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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.83K+ 400.42% |
$233K - $1.19M
|
4.78K
$286K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.83K+ 401.89% |
$233K - $1.19M
|
4.78K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.82K+ 400.42% |
$232K - $1.18M
|
4.77K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.77K+ 401.28% |
$229K - $1.17M
|
4.71K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.75K+ 515.84% |
$228K - $1.16M
|
4.47K
$268K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.74K+ 400.0% |
$227K - $1.16M
|
4.67K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
3.69K+ 349.81% |
$225K - $1.14M
|
4.75K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3.69K+ 389.14% |
$224K - $1.14M
|
4.64K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.62K+ 391.87% |
$220K - $1.12M
|
4.54K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.6K+ 400.0% |
$219K - $1.12M
|
4.5K
$269K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.6K+ 400.0% |
$219K - $1.12M
|
4.5K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.56K+ 392.6% |
$216K - $1.1M
|
4.46K
$267K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.55K+ 400.11% |
$216K - $1.1M
|
4.44K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.5KNew |
$213K - $1.08M
|
3.5K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.5KNew |
$213K - $1.08M
|
3.5K
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.44K+ 426.83% |
$209K - $1.06M
|
4.24K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.41K+ 400.0% |
$208K - $1.06M
|
4.27K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.37KNew |
$205K - $1.04M
|
3.37K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.32K+ 400.48% |
$202K - $1.03M
|
4.15K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.24K+ 400.0% |
$197K - $1M
|
4.05K
$242K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.24K+ 400.74% |
$197K - $1M
|
4.05K
$242K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
3.2K+ 400.0% |
$195K - $991K
|
4K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.16K+ 400.0% |
$192K - $979K
|
3.95K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.16K+ 390.97% |
$192K - $979K
|
3.97K
$237K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.15K+ 400.0% |
$192K - $976K
|
3.94K
$236K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.15K+ 335.5% |
$191K - $975K
|
4.09K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.14K+ 415.87% |
$191K - $974K
|
3.9K
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.14K+ 380.97% |
$191K - $974K
|
3.97K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.14K+ 400.0% |
$191K - $973K
|
3.93K
$235K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
3.1K+ 400.39% |
$189K - $961K
|
3.88K
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
3.1K+ 400.0% |
$189K - $960K
|
3.88K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.09K+ 400.0% |
$188K - $958K
|
3.87K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.07K+ 400.0% |
$187K - $950K
|
3.84K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.06K+ 400.0% |
$186K - $947K
|
3.82K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.05K+ 279.07% |
$186K - $946K
|
4.15K
$248K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
3K+ 400.0% |
$182K - $929K
|
3.75K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.99K+ 355.36% |
$182K - $925K
|
3.83K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.98K+ 402.97% |
$181K - $924K
|
3.72K
$223K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.96K+ 291.24% |
$180K - $917K
|
3.98K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.95K+ 400.14% |
$179K - $912K
|
3.68K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.92K+ 400.0% |
$178K - $906K
|
3.66K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.88K+ 400.0% |
$175K - $892K
|
3.6K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.81K+ 400.0% |
$171K - $870K
|
3.51K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.8K+ 400.0% |
$171K - $869K
|
3.51K
$210K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.77K+ 400.29% |
$169K - $859K
|
3.47K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.74K+ 377.96% |
$167K - $850K
|
3.47K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.71K+ 400.89% |
$165K - $840K
|
3.39K
$203K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.7K+ 400.0% |
$164K - $836K
|
3.38K
$202K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 400.0% |
$162K - $826K
|
3.34K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.46K+ 400.0% |
$149K - $761K
|
3.07K
$184K
|