Purchases and Sales Made in Q4 2024 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) 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 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 577.24% |
$17.6M - $19M
|
149K
$22.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
90.6KNew |
$12.5M - $13.5M
|
90.6K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
76.7KNew |
$10.6M - $11.4M
|
76.7K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
32.2KNew |
$4.45M - $4.8M
|
32.2K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.3KNew |
$3.77M - $4.07M
|
27.3K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
22KNew |
$3.04M - $3.29M
|
22K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.6KNew |
$2.84M - $3.07M
|
20.6K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
17.9KNew |
$2.47M - $2.67M
|
17.9K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.9K+ 11.92% |
$2.06M - $2.22M
|
140K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 9.46% |
$1.69M - $1.82M
|
141K
$21.1M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
12.2K+ 245.37% |
$1.68M - $1.82M
|
17.2K
$2.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1K+ 523.24% |
$1.53M - $1.65M
|
13.2K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.09K+ 44.82% |
$979K - $1.06M
|
22.9K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.9KNew |
$954K - $1.03M
|
6.9K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.69KNew |
$924K - $998K
|
6.69K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.57K+ 2414.71% |
$907K - $979K
|
6.84K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.55K+ 9.98% |
$905K - $977K
|
72.2K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
6.37KNew |
$880K - $950K
|
6.37K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.83K+ 47.9% |
$805K - $869K
|
18K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.4KNew |
$746K - $805K
|
5.4K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.86K+ 3.66% |
$672K - $725K
|
138K
$20.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.36KNew |
$602K - $650K
|
4.36K
$653K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.65K+ 28.38% |
$504K - $544K
|
16.5K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.4KNew |
$469K - $507K
|
3.4K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.98K+ 0.64% |
$412K - $445K
|
472K
$70.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.96KNew |
$409K - $441K
|
2.96K
$443K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.95KNew |
$407K - $439K
|
2.95K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$374K - $404K
|
2.71K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.57KNew |
$354K - $383K
|
2.57K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.32KNew |
$320K - $345K
|
2.32K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 636.54% |
$310K - $335K
|
2.6K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.07KNew |
$286K - $309K
|
2.07K
$310K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 1.73% |
$279K - $301K
|
119K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.88K+ 5.99% |
$259K - $280K
|
33.3K
$4.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$240K - $259K
|
1.74K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.71K+ 12.9% |
$236K - $254K
|
14.9K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.65K+ 13.69% |
$228K - $247K
|
13.7K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.59K+ 6.66% |
$219K - $237K
|
25.4K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.47KNew |
$204K - $220K
|
1.47K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.42KNew |
$197K - $212K
|
1.42K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.4KNew |
$193K - $209K
|
1.4K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.37K+ 5.73% |
$190K - $205K
|
25.3K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.15KNew |
$159K - $171K
|
1.15K
$172K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.02K+ 9.51% |
$141K - $152K
|
11.8K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.02K+ 940.74% |
$140K - $152K
|
1.12K
$168K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
965+ 8.89% |
$133K - $144K
|
11.8K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
912+ 60.8% |
$126K - $136K
|
2.41K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
902+ 14.44% |
$125K - $135K
|
7.15K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
864+ 14.15% |
$119K - $129K
|
6.97K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
673+ 7.48% |
$93K - $100K
|
9.67K
$1.45M
|