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 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-256- 1.08% |
$30.9K - $34K
|
23.3K
$3.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-283- 3.7% |
$34.2K - $37.6K
|
7.36K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-291- 1.08% |
$35.2K - $38.6K
|
26.7K
$3.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-306- 0.46% |
$37K - $40.6K
|
65.8K
$9.7M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-328- 16.14% |
$39.6K - $43.5K
|
1.7K
$251K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-350- 16.13% |
$42.3K - $46.4K
|
1.82K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-373- 4.74% |
$45.1K - $49.5K
|
7.5K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-406- 4.94% |
$49.1K - $53.9K
|
7.81K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-415- 1.71% |
$50.2K - $55.1K
|
23.9K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-460- 75.78% |
$55.6K - $61K
|
147
$21.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-498- 59.78% |
$60.2K - $66.1K
|
335
$49.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-500- 33.33% |
$60.4K - $66.4K
|
1K
$147K
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-527- 9.24% |
$63.7K - $69.9K
|
5.17K
$763K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-548- 17.13% |
$66.2K - $72.7K
|
2.65K
$391K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-577- 1.6% |
$69.7K - $76.6K
|
35.6K
$5.25M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-629- 11.48% |
$76K - $83.5K
|
4.85K
$715K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-667- 9.7% |
$80.6K - $88.5K
|
6.21K
$915K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-695- 9.81% |
$84K - $92.2K
|
6.39K
$943K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-707- 5.86% |
$85.4K - $93.8K
|
11.4K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-710- 4.79% |
$85.8K - $94.2K
|
14.1K
$2.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-858- 6.5% |
$104K - $114K
|
12.4K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-890Closed |
$108K - $118K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-998- 19.25% |
$121K - $132K
|
4.19K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.5K- 17.15% |
$181K - $199K
|
7.24K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.51K- 6.85% |
$183K - $201K
|
20.6K
$3.03M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.73K- 20.71% |
$209K - $230K
|
6.63K
$978K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.07K- 21.25% |
$250K - $275K
|
7.67K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-2.11K- 52.41% |
$255K - $280K
|
1.91K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.16K- 28.66% |
$262K - $287K
|
5.39K
$794K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.74K- 38.9% |
$331K - $363K
|
4.3K
$634K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.04K- 3.08% |
$488K - $536K
|
127K
$18.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.08K- 8.29% |
$493K - $541K
|
45.1K
$6.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.58K- 12.87% |
$553K - $607K
|
31K
$4.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.85K- 3.9% |
$586K - $644K
|
119K
$17.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.03K- 3.06% |
$608K - $667K
|
159K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.53K- 13.51% |
$1.03M - $1.13M
|
54.6K
$8.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.1K- 67.78% |
$1.34M - $1.47M
|
5.26K
$775K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11.1K- 38.83% |
$1.35M - $1.48M
|
17.6K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.6K- 38.03% |
$1.76M - $1.93M
|
23.7K
$3.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21.5K- 9.78% |
$2.6M - $2.85M
|
198K
$29.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.5K- 66.24% |
$3.45M - $3.79M
|
14.5K
$2.14M
|