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 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-6Closed |
$1.48K - $1.59K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6- 0.31% |
$1.48K - $1.59K
|
1.92K
$101K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.52% |
$2.46K - $2.65K
|
1.91K
$101K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 21.28% |
$2.46K - $2.65K
|
37
$1.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-13- 1.34% |
$3.2K - $3.44K
|
955
$50.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.9% |
$3.94K - $4.24K
|
1.76K
$92.9K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-20Closed |
$4.92K - $5.3K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-20- 3.37% |
$4.92K - $5.3K
|
574
$30.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 24.39% |
$4.92K - $5.3K
|
62
$3.27K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-25- 1.51% |
$6.15K - $6.62K
|
1.63K
$86K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 10.55% |
$6.15K - $6.62K
|
212
$11.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-30- 0.88% |
$7.38K - $7.95K
|
3.39K
$179K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31- 0.67% |
$7.63K - $8.21K
|
4.61K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 1.25% |
$7.88K - $8.48K
|
2.54K
$134K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-39- 2.7% |
$9.6K - $10.3K
|
1.41K
$74.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39- 1.56% |
$9.6K - $10.3K
|
2.47K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49- 0.86% |
$12.1K - $13K
|
5.66K
$299K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-50- 25.0% |
$12.3K - $13.2K
|
150
$7.92K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-51- 3.48% |
$12.6K - $13.5K
|
1.41K
$74.7K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-60- 2.94% |
$14.8K - $15.9K
|
1.98K
$105K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-71- 3.76% |
$17.5K - $18.8K
|
1.82K
$96K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-88- 2.56% |
$21.7K - $23.3K
|
3.35K
$177K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-88- 2.35% |
$21.7K - $23.3K
|
3.66K
$193K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-111- 0.59% |
$27.3K - $29.4K
|
18.8K
$992K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-115- 58.97% |
$28.3K - $30.5K
|
80
$4.22K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-125- 1.61% |
$30.8K - $33.1K
|
7.66K
$405K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-126- 8.22% |
$31K - $33.4K
|
1.41K
$74.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-126- 9.3% |
$31K - $33.4K
|
1.23K
$64.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-157- 8.32% |
$38.6K - $41.6K
|
1.73K
$91.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-176- 20.25% |
$43.3K - $46.6K
|
693
$36.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-177- 2.41% |
$43.6K - $46.9K
|
7.17K
$379K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-185- 7.21% |
$45.5K - $49K
|
2.38K
$126K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-196- 1.33% |
$48.2K - $51.9K
|
14.6K
$769K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-232- 15.74% |
$57.1K - $61.5K
|
1.24K
$65.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-243- 75.94% |
$59.8K - $64.4K
|
77
$4.07K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-286- 12.37% |
$70.4K - $75.8K
|
2.03K
$107K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-287- 17.31% |
$70.6K - $76.1K
|
1.37K
$72.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-298- 6.72% |
$73.3K - $79K
|
4.14K
$218K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-314- 10.35% |
$77.3K - $83.2K
|
2.72K
$144K
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-324- 3.21% |
$79.7K - $85.9K
|
9.78K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-346- 7.99% |
$85.2K - $91.7K
|
3.98K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-362- 6.36% |
$89.1K - $95.9K
|
5.33K
$281K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-410- 2.37% |
$101K - $109K
|
16.9K
$893K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-452- 55.19% |
$111K - $120K
|
367
$19.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-454- 30.72% |
$112K - $120K
|
1.02K
$54.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-478- 5.91% |
$118K - $127K
|
7.62K
$402K
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-800Closed |
$197K - $212K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-846- 15.28% |
$208K - $224K
|
4.69K
$248K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.15K- 5.39% |
$284K - $306K
|
20.3K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.34K- 28.07% |
$330K - $355K
|
3.43K
$181K
|