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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-73- 1.37% |
$9.71K - $10.5K
|
5.26K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-86- 2.4% |
$11.4K - $12.4K
|
3.5K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-86- 0.91% |
$11.4K - $12.4K
|
9.41K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-89- 2.61% |
$11.8K - $12.8K
|
3.32K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-90- 3.88% |
$12K - $13K
|
2.23K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-94- 1.27% |
$12.5K - $13.5K
|
7.29K
$988K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 1.89% |
$13K - $14.1K
|
5.1K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-99- 0.37% |
$13.2K - $14.2K
|
26.4K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-105- 2.5% |
$14K - $15.1K
|
4.09K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-114- 7.01% |
$15.2K - $16.4K
|
1.51K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-114- 0.83% |
$15.2K - $16.4K
|
13.6K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-116- 3.55% |
$15.4K - $16.7K
|
3.15K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-122- 1.33% |
$16.2K - $17.6K
|
9.03K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-129- 6.15% |
$17.2K - $18.6K
|
1.97K
$267K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-153- 0.34% |
$20.3K - $22K
|
44.3K
$6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-202- 10.06% |
$26.9K - $29.1K
|
1.81K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-221- 2.73% |
$29.4K - $31.8K
|
7.86K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-221- 10.75% |
$29.4K - $31.8K
|
1.84K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-232- 8.84% |
$30.8K - $33.4K
|
2.39K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-237- 8.7% |
$31.5K - $34.1K
|
2.49K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-298- 11.27% |
$39.6K - $42.9K
|
2.35K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-299- 10.21% |
$39.8K - $43K
|
2.63K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-320- 5.31% |
$42.6K - $46.1K
|
5.7K
$773K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-347- 3.57% |
$46.1K - $49.9K
|
9.38K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-397- 3.75% |
$52.8K - $57.1K
|
10.2K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-440- 0.65% |
$58.5K - $63.3K
|
66.8K
$9.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-490- 6.89% |
$65.2K - $70.5K
|
6.62K
$898K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-522- 25.12% |
$69.4K - $75.1K
|
1.56K
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-530- 38.63% |
$70.5K - $76.3K
|
842
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-533- 2.72% |
$70.9K - $76.7K
|
19.1K
$2.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-670- 9.98% |
$89.1K - $96.4K
|
6.04K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-696- 4.07% |
$92.5K - $100K
|
16.4K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-700- 63.64% |
$93.1K - $101K
|
400
$54.2K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-823- 2.05% |
$109K - $118K
|
39.3K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-921- 60.47% |
$122K - $133K
|
602
$81.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1K- 33.33% |
$133K - $144K
|
2K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.51K- 4.25% |
$201K - $217K
|
34K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.79K- 22.31% |
$238K - $257K
|
6.23K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.93K- 18.56% |
$257K - $278K
|
8.48K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.35K- 50.89% |
$312K - $338K
|
2.26K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.59K- 48.04% |
$344K - $372K
|
2.8K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.91K- 35.26% |
$387K - $419K
|
5.35K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.19K- 4.67% |
$424K - $459K
|
65.2K
$8.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.6K- 12.72% |
$478K - $518K
|
24.7K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-4.11K- 16.98% |
$546K - $591K
|
20.1K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.12K- 42.6% |
$548K - $594K
|
5.56K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 69.69% |
$550K - $596K
|
1.8K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-4.58K- 29.19% |
$609K - $659K
|
11.1K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.35KClosed |
$844K - $914K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13K- 4.22% |
$1.72M - $1.87M
|
294K
$39.9M
|