Purchases and Sales Made in Q2 2023 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
63.8K+ 138.8% |
$7.7M - $8.55M
|
110K
$15.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
59.5K+ 494.66% |
$7.18M - $7.97M
|
71.6K
$9.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
47.8K+ 2667.88% |
$5.77M - $6.41M
|
49.6K
$6.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.4K+ 8.93% |
$3.31M - $3.68M
|
335K
$46M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.3KNew |
$2.93M - $3.25M
|
24.3K
$3.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.1K+ 148.57% |
$2.43M - $2.69M
|
33.6K
$4.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.6KNew |
$1.76M - $1.95M
|
14.6K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2K+ 2507.6% |
$1.59M - $1.77M
|
13.7K
$1.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.1K+ 315.52% |
$1.58M - $1.75M
|
17.2K
$2.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
9.22KNew |
$1.11M - $1.24M
|
9.22K
$1.27M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.19KNew |
$1.11M - $1.23M
|
9.19K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.28K+ 379.8% |
$878K - $975K
|
9.19K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.36K+ 402.4% |
$768K - $852K
|
7.94K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.19K+ 10.57% |
$746K - $828K
|
64.7K
$8.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.14K+ 8.33% |
$621K - $689K
|
66.9K
$9.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.1K+ 14.27% |
$616K - $684K
|
40.9K
$5.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.6KNew |
$556K - $616K
|
4.6K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.6K+ 211.65% |
$555K - $616K
|
6.77K
$930K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.24KNew |
$391K - $434K
|
3.24K
$445K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.08K+ 51.28% |
$372K - $412K
|
9.08K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.69K+ 18.71% |
$325K - $361K
|
17.1K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.5KNew |
$302K - $335K
|
2.5K
$343K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.22K+ 12.97% |
$268K - $297K
|
19.3K
$2.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.15KNew |
$259K - $288K
|
2.15K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.1KNew |
$253K - $281K
|
2.1K
$288K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.04KNew |
$246K - $273K
|
2.04K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.87K+ 18.32% |
$226K - $250K
|
12.1K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.77K+ 38.12% |
$214K - $238K
|
6.43K
$883K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.53K+ 8.21% |
$184K - $205K
|
20.1K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.52K+ 3.01% |
$183K - $203K
|
51.9K
$7.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.33K+ 0.66% |
$161K - $179K
|
203K
$27.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.17K+ 3.97% |
$141K - $156K
|
30.5K
$4.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
932+ 9.47% |
$112K - $125K
|
10.8K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
850+ 16.0% |
$103K - $114K
|
6.16K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
750New |
$90.5K - $100K
|
750
$103K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
655+ 1.64% |
$79.1K - $87.7K
|
40.5K
$5.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
600+ 12.66% |
$72.4K - $80.4K
|
5.34K
$733K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
565+ 5.22% |
$68.2K - $75.7K
|
11.4K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
481+ 19.56% |
$58.1K - $64.4K
|
2.94K
$404K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
467+ 3.47% |
$56.4K - $62.5K
|
13.9K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
417+ 0.27% |
$50.3K - $55.8K
|
153K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
349+ 8.36% |
$42.1K - $46.7K
|
4.52K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
310+ 2066.67% |
$37.4K - $41.5K
|
325
$44.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
280New |
$33.8K - $37.5K
|
280
$38.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
260New |
$31.4K - $34.8K
|
260
$35.7K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
226+ 7533.33% |
$27.3K - $30.3K
|
229
$31.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
226+ 7533.33% |
$27.3K - $30.3K
|
229
$31.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 6.15% |
$24.1K - $26.8K
|
3.45K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
198+ 8.44% |
$23.9K - $26.5K
|
2.55K
$350K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
185+ 1.44% |
$22.3K - $24.8K
|
13K
$1.79M
|