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 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.77K+ 400.29% |
$169K - $859K
|
3.47K
$208K
|
|
|
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
$203K
|
|
|
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
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.45K+ 180.97% |
$149K - $760K
|
3.81K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.45K+ 380.9% |
$149K - $760K
|
3.1K
$186K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2.38K+ 400.0% |
$145K - $739K
|
2.98K
$179K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.25K+ 350.93% |
$137K - $698K
|
2.9K
$174K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.25K+ 107.91% |
$137K - $697K
|
4.34K
$260K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 198.48% |
$135K - $688K
|
3.34K
$200K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 174.34% |
$134K - $680K
|
3.45K
$207K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.05K+ 73.29% |
$125K - $636K
|
4.85K
$291K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.94KNew |
$118K - $601K
|
1.94K
$116K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.94K+ 400.0% |
$118K - $601K
|
2.43K
$146K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.92K+ 400.0% |
$117K - $594K
|
2.4K
$144K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.9K+ 400.0% |
$115K - $587K
|
2.37K
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.84K+ 400.0% |
$112K - $570K
|
2.3K
$138K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
1.83K+ 64.66% |
$111K - $567K
|
4.66K
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.77K+ 400.0% |
$108K - $549K
|
2.22K
$133K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.72K+ 400.47% |
$105K - $532K
|
2.15K
$129K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.7K+ 400.0% |
$104K - $528K
|
2.13K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.67K+ 400.0% |
$102K - $518K
|
2.09K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.67K+ 400.0% |
$102K - $518K
|
2.09K
$125K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.67K+ 400.0% |
$101K - $517K
|
2.09K
$125K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.66KNew |
$101K - $514K
|
1.66K
$99.6K
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.6K+ 400.0% |
$97.3K - $496K
|
2K
$120K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.6K+ 400.0% |
$97.3K - $496K
|
2K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.57K+ 334.04% |
$95.5K - $486K
|
2.04K
$122K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.57K+ 1110.64% |
$95.3K - $485K
|
1.71K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53KNew |
$92.8K - $472K
|
1.53K
$91.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$90K - $458K
|
1.48K
$88.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.47K+ 3117.02% |
$89.1K - $454K
|
1.51K
$90.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.33K+ 392.6% |
$80.7K - $411K
|
1.67K
$99.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.3K+ 400.0% |
$79.1K - $403K
|
1.63K
$97.5K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 375.07% |
$77.8K - $396K
|
1.62K
$97.2K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.27K+ 400.0% |
$77.4K - $394K
|
1.59K
$95.4K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.2K+ 400.0% |
$73K - $372K
|
1.5K
$90K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.2KNew |
$73K - $372K
|
1.2K
$72K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.19KNew |
$72.6K - $370K
|
1.19K
$71.6K
|
|
|
Sep 24, 2025
Q1 2024
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.17K+ 43.01% |
$71.2K - $362K
|
3.89K
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
1.07K+ 382.14% |
$65.1K - $331K
|
1.35K
$81K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.06K+ 400.0% |
$64.7K - $330K
|
1.33K
$79.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1K+ 400.0% |
$60.8K - $310K
|
1.25K
$75K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
944+ 400.0% |
$57.4K - $292K
|
1.18K
$70.8K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
890+ 372.38% |
$54.1K - $276K
|
1.13K
$67.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
828+ 400.0% |
$50.4K - $256K
|
1.04K
$62.1K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
805+ 402.5% |
$49K - $249K
|
1.01K
$60.3K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
800+ 400.0% |
$48.7K - $248K
|
1K
$60K
|