Purchases and Sales Made in Q4 2024 in Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ) 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 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.35KNew |
$179K - $194K
|
1.35K
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.24K+ 14.83% |
$164K - $178K
|
9.58K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13K+ 4.04% |
$151K - $163K
|
29.1K
$3.95M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 62.06% |
$142K - $154K
|
2.79K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
962+ 17.73% |
$128K - $138K
|
6.39K
$866K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
960New |
$128K - $138K
|
960
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
892+ 2.08% |
$119K - $128K
|
43.8K
$5.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
872+ 2.16% |
$116K - $126K
|
41.2K
$5.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
800+ 6.34% |
$106K - $115K
|
13.4K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
781+ 12.25% |
$104K - $112K
|
7.15K
$970K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
780+ 42.03% |
$104K - $112K
|
2.64K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
767+ 2.62% |
$102K - $110K
|
30K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
662+ 8.91% |
$88K - $95.3K
|
8.1K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
655+ 17.58% |
$87.1K - $94.3K
|
4.38K
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
634+ 3.54% |
$84.3K - $91.3K
|
18.6K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
625+ 12.77% |
$83.1K - $90K
|
5.52K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
601+ 8.04% |
$79.9K - $86.5K
|
8.08K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
566+ 144.39% |
$75.3K - $81.5K
|
958
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
552New |
$73.4K - $79.4K
|
552
$74.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
512+ 26.2% |
$68.1K - $73.7K
|
2.47K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
500+ 100.0% |
$66.5K - $72K
|
1K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
465+ 1.16% |
$61.8K - $66.9K
|
40.5K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
430New |
$57.2K - $61.9K
|
430
$58.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
430+ 1.1% |
$57.2K - $61.9K
|
39.4K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
411New |
$54.7K - $59.2K
|
411
$55.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
329+ 11.45% |
$43.7K - $47.4K
|
3.2K
$434K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
328New |
$43.6K - $47.2K
|
328
$44.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
317+ 2.19% |
$42.2K - $45.6K
|
14.8K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
302+ 0.75% |
$40.2K - $43.5K
|
40.4K
$5.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
286+ 35.35% |
$38K - $41.2K
|
1.1K
$148K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
264+ 2.11% |
$35.1K - $38K
|
12.8K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
255New |
$33.9K - $36.7K
|
255
$34.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
248+ 2.42% |
$33K - $35.7K
|
10.5K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
220+ 12.93% |
$29.3K - $31.7K
|
1.92K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
220+ 1.81% |
$29.3K - $31.7K
|
12.3K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
206New |
$27.4K - $29.6K
|
206
$27.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
196+ 653.33% |
$26.1K - $28.2K
|
226
$30.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
184+ 7.83% |
$24.5K - $26.5K
|
2.53K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
170+ 1.37% |
$22.6K - $24.5K
|
12.5K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
141New |
$18.7K - $20.3K
|
141
$19.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$18.6K - $20.2K
|
140
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
119+ 1.7% |
$15.8K - $17.1K
|
7.14K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
103+ 3.36% |
$13.7K - $14.8K
|
3.17K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
102+ 2.45% |
$13.6K - $14.7K
|
4.26K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
100New |
$13.3K - $14.4K
|
100
$13.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 4.55% |
$12.6K - $13.7K
|
2.19K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
90+ 2.99% |
$12K - $13K
|
3.1K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 14.87% |
$11.6K - $12.5K
|
672
$91.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
86+ 1.47% |
$11.4K - $12.4K
|
5.95K
$807K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
79+ 37.62% |
$10.5K - $11.4K
|
289
$39.2K
|