Purchases and Sales Made in Q1 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
320+ 51.86% |
$83.4K - $90.8K
|
937
$58.1K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
311+ 3.11% |
$81.1K - $88.2K
|
10.3K
$640K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
290New |
$75.6K - $82.3K
|
290
$18K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
287+ 0.35% |
$74.8K - $81.4K
|
82K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
280+ 3.82% |
$73K - $79.4K
|
7.61K
$472K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
252+ 0.97% |
$65.7K - $71.5K
|
26.1K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
249+ 17.7% |
$64.9K - $70.6K
|
1.66K
$103K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
242+ 1.96% |
$63.1K - $68.7K
|
12.6K
$781K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
239+ 0.57% |
$62.3K - $67.8K
|
42.3K
$2.62M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
216+ 19.6% |
$56.3K - $61.3K
|
1.32K
$81.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
215+ 9.11% |
$56K - $61K
|
2.57K
$160K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
207New |
$54K - $58.7K
|
207
$12.8K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
207+ 2.06% |
$54K - $58.7K
|
10.3K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
206+ 4.53% |
$53.7K - $58.4K
|
4.76K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
199+ 4.74% |
$51.9K - $56.5K
|
4.4K
$273K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
167+ 2.74% |
$43.5K - $47.4K
|
6.26K
$388K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
167+ 1.17% |
$43.5K - $47.4K
|
14.5K
$899K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
162+ 34.99% |
$42.2K - $46K
|
625
$38.8K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
156New |
$40.7K - $44.3K
|
156
$9.68K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
150+ 20.16% |
$39.1K - $42.6K
|
894
$55.5K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
146+ 4.51% |
$38.1K - $41.4K
|
3.38K
$210K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
144+ 282.35% |
$37.5K - $40.9K
|
195
$12.1K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
139+ 3.96% |
$36.2K - $39.4K
|
3.65K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
129+ 1.46% |
$33.6K - $36.6K
|
8.99K
$558K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
127+ 3.99% |
$33.1K - $36K
|
3.31K
$206K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
127+ 19.94% |
$33.1K - $36K
|
764
$47.4K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
124+ 1.36% |
$32.3K - $35.2K
|
9.21K
$572K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
118+ 163.89% |
$30.8K - $33.5K
|
190
$11.8K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
116+ 773.33% |
$30.2K - $32.9K
|
131
$8.13K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
115+ 6.36% |
$30K - $32.6K
|
1.92K
$119K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
114+ 8.49% |
$29.7K - $32.3K
|
1.46K
$90.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
105+ 5.56% |
$27.4K - $29.8K
|
1.99K
$124K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
103+ 1.86% |
$26.8K - $29.2K
|
5.65K
$351K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
100+ 55.56% |
$26.1K - $28.4K
|
280
$17.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$26.1K - $28.4K
|
100
$6.21K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 3.84% |
$26.1K - $28.4K
|
2.7K
$168K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
97+ 5.1% |
$25.3K - $27.5K
|
2K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96+ 3.01% |
$25K - $27.2K
|
3.29K
$204K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
93+ 2.04% |
$24.2K - $26.4K
|
4.65K
$289K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
81+ 3.76% |
$21.1K - $23K
|
2.24K
$139K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
78New |
$20.3K - $22.1K
|
78
$4.84K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
71+ 6.34% |
$18.5K - $20.1K
|
1.19K
$73.8K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
66New |
$17.2K - $18.7K
|
66
$4.1K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
65New |
$16.9K - $18.4K
|
65
$4.03K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51+ 3.23% |
$13.3K - $14.5K
|
1.63K
$101K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
47+ 1.37% |
$12.3K - $13.3K
|
3.47K
$215K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 7.94% |
$10.2K - $11.1K
|
530
$32.9K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
37+ 1.74% |
$9.64K - $10.5K
|
2.16K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.67% |
$8.86K - $9.65K
|
5.13K
$318K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
33+ 0.92% |
$8.6K - $9.36K
|
3.63K
$225K
|