Purchases and Sales Made in Q1 2024 in Ishares Tr (IHF)
This table provides information about the institutional ownership of Ishares Tr (IHF) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
653K+ 389.87% |
$34.7M - $177M
|
820K
$43.8M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
653K+ 389.87% |
$34.7M - $177M
|
820K
$43.8M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
630K+ 405.59% |
$33.5M - $170M
|
785K
$41.9M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
493K+ 373.24% |
$26.2M - $134M
|
626K
$33.4M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
301K+ 260.97% |
$16M - $81.5M
|
417K
$22.2M
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
268K+ 400.0% |
$14.3M - $72.6M
|
336K
$17.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 424.0% |
$12.5M - $63.4M
|
290K
$15.5M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166K+ 268.15% |
$8.84M - $45M
|
228K
$12.2M
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
153K+ 445.7% |
$8.15M - $41.5M
|
188K
$10M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
152K+ 421.59% |
$8.09M - $41.2M
|
188K
$10M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
140K+ 115.5% |
$7.47M - $38M
|
262K
$14M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
128K+ 394.14% |
$6.79M - $34.6M
|
160K
$8.55M
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
127KNew |
$6.75M - $34.4M
|
127K
$6.78M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
126KNew |
$6.68M - $34M
|
126K
$6.7M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 398.59% |
$6.56M - $33.4M
|
154K
$8.24M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
123KNew |
$6.54M - $33.3M
|
123K
$6.56M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
114K+ 2685.98% |
$6.05M - $30.8M
|
118K
$6.3M
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
102KNew |
$5.44M - $27.7M
|
102K
$5.46M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
101KNew |
$5.38M - $27.4M
|
101K
$5.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91.1K+ 587.0% |
$4.84M - $24.7M
|
107K
$5.69M
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
80.3K+ 384.59% |
$4.27M - $21.7M
|
101K
$5.4M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
74.5K+ 118.15% |
$3.96M - $20.2M
|
137K
$7.34M
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
68.7K+ 381.36% |
$3.65M - $18.6M
|
86.7K
$4.63M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66K+ 396.73% |
$3.51M - $17.9M
|
82.6K
$4.41M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.8K+ 389.52% |
$3.44M - $17.5M
|
81.4K
$4.35M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.7K+ 381.68% |
$3.44M - $17.5M
|
81.6K
$4.36M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.9K+ 401.86% |
$3.4M - $17.3M
|
79.8K
$4.26M
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
61.9K+ 432.35% |
$3.29M - $16.8M
|
76.2K
$4.07M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
61.8K+ 2486.84% |
$3.29M - $16.7M
|
64.3K
$3.43M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
58.4K+ 434.77% |
$3.1M - $15.8M
|
71.8K
$3.83M
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
54.6K+ 384.23% |
$2.9M - $14.8M
|
68.8K
$3.67M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51.1K+ 368.3% |
$2.72M - $13.8M
|
65K
$3.47M
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
45.7K+ 427.57% |
$2.43M - $12.4M
|
56.4K
$3.01M
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
40.9K+ 299.2% |
$2.17M - $11.1M
|
54.5K
$2.91M
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
37.3K+ 395.01% |
$1.98M - $10.1M
|
46.8K
$2.5M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
31.5K+ 406.49% |
$1.67M - $8.52M
|
39.2K
$2.1M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
31.1KNew |
$1.66M - $8.43M
|
31.1K
$1.66M
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
29.6K+ 389.46% |
$1.57M - $8M
|
37.1K
$1.98M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.7K+ 3.49% |
$1.47M - $7.48M
|
820K
$43.8M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.1K+ 669.64% |
$1.34M - $6.8M
|
28.9K
$1.54M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.5K+ 401.92% |
$1.25M - $6.35M
|
29.3K
$1.56M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.8K+ 13.77% |
$1.21M - $6.17M
|
188K
$10M
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
22.3K+ 2230.0% |
$1.19M - $6.03M
|
23.3K
$1.24M
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
20.8K+ 409.93% |
$1.11M - $5.64M
|
25.9K
$1.38M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20K+ 388.02% |
$1.06M - $5.42M
|
25.2K
$1.34M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.9KNew |
$1.06M - $5.38M
|
19.9K
$1.06M
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
19.7K+ 419.4% |
$1.05M - $5.32M
|
24.4K
$1.3M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 408.65% |
$1.02M - $5.2M
|
23.9K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19K+ 429.65% |
$1.01M - $5.15M
|
23.5K
$1.25M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1K+ 275.52% |
$963K - $4.9M
|
24.7K
$1.32M
|