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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
615New |
$85K - $91.7K
|
615
$91.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
573New |
$79.2K - $85.5K
|
573
$85.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 2.31% |
$71.4K - $77.1K
|
22.9K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
517+ 2.31% |
$71.4K - $77.1K
|
22.9K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
450+ 19.19% |
$62.2K - $67.1K
|
2.8K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
447+ 1.72% |
$61.7K - $66.7K
|
26.4K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
368+ 5.36% |
$50.8K - $54.9K
|
7.23K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
336New |
$46.4K - $50.1K
|
336
$50.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
315New |
$43.5K - $47K
|
315
$46.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
305+ 4.08% |
$42.1K - $45.5K
|
7.78K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
293+ 7.8% |
$40.5K - $43.7K
|
4.05K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
290New |
$40.1K - $43.2K
|
290
$43.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
283+ 11.71% |
$39.1K - $42.2K
|
2.7K
$402K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
210New |
$29K - $31.3K
|
210
$31.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
205+ 6.84% |
$28.3K - $30.6K
|
3.2K
$477K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
185+ 3.34% |
$25.6K - $27.6K
|
5.73K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
148New |
$20.4K - $22.1K
|
148
$22.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
145+ 1.17% |
$20K - $21.6K
|
12.6K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
125New |
$17.3K - $18.6K
|
125
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
104+ 0.94% |
$14.4K - $15.5K
|
11.2K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$13.8K - $14.9K
|
100
$14.9K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
98+ 1.86% |
$13.5K - $14.6K
|
5.37K
$800K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
90+ 3.22% |
$12.4K - $13.4K
|
2.89K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
78+ 0.2% |
$10.8K - $11.6K
|
38.7K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64+ 2.07% |
$8.84K - $9.54K
|
3.16K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 137.5% |
$7.6K - $8.2K
|
95
$14.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 75.0% |
$4.14K - $4.47K
|
70
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 0.3% |
$3.04K - $3.28K
|
7.26K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
22+ 7.33% |
$3.04K - $3.28K
|
322
$48K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
21+ 1.36% |
$2.9K - $3.13K
|
1.57K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
13+ 0.21% |
$1.8K - $1.94K
|
6.34K
$945K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12+ 0.3% |
$1.66K - $1.79K
|
4.02K
$599K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 0.28% |
$1.38K - $1.49K
|
3.57K
$533K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.38K - $1.49K
|
3.39K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.3% |
$1.24K - $1.34K
|
3.01K
$448K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 0.13% |
$1.11K - $1.19K
|
6.29K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7+ 0.31% |
$967 - $1.04K
|
2.23K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.16% |
$967 - $1.04K
|
4.45K
$663K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.2% |
$829 - $895
|
3.03K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6New |
$829 - $895
|
6
$894
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
5+ 0.26% |
$691 - $746
|
1.92K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.06% |
$553 - $597
|
7.02K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$414 - $447
|
1.36K
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$414 - $447
|
2.27K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3+ 0.28% |
$414 - $447
|
1.07K
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.11% |
$276 - $298
|
1.85K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.09% |
$276 - $298
|
2.25K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$276 - $298
|
3.29K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2+ 0.03% |
$276 - $298
|
6.24K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1+ 0.55% |
$138 - $149
|
183
$27.3K
|