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 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-5- 0.64% |
$1.3K - $1.42K
|
781
$48.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.7% |
$1.82K - $1.99K
|
989
$61.4K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7- 0.54% |
$1.82K - $1.99K
|
1.29K
$79.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-8- 0.41% |
$2.09K - $2.27K
|
1.97K
$122K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.23% |
$2.35K - $2.55K
|
3.96K
$246K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-10- 0.65% |
$2.61K - $2.84K
|
1.53K
$94.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-14- 1.86% |
$3.65K - $3.97K
|
738
$45.8K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-15- 0.76% |
$3.91K - $4.26K
|
1.95K
$121K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-16- 0.5% |
$4.17K - $4.54K
|
3.21K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 0.86% |
$4.17K - $4.54K
|
1.85K
$114K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21- 3.16% |
$5.47K - $5.96K
|
644
$40K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-21- 1.69% |
$5.47K - $5.96K
|
1.22K
$75.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-22- 14.47% |
$5.73K - $6.24K
|
130
$8.07K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-22- 45.83% |
$5.73K - $6.24K
|
26
$1.61K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-25- 13.81% |
$6.52K - $7.09K
|
156
$9.68K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-25- 1.5% |
$6.52K - $7.09K
|
1.64K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-27- 0.14% |
$7.04K - $7.66K
|
19.8K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-28- 1.32% |
$7.3K - $7.94K
|
2.1K
$130K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-29- 3.38% |
$7.56K - $8.23K
|
829
$51.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-32- 0.48% |
$8.34K - $9.08K
|
6.68K
$414K
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-33- 0.45% |
$8.6K - $9.36K
|
7.3K
$453K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-38- 1.91% |
$9.91K - $10.8K
|
1.96K
$121K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-39- 57.35% |
$10.2K - $11.1K
|
29
$1.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-42- 50.0% |
$10.9K - $11.9K
|
42
$2.61K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-48- 2.99% |
$12.5K - $13.6K
|
1.56K
$96.8K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 2.2% |
$12.8K - $13.9K
|
2.18K
$135K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-50- 17.79% |
$13K - $14.2K
|
231
$14.3K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-50- 5.32% |
$13K - $14.2K
|
890
$55.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-53- 5.96% |
$13.8K - $15K
|
836
$51.9K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-56- 5.79% |
$14.6K - $15.9K
|
912
$56.6K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-68Closed |
$17.7K - $19.3K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-68- 3.74% |
$17.7K - $19.3K
|
1.75K
$109K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-68- 3.76% |
$17.7K - $19.3K
|
1.74K
$108K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70- 4.72% |
$18.2K - $19.9K
|
1.41K
$87.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-70- 15.91% |
$18.2K - $19.9K
|
370
$23K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-73- 0.39% |
$19K - $20.7K
|
18.5K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-75- 2.13% |
$19.5K - $21.3K
|
3.44K
$214K
|
|
|
Apr 11, 2023
Q1 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-79- 7.14% |
$20.6K - $22.4K
|
1.03K
$63.7K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-80- 6.19% |
$20.9K - $22.7K
|
1.21K
$75.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 7.11% |
$22.2K - $24.1K
|
1.11K
$68.9K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-87- 2.06% |
$22.7K - $24.7K
|
4.14K
$257K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-94- 43.72% |
$24.5K - $26.7K
|
121
$7.51K
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-99- 3.65% |
$25.8K - $28.1K
|
2.61K
$162K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-100- 4.76% |
$26.1K - $28.4K
|
2K
$124K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-100- 6.56% |
$26.1K - $28.4K
|
1.42K
$88.4K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-104- 3.09% |
$27.1K - $29.5K
|
3.27K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-104- 8.6% |
$27.1K - $29.5K
|
1.11K
$68.6K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-108- 3.93% |
$28.2K - $30.6K
|
2.64K
$164K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-110- 8.03% |
$28.7K - $31.2K
|
1.26K
$78.2K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-127- 4.82% |
$33.1K - $36K
|
2.51K
$156K
|