Purchases and Sales Made in Q2 2024 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
124KNew |
$15M - $16.4M
|
124K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.2K+ 985.81% |
$2.69M - $2.95M
|
24.5K
$3.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 3.89% |
$1.49M - $1.63M
|
328K
$48M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.2KNew |
$1.35M - $1.48M
|
11.2K
$1.63M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.1KNew |
$1.1M - $1.21M
|
9.1K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.68K+ 21.77% |
$1.05M - $1.15M
|
48.6K
$7.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.27K+ 67.79% |
$999K - $1.1M
|
20.5K
$2.99M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.92K+ 17.72% |
$957K - $1.05M
|
52.6K
$7.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
7.8KNew |
$943K - $1.04M
|
7.8K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.53K+ 467.87% |
$910K - $999K
|
9.14K
$1.34M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6KNew |
$725K - $796K
|
6K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.06K+ 5.24% |
$612K - $672K
|
102K
$14.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.35KNew |
$526K - $578K
|
4.35K
$637K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.88K+ 194050.0% |
$469K - $515K
|
3.88K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.31K+ 17.55% |
$400K - $439K
|
22.1K
$3.24M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.24KNew |
$392K - $430K
|
3.24K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.2KNew |
$386K - $424K
|
3.2K
$468K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.14K+ 12.72% |
$379K - $416K
|
27.8K
$4.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.12KNew |
$377K - $414K
|
3.12K
$456K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.05K+ 7.66% |
$369K - $405K
|
42.9K
$6.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.04K+ 71.03% |
$368K - $404K
|
7.32K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.87KNew |
$347K - $381K
|
2.87K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.22KNew |
$268K - $294K
|
2.22K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.2KNew |
$266K - $292K
|
2.2K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.99K+ 19.15% |
$240K - $264K
|
12.4K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$230K - $252K
|
1.9K
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.86KNew |
$224K - $246K
|
1.86K
$272K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.85K+ 1.67% |
$224K - $246K
|
113K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.55K+ 4.09% |
$187K - $206K
|
39.4K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
927+ 11.51% |
$112K - $123K
|
8.98K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
895+ 13.1% |
$108K - $119K
|
7.73K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
841+ 53.36% |
$102K - $112K
|
2.42K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
771+ 0.17% |
$93.2K - $102K
|
459K
$67.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
771+ 0.17% |
$93.2K - $102K
|
459K
$67.2M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
729+ 15.83% |
$88.1K - $96.7K
|
5.33K
$780K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
666+ 6.8% |
$80.5K - $88.4K
|
10.5K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
637+ 28.95% |
$77K - $84.5K
|
2.84K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
634+ 25.89% |
$76.6K - $84.1K
|
3.08K
$451K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
579+ 19.46% |
$70K - $76.8K
|
3.56K
$520K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
563+ 152.99% |
$68K - $74.7K
|
931
$136K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
391+ 1.64% |
$47.3K - $51.9K
|
24.3K
$3.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$36.3K - $39.8K
|
300
$43.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
297+ 1.91% |
$35.9K - $39.4K
|
15.8K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
279New |
$33.7K - $37K
|
279
$40.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
217+ 0.91% |
$26.2K - $28.8K
|
24.2K
$3.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
181New |
$21.9K - $24K
|
181
$26.5K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
150+ 13.54% |
$18.1K - $19.9K
|
1.26K
$184K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
118+ 1.06% |
$14.3K - $15.7K
|
11.3K
$1.65M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
118+ 0.35% |
$14.3K - $15.7K
|
33.9K
$4.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
113+ 6.95% |
$13.7K - $15K
|
1.74K
$254K
|