Purchases and Sales Made in Q1 2023 in Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.37K- 5.41% |
$127K - $140K
|
23.9K
$3.5M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.37K- 14.48% |
$127K - $140K
|
8.1K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 36.08% |
$130K - $143K
|
2.48K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.64K- 20.57% |
$152K - $168K
|
6.34K
$927K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.89K- 20.83% |
$175K - $194K
|
7.19K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.06K- 1.2% |
$191K - $211K
|
170K
$24.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.22K- 50.97% |
$206K - $227K
|
2.13K
$312K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.58K- 9.69% |
$239K - $264K
|
24.1K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.63K- 25.75% |
$244K - $270K
|
7.59K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3K- 2.66% |
$278K - $307K
|
110K
$16.1M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.28K- 43.21% |
$397K - $439K
|
5.63K
$823K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.96K- 39.91% |
$460K - $508K
|
7.47K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.15K- 37.93% |
$570K - $630K
|
10.1K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.83K- 34.47% |
$912K - $1.01M
|
18.7K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-12.7K- 21.69% |
$1.18M - $1.3M
|
45.9K
$6.71M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.2K- 61.05% |
$1.41M - $1.56M
|
9.69K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-19K- 16.65% |
$1.76M - $1.95M
|
95.2K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38.1K- 7.94% |
$3.53M - $3.9M
|
442K
$64.6M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.1K- 35.7% |
$4.09M - $4.52M
|
79.5K
$11.6M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.6K- 87.69% |
$4.78M - $5.28M
|
7.24K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-90.3K- 41.92% |
$8.38M - $9.26M
|
125K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 63.01% |
$9.64M - $10.7M
|
61K
$8.93M
|