Purchases and Sales Made in Q4 2024 in Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM) 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 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
24.1KNew |
$3.11M - $3.69M
|
24.1K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
23.6KNew |
$3.05M - $3.62M
|
23.6K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.1KNew |
$2.08M - $2.47M
|
16.1K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
14.4KNew |
$1.86M - $2.21M
|
14.4K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.9K+ 10.3% |
$1.54M - $1.82M
|
127K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 16.56% |
$1.41M - $1.67M
|
76.6K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.9K+ 4.32% |
$1.4M - $1.66M
|
262K
$35.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.1K+ 118.32% |
$1.18M - $1.39M
|
16.8K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.61K+ 2.61% |
$982K - $1.17M
|
299K
$40M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$804K - $954K
|
6.23K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.21K+ 242.43% |
$802K - $952K
|
8.77K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.84K+ 926.25% |
$624K - $741K
|
5.36K
$718K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56KNew |
$589K - $699K
|
4.56K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.55K+ 106.65% |
$588K - $698K
|
8.82K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.1KNew |
$530K - $628K
|
4.1K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.09KNew |
$399K - $474K
|
3.09K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.17KNew |
$281K - $333K
|
2.17K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 6.33% |
$255K - $303K
|
33.2K
$4.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.92K+ 64.69% |
$248K - $294K
|
4.88K
$655K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.46K+ 89.3% |
$189K - $224K
|
3.1K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.18K+ 127.8% |
$152K - $180K
|
2.1K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.07K+ 6.12% |
$138K - $163K
|
18.5K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.06K+ 0.23% |
$137K - $162K
|
452K
$60.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
919+ 33.02% |
$119K - $141K
|
3.7K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
899+ 224.75% |
$116K - $138K
|
1.3K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
849+ 66.9% |
$110K - $130K
|
2.12K
$284K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
800New |
$103K - $123K
|
800
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
607+ 84.31% |
$78.4K - $93K
|
1.33K
$178K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 13.64% |
$77.5K - $92K
|
5K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
537+ 31.81% |
$69.4K - $82.3K
|
2.23K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
420+ 6.47% |
$54.2K - $64.4K
|
6.91K
$926K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 146.52% |
$51.7K - $61.3K
|
673
$90.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 0.51% |
$44K - $52.3K
|
66.8K
$8.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
329+ 65.8% |
$42.5K - $50.4K
|
829
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
322New |
$41.6K - $49.3K
|
322
$43.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
310+ 25.24% |
$40K - $47.5K
|
1.54K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
308+ 9.0% |
$39.8K - $47.2K
|
3.73K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
214New |
$27.6K - $32.8K
|
214
$28.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
186+ 0.14% |
$24K - $28.5K
|
129K
$17.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169+ 11.53% |
$21.8K - $25.9K
|
1.64K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
148New |
$19.1K - $22.7K
|
148
$19.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 5.12% |
$10.7K - $12.7K
|
1.7K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
76+ 3.17% |
$9.82K - $11.6K
|
2.47K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 10.1% |
$5.3K - $6.28K
|
447
$59.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40+ 40.0% |
$5.17K - $6.13K
|
140
$18.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
40New |
$5.17K - $6.13K
|
40
$5.36K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
35+ 0.44% |
$4.52K - $5.36K
|
7.97K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$4.26K - $5.06K
|
33
$4.42K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
24New |
$3.1K - $3.68K
|
24
$3.22K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
19+ 0.45% |
$2.45K - $2.91K
|
4.22K
$566K
|