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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
29+ 0.6% |
$7.56K - $8.23K
|
4.86K
$300K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
28+ 1.24% |
$7.3K - $7.94K
|
2.28K
$141K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24+ 1.92% |
$6.26K - $6.81K
|
1.27K
$78.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22+ 2.38% |
$5.73K - $6.24K
|
948
$58.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
21New |
$5.47K - $5.96K
|
21
$1.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
20+ 0.27% |
$5.21K - $5.67K
|
7.4K
$457K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 9.9% |
$5.21K - $5.67K
|
222
$13.7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19New |
$4.95K - $5.39K
|
19
$1.17K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.91% |
$4.69K - $5.11K
|
2K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
17+ 2.19% |
$4.43K - $4.82K
|
795
$49.1K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15+ 0.62% |
$3.91K - $4.26K
|
2.45K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 1.3% |
$3.65K - $3.97K
|
1.09K
$67.6K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
13+ 0.05% |
$3.39K - $3.69K
|
23.8K
$1.47M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
13+ 0.55% |
$3.39K - $3.69K
|
2.38K
$147K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.31% |
$3.39K - $3.69K
|
4.23K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11+ 0.48% |
$2.87K - $3.12K
|
2.29K
$142K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
10+ 0.17% |
$2.61K - $2.84K
|
5.9K
$365K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
10+ 1.12% |
$2.61K - $2.84K
|
900
$55.6K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$2.61K - $2.84K
|
10
$618
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 0.19% |
$2.35K - $2.55K
|
4.81K
$297K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.3% |
$2.09K - $2.27K
|
2.72K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8New |
$2.09K - $2.27K
|
8
$495
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
8+ 0.23% |
$2.09K - $2.27K
|
3.52K
$218K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
7+ 0.33% |
$1.82K - $1.99K
|
2.11K
$130K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.27% |
$1.82K - $1.99K
|
2.56K
$158K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6+ 0.34% |
$1.56K - $1.7K
|
1.78K
$110K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5+ 1.5% |
$1.3K - $1.42K
|
338
$20.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
5+ 0.6% |
$1.3K - $1.42K
|
840
$51.9K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.2% |
$1.04K - $1.13K
|
1.98K
$122K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4+ 0.37% |
$1.04K - $1.13K
|
1.08K
$66.8K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.13% |
$782 - $851
|
2.28K
$141K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.24% |
$521 - $567
|
819
$50.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$521 - $567
|
2
$124
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.3% |
$521 - $567
|
670
$41.4K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.21% |
$521 - $567
|
964
$59.6K
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
BUY
|
- |
1+ 0.11% |
$261 - $284
|
879
$54.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$261 - $284
|
154
$9.52K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.07% |
$261 - $284
|
1.35K
$83.2K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1New |
$261 - $284
|
1
$61.8
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.11% |
$261 - $284
|
941
$58.2K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.07% |
$261 - $284
|
1.5K
$92.8K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 12.5% |
$261 - $284
|
9
$556
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.04% |
$261 - $284
|
2.28K
$141K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
1+ 0.12% |
$261 - $284
|
849
$52.5K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.12% |
$261 - $284
|
816
$50.4K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 4.35% |
$261 - $284
|
22
$1.36K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.42% |
$261 - $284
|
235
$14.5K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1- 0.09% |
$261 - $284
|
1.09K
$67.6K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 4.35% |
$261 - $284
|
22
$1.36K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2- 0.07% |
$521 - $567
|
2.92K
$180K
|