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 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
102+ 1.09% |
$24.8K - $27K
|
9.45K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
101+ 8.53% |
$24.6K - $26.8K
|
1.29K
$68.6K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
100+ 69.44% |
$24.3K - $26.5K
|
244
$13K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
96+ 0.67% |
$23.4K - $25.4K
|
14.3K
$764K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
91New |
$22.2K - $24.1K
|
91
$4.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
75New |
$18.3K - $19.9K
|
75
$4K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
73New |
$17.8K - $19.3K
|
73
$3.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
58+ 1450.0% |
$14.1K - $15.4K
|
62
$3.31K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 15.38% |
$11.2K - $12.2K
|
345
$18.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33New |
$8.03K - $8.75K
|
33
$1.76K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
33+ 3.35% |
$8.03K - $8.75K
|
1.02K
$54.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28New |
$6.82K - $7.42K
|
28
$1.49K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
28New |
$6.82K - $7.42K
|
28
$1.49K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
25+ 0.49% |
$6.09K - $6.63K
|
5.08K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24+ 0.41% |
$5.84K - $6.36K
|
5.84K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
18+ 0.45% |
$4.38K - $4.77K
|
4.02K
$214K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
17New |
$4.14K - $4.51K
|
17
$907
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14+ 0.3% |
$3.41K - $3.71K
|
4.71K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
10+ 5.29% |
$2.43K - $2.65K
|
199
$10.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10+ 0.42% |
$2.43K - $2.65K
|
2.39K
$128K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.24% |
$2.19K - $2.39K
|
3.71K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.47% |
$1.7K - $1.86K
|
1.49K
$79.3K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
6+ 0.11% |
$1.46K - $1.59K
|
5.23K
$279K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
5+ 0.03% |
$1.22K - $1.33K
|
17.8K
$949K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4New |
$974 - $1.06K
|
4
$214
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4New |
$974 - $1.06K
|
4
$214
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$974 - $1.06K
|
4
$214
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 2.06% |
$487 - $530
|
99
$5.28K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.34% |
$243 - $265
|
294
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.64% |
$243 - $265
|
157
$8.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.07% |
$243 - $265
|
1.36K
$72.4K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.39% |
$243 - $265
|
260
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 1.61% |
$243 - $265
|
63
$3.36K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3- 0.13% |
$730 - $795
|
2.27K
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 0.21% |
$974 - $1.06K
|
1.91K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6- 0.09% |
$1.46K - $1.59K
|
6.58K
$351K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-10- 1.02% |
$2.43K - $2.65K
|
975
$52K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12- 0.59% |
$2.92K - $3.18K
|
2.01K
$108K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14- 63.64% |
$3.41K - $3.71K
|
8
$427
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 6.6% |
$3.41K - $3.71K
|
198
$10.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20- 2.22% |
$4.87K - $5.3K
|
880
$47K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-29- 2.2% |
$7.06K - $7.69K
|
1.29K
$69K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-36- 87.8% |
$8.76K - $9.54K
|
5
$267
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-40- 4.32% |
$9.74K - $10.6K
|
885
$47.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-42- 0.27% |
$10.2K - $11.1K
|
15.5K
$828K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-51- 2.57% |
$12.4K - $13.5K
|
1.93K
$103K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-54- 4.22% |
$13.1K - $14.3K
|
1.23K
$65.5K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-56- 3.44% |
$13.6K - $14.8K
|
1.57K
$83.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-56- 3.64% |
$13.6K - $14.8K
|
1.48K
$79.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-59- 1.74% |
$14.4K - $15.6K
|
3.33K
$178K
|