Purchases and Sales Made in Q1 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.86K+ 322.13% |
$478K - $2.43M
|
10.3K
$580K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.86K+ 322.13% |
$478K - $2.43M
|
10.3K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.84KNew |
$477K - $2.43M
|
7.84K
$441K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
7.81K+ 399.85% |
$475K - $2.42M
|
9.77K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.75K+ 388.48% |
$472K - $2.4M
|
9.75K
$549K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.75K+ 344.18% |
$471K - $2.4M
|
10K
$563K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.7K+ 335.86% |
$468K - $2.38M
|
9.99K
$563K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.6KNew |
$462K - $2.36M
|
7.6K
$428K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.57KNew |
$460K - $2.34M
|
7.57K
$426K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.51K+ 417.23% |
$457K - $2.33M
|
9.31K
$524K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.23K+ 451.19% |
$440K - $2.24M
|
8.83K
$497K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7.23K+ 320.97% |
$439K - $2.24M
|
9.48K
$534K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.96K+ 627.3% |
$424K - $2.16M
|
8.07K
$455K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
6.93K+ 400.06% |
$421K - $2.15M
|
8.66K
$488K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
6.9K+ 397.12% |
$420K - $2.14M
|
8.64K
$487K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.87K+ 381.47% |
$418K - $2.13M
|
8.68K
$489K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.87K+ 398.2% |
$418K - $2.13M
|
8.59K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.84K+ 400.0% |
$416K - $2.12M
|
8.55K
$481K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
6.68K+ 400.0% |
$407K - $2.07M
|
8.36K
$471K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.61K+ 366.19% |
$402K - $2.05M
|
8.41K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.59K+ 254.58% |
$401K - $2.04M
|
9.18K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.54K+ 414.65% |
$398K - $2.03M
|
8.12K
$457K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.53KNew |
$397K - $2.02M
|
6.53K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.49KNew |
$395K - $2.01M
|
6.49K
$366K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.47K+ 400.0% |
$393K - $2M
|
8.09K
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.45K+ 423.36% |
$392K - $2M
|
7.98K
$449K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.45K+ 400.0% |
$392K - $2M
|
8.06K
$454K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.32K+ 676.34% |
$384K - $1.96M
|
7.25K
$408K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.3K+ 400.0% |
$383K - $1.95M
|
7.88K
$444K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.24K+ 373.25% |
$379K - $1.93M
|
7.91K
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.19K+ 400.0% |
$376K - $1.92M
|
7.74K
$436K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.15K+ 147.35% |
$374K - $1.9M
|
10.3K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.1K+ 400.0% |
$371K - $1.89M
|
7.63K
$430K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.1K+ 367.89% |
$371K - $1.89M
|
7.75K
$437K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.03K+ 400.0% |
$367K - $1.87M
|
7.54K
$424K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6.02K+ 397.56% |
$366K - $1.86M
|
7.53K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.94K+ 363.12% |
$361K - $1.84M
|
7.57K
$427K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
5.9K+ 370.75% |
$359K - $1.83M
|
7.49K
$422K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.83K+ 400.0% |
$355K - $1.81M
|
7.29K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.78K+ 263.86% |
$351K - $1.79M
|
7.97K
$449K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.73KNew |
$348K - $1.77M
|
5.73K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5.66K+ 400.0% |
$344K - $1.75M
|
7.08K
$399K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.65K+ 450.68% |
$344K - $1.75M
|
6.9K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.64K+ 400.0% |
$343K - $1.75M
|
7.06K
$397K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
5.61K+ 401.5% |
$341K - $1.74M
|
7.01K
$395K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.6K+ 400.0% |
$341K - $1.74M
|
7.01K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.6K+ 400.0% |
$341K - $1.73M
|
7K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.56K+ 269.82% |
$338K - $1.72M
|
7.62K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.53K+ 26323.81% |
$336K - $1.71M
|
5.55K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.39K+ 425.16% |
$328K - $1.67M
|
6.66K
$375K
|