Purchases and Sales Made in Q3 2023 in Ishares Tr (IHF)
This table provides information about the institutional ownership of Ishares Tr (IHF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
402KNew |
$99M - $107M
|
402K
$22M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
6.72K+ 9.53% |
$1.65M - $1.78M
|
77.2K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6K+ 16.46% |
$1.48M - $1.59M
|
42.5K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.57K+ 251.72% |
$1.37M - $1.48M
|
7.78K
$426K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.53K+ 4.55% |
$1.36M - $1.47M
|
127K
$6.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.79KNew |
$1.18M - $1.27M
|
4.79K
$262K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.94K+ 209.47% |
$969K - $1.04M
|
5.82K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.53K+ 18.4% |
$868K - $935K
|
22.7K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
3.53K+ 18.4% |
$868K - $935K
|
22.7K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.15K+ 21.07% |
$530K - $571K
|
12.4K
$677K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.9KNew |
$468K - $503K
|
1.9K
$104K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.72K+ 25.08% |
$424K - $456K
|
8.58K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.54KNew |
$379K - $408K
|
1.54K
$84.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.34KNew |
$329K - $355K
|
1.34K
$73.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.28K+ 24.35% |
$315K - $339K
|
6.54K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.17K+ 6864.71% |
$287K - $309K
|
1.18K
$64.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.13KNew |
$277K - $299K
|
1.13K
$61.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
981New |
$241K - $260K
|
981
$53.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
907New |
$223K - $240K
|
907
$49.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
900New |
$221K - $238K
|
900
$49.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
854+ 5.81% |
$210K - $226K
|
15.6K
$851K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
582+ 3.95% |
$143K - $154K
|
15.3K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
529+ 17.6% |
$130K - $140K
|
3.54K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
481+ 0.86% |
$118K - $127K
|
56.4K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
474+ 1.16% |
$117K - $126K
|
41.4K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
470+ 18.44% |
$116K - $125K
|
3.02K
$165K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
458+ 3.33% |
$113K - $121K
|
14.2K
$778K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
444+ 16.66% |
$109K - $118K
|
3.11K
$170K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
430New |
$106K - $114K
|
430
$23.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
311+ 5.02% |
$76.5K - $82.4K
|
6.51K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
180New |
$44.3K - $47.7K
|
180
$9.85K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
144New |
$35.4K - $38.2K
|
144
$7.88K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$24.6K - $26.5K
|
100
$5.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96+ 0.68% |
$23.6K - $25.4K
|
14.2K
$779K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
96+ 9600.0% |
$23.6K - $25.4K
|
97
$5.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
70+ 0.78% |
$17.2K - $18.5K
|
9K
$492K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
53New |
$13K - $14K
|
53
$2.9K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
44+ 0.17% |
$10.8K - $11.7K
|
25.9K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
39+ 3.14% |
$9.6K - $10.3K
|
1.28K
$70.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
36+ 720.0% |
$8.86K - $9.54K
|
41
$2.24K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26+ 0.28% |
$6.4K - $6.89K
|
9.34K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$6.15K - $6.62K
|
25
$1.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$3.94K - $4.24K
|
16
$875
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 0.77% |
$2.46K - $2.65K
|
1.31K
$71.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8+ 0.61% |
$1.97K - $2.12K
|
1.32K
$72.3K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6+ 13.64% |
$1.48K - $1.59K
|
50
$2.74K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5+ 0.13% |
$1.23K - $1.32K
|
4K
$219K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5New |
$1.23K - $1.32K
|
5
$274
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1- 0.75% |
$246 - $265
|
132
$7.22K
|