Purchases and Sales Made in Q4 2023 in Ishares Tr (IHF)
This table provides information about the institutional ownership of Ishares Tr (IHF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
114K+ 274.89% |
$27.7M - $30.2M
|
155K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.1K+ 78.53% |
$14.2M - $15.4M
|
132K
$7.06M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
56.5KNew |
$13.7M - $15M
|
56.5K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.3K+ 577.11% |
$8.84M - $9.63M
|
42.6K
$2.28M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
34.4KNew |
$8.37M - $9.11M
|
34.4K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.3K+ 22.58% |
$5.18M - $5.64M
|
115K
$6.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
20.9KNew |
$5.08M - $5.53M
|
20.9K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
10.6KNew |
$2.58M - $2.81M
|
10.6K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.74KNew |
$2.13M - $2.32M
|
8.74K
$467K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.54KNew |
$1.35M - $1.47M
|
5.54K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.73KNew |
$907K - $987K
|
3.73K
$199K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
2.78KNew |
$676K - $736K
|
2.78K
$148K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.35KNew |
$571K - $622K
|
2.35K
$125K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.27K+ 62.02% |
$552K - $601K
|
5.92K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.9KNew |
$462K - $504K
|
1.9K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 19.57% |
$429K - $467K
|
10.8K
$574K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.7KNew |
$415K - $452K
|
1.7K
$91K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.44KNew |
$350K - $381K
|
1.44K
$76.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.42KNew |
$346K - $377K
|
1.42K
$76K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.24KNew |
$302K - $328K
|
1.24K
$66.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.22K+ 40.34% |
$296K - $323K
|
4.24K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.1KNew |
$268K - $292K
|
1.1K
$58.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$248K - $270K
|
1.02K
$54.3K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
959New |
$233K - $254K
|
959
$51.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
937+ 86.36% |
$228K - $248K
|
2.02K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
923+ 9.44% |
$225K - $245K
|
10.7K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
853New |
$208K - $226K
|
853
$45.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
852New |
$207K - $226K
|
852
$45.5K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
852New |
$207K - $226K
|
852
$45.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
808New |
$197K - $214K
|
808
$43.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
772New |
$188K - $205K
|
772
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
727+ 36.21% |
$177K - $193K
|
2.74K
$146K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
606+ 3.78% |
$148K - $161K
|
16.6K
$888K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
579+ 3.78% |
$141K - $153K
|
15.9K
$849K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
572+ 63.07% |
$139K - $152K
|
1.48K
$78.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
503+ 51.59% |
$122K - $133K
|
1.48K
$78.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
458New |
$111K - $121K
|
458
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
449+ 11.27% |
$109K - $119K
|
4.43K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
379+ 30.84% |
$92.3K - $100K
|
1.61K
$85.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
375+ 31.15% |
$91.3K - $99.4K
|
1.58K
$84.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
233+ 76.64% |
$56.7K - $61.7K
|
537
$28.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
206+ 15.03% |
$50.1K - $54.6K
|
1.58K
$84.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
193+ 15.54% |
$47K - $51.1K
|
1.44K
$76.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
168+ 16.41% |
$40.9K - $44.5K
|
1.19K
$63.6K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
143+ 7.48% |
$34.8K - $37.9K
|
2.05K
$110K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
134+ 1.76% |
$32.6K - $35.5K
|
7.75K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
127+ 3.59% |
$30.9K - $33.7K
|
3.66K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
117+ 8.97% |
$28.5K - $31K
|
1.42K
$75.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
114+ 1.33% |
$27.7K - $30.2K
|
8.7K
$464K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
103New |
$25.1K - $27.3K
|
103
$5.5K
|