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 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-129- 62.93% |
$33.6K - $36.6K
|
76
$4.72K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-129- 5.71% |
$33.6K - $36.6K
|
2.13K
$132K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-130- 58.04% |
$33.9K - $36.9K
|
94
$5.83K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-130- 3.38% |
$33.9K - $36.9K
|
3.72K
$231K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-135- 2.32% |
$35.2K - $38.3K
|
5.69K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-145- 10.87% |
$37.8K - $41.1K
|
1.19K
$73.8K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-146- 2.22% |
$38.1K - $41.4K
|
6.44K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-149- 1.03% |
$38.8K - $42.3K
|
14.3K
$885K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-149- 5.17% |
$38.8K - $42.3K
|
2.73K
$170K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-150- 54.95% |
$39.1K - $42.6K
|
123
$7.63K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-150- 9.68% |
$39.1K - $42.6K
|
1.4K
$86.9K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-159- 6.57% |
$41.4K - $45.1K
|
2.26K
$140K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-165- 5.95% |
$43K - $46.8K
|
2.61K
$162K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-170- 7.83% |
$44.3K - $48.2K
|
2K
$124K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-175- 3.52% |
$45.6K - $49.7K
|
4.79K
$297K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-176- 4.84% |
$45.9K - $49.9K
|
3.46K
$215K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-176- 4.84% |
$45.9K - $49.9K
|
3.46K
$215K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-189- 5.29% |
$49.3K - $53.6K
|
3.38K
$210K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-199- 40.95% |
$51.9K - $56.5K
|
287
$17.8K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-200- 6.71% |
$52.1K - $56.7K
|
2.78K
$172K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-201- 5.58% |
$52.4K - $57K
|
3.4K
$211K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-209- 10.37% |
$54.5K - $59.3K
|
1.81K
$112K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-231- 16.31% |
$60.2K - $65.5K
|
1.19K
$73.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-238- 3.76% |
$62K - $67.5K
|
6.1K
$378K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-242- 14.64% |
$63.1K - $68.7K
|
1.41K
$87.6K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-257- 15.51% |
$67K - $72.9K
|
1.4K
$86.9K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-259- 7.74% |
$67.5K - $73.5K
|
3.09K
$192K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-274- 12.03% |
$71.4K - $77.7K
|
2K
$124K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-276- 12.27% |
$71.9K - $78.3K
|
1.97K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-280- 4.37% |
$73K - $79.4K
|
6.13K
$380K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-290- 8.73% |
$75.6K - $82.3K
|
3.03K
$188K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-301- 96.17% |
$78.5K - $85.4K
|
12
$745
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-311- 3.02% |
$81.1K - $88.2K
|
10K
$621K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-312- 11.66% |
$81.3K - $88.5K
|
2.36K
$147K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-312- 15.63% |
$81.3K - $88.5K
|
1.68K
$104K
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-326- 1.55% |
$85K - $92.5K
|
20.8K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-332- 20.69% |
$86.5K - $94.2K
|
1.27K
$79K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-341- 2.44% |
$88.9K - $96.7K
|
13.6K
$845K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-363- 4.41% |
$94.6K - $103K
|
7.88K
$489K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-370- 24.31% |
$96.4K - $105K
|
1.15K
$71.5K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-403- 8.12% |
$105K - $114K
|
4.56K
$283K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-407- 12.01% |
$106K - $115K
|
2.98K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-429- 20.71% |
$112K - $122K
|
1.64K
$102K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-431- 29.7% |
$112K - $122K
|
1.02K
$63.3K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-431- 15.06% |
$112K - $122K
|
2.43K
$151K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-432- 13.4% |
$113K - $123K
|
2.79K
$173K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-458- 33.38% |
$119K - $130K
|
914
$56.7K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-492- 14.87% |
$128K - $140K
|
2.82K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-500- 74.85% |
$130K - $142K
|
168
$10.4K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-568- 21.61% |
$148K - $161K
|
2.06K
$128K
|