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 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-569- 8.18% |
$148K - $161K
|
6.39K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-578- 4.02% |
$151K - $164K
|
13.8K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-604- 8.71% |
$157K - $171K
|
6.33K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-616- 2.72% |
$161K - $175K
|
22K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-651- 2.25% |
$170K - $185K
|
28.3K
$1.59M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-690- 3.6% |
$180K - $196K
|
18.5K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-705- 6.46% |
$184K - $200K
|
10.2K
$575K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-716- 45.58% |
$187K - $203K
|
855
$48.2K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-721- 16.65% |
$188K - $205K
|
3.61K
$203K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-901- 0.58% |
$235K - $256K
|
153K
$8.63M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-901- 0.58% |
$235K - $256K
|
153K
$8.63M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.01K- 49.98% |
$262K - $286K
|
1.01K
$56.8K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.04K- 33.83% |
$272K - $296K
|
2.04K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.16K- 64.53% |
$301K - $328K
|
635
$35.8K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.26K- 19.49% |
$327K - $356K
|
5.19K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 3.52% |
$352K - $383K
|
37K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.37K- 6.29% |
$357K - $388K
|
20.4K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.42K- 54.05% |
$370K - $403K
|
1.21K
$68K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 19.94% |
$376K - $410K
|
5.8K
$327K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.72K- 14.03% |
$448K - $488K
|
10.5K
$593K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.75K- 43.52% |
$457K - $498K
|
2.28K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.02K- 14.8% |
$528K - $574K
|
11.7K
$656K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.03K- 27.62% |
$529K - $575K
|
5.31K
$299K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.04K- 4.6% |
$532K - $579K
|
42.3K
$2.38M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-2.07K- 23.0% |
$539K - $586K
|
6.92K
$390K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.11K- 15.48% |
$549K - $598K
|
11.5K
$648K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.21K- 2.77% |
$577K - $628K
|
77.7K
$4.38M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.57K- 82.89% |
$669K - $728K
|
530
$29.9K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.64K- 2.33% |
$687K - $748K
|
111K
$6.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.34K- 30.21% |
$869K - $946K
|
7.71K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-3.38K- 69.07% |
$881K - $959K
|
1.51K
$85.3K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.06K- 13.96% |
$1.06M - $1.15M
|
25K
$1.41M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.24K- 80.55% |
$1.1M - $1.2M
|
1.02K
$57.6K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.54K- 44.11% |
$1.18M - $1.29M
|
5.75K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-5.3K- 44.54% |
$1.38M - $1.5M
|
6.6K
$372K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 7.61% |
$1.49M - $1.63M
|
69.5K
$3.92M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.15K- 2.44% |
$1.6M - $1.74M
|
246K
$13.8M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-7.01K- 81.14% |
$1.83M - $1.99M
|
1.63K
$91.8K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-10K- 76.92% |
$2.61M - $2.84M
|
3K
$169K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 19.85% |
$2.78M - $3.02M
|
43K
$2.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-13.8K- 87.81% |
$3.59M - $3.91M
|
1.91K
$108K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.8K- 5.9% |
$3.85M - $4.2M
|
236K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.9K- 3.84% |
$4.93M - $5.37M
|
474K
$26.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.5K- 17.94% |
$7.17M - $7.8M
|
126K
$7.08M
|
|
|
Apr 10, 2025
Q1 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-29.8K- 92.71% |
$7.76M - $8.44M
|
2.34K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.7K- 12.5% |
$8.52M - $9.27M
|
229K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-52.9K- 15.13% |
$13.8M - $15M
|
297K
$16.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-79.3K- 83.87% |
$20.7M - $22.5M
|
15.2K
$859K
|