$2.97K - $3.52K
|
3.7K
$511K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37- 17.05% |
$4.78K - $5.67K
|
180
$24.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 48.78% |
$5.17K - $6.13K
|
42
$5.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 3.41% |
$5.81K - $6.9K
|
1.28K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-47- 1.63% |
$6.07K - $7.2K
|
2.84K
$393K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 7.04% |
$6.59K - $7.82K
|
673
$93K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-70- 2.49% |
$9.04K - $10.7K
|
2.74K
$378K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-75- 1.91% |
$9.69K - $11.5K
|
3.86K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-77- 1.95% |
$9.94K - $11.8K
|
3.87K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-80- 2.16% |
$10.3K - $12.3K
|
3.62K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-172- 0.39% |
$22.2K - $26.4K
|
43.9K
$6.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-174- 3.85% |
$22.5K - $26.7K
|
4.35K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-320- 16.51% |
$41.3K - $49K
|
1.62K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-408- 17.23% |
$52.7K - $62.5K
|
1.96K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 28.31% |
$146K - $174K
|
2.87K
$396K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.79K- 13.4% |
$231K - $274K
|
11.5K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.13K- 45.27% |
$276K - $327K
|
2.58K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.98K- 78.17% |
$902K - $1.07M
|
1.95K
$269K
|