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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.53K+ 26323.81% |
$336K - $1.71M
|
5.55K
$333K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.39K+ 425.16% |
$328K - $1.67M
|
6.66K
$400K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
5.33K+ 388.35% |
$324K - $1.65M
|
6.71K
$402K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.33K+ 400.0% |
$324K - $1.65M
|
6.66K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
5.33KNew |
$324K - $1.65M
|
5.33K
$320K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.27KNew |
$320K - $1.63M
|
5.27K
$316K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.25K+ 729.58% |
$320K - $1.63M
|
5.97K
$358K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
5.23K+ 399.24% |
$318K - $1.62M
|
6.54K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.21K+ 400.08% |
$317K - $1.61M
|
6.51K
$391K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
5.19K+ 381.6% |
$315K - $1.61M
|
6.55K
$393K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.17KNew |
$315K - $1.6M
|
5.17K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.09K+ 400.08% |
$310K - $1.58M
|
6.37K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.06K+ 285.46% |
$308K - $1.57M
|
6.84K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.01KNew |
$305K - $1.55M
|
5.01K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5K+ 400.0% |
$304K - $1.55M
|
6.25K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5K+ 398.01% |
$304K - $1.55M
|
6.25K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.96K+ 397.12% |
$302K - $1.54M
|
6.21K
$373K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
4.95K+ 401.22% |
$301K - $1.53M
|
6.18K
$371K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.93K+ 363.47% |
$300K - $1.53M
|
6.28K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.9K+ 400.0% |
$298K - $1.52M
|
6.13K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
4.83K+ 443.89% |
$294K - $1.5M
|
5.92K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.83K+ 446.44% |
$294K - $1.49M
|
5.91K
$355K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.66K+ 589.87% |
$283K - $1.44M
|
5.45K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.65K+ 400.09% |
$283K - $1.44M
|
5.82K
$349K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.64KNew |
$282K - $1.44M
|
4.64K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
4.64K+ 415.22% |
$282K - $1.44M
|
5.76K
$345K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.53K+ 400.0% |
$275K - $1.4M
|
5.66K
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 400.0% |
$274K - $1.39M
|
5.63K
$338K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.45K+ 360.57% |
$271K - $1.38M
|
5.69K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 390.62% |
$269K - $1.37M
|
5.54K
$333K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.37K+ 400.0% |
$266K - $1.35M
|
5.46K
$328K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.36K+ 400.0% |
$265K - $1.35M
|
5.46K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.32K+ 400.0% |
$263K - $1.34M
|
5.4K
$324K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.3K+ 400.0% |
$262K - $1.33M
|
5.38K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.23K+ 288.93% |
$257K - $1.31M
|
5.69K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.21K+ 362.25% |
$256K - $1.31M
|
5.38K
$323K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.21K+ 400.1% |
$256K - $1.3M
|
5.26K
$316K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.19K+ 400.0% |
$255K - $1.3M
|
5.24K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.15K+ 338.83% |
$253K - $1.29M
|
5.38K
$323K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.15K+ 377.27% |
$252K - $1.29M
|
5.25K
$315K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.12KNew |
$251K - $1.28M
|
4.12K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4.1K+ 394.23% |
$249K - $1.27M
|
5.14K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4K+ 439.67% |
$243K - $1.24M
|
4.91K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$300K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$300K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$300K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.99K+ 353.06% |
$242K - $1.23M
|
5.12K
$307K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.97KNew |
$241K - $1.23M
|
3.97K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.93KNew |
$239K - $1.22M
|
3.93K
$236K
|