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 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
800+ 400.0% |
$48.7K - $248K
|
1K
$60K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
796+ 390.2% |
$48.4K - $247K
|
1K
$60K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
712+ 400.0% |
$43.3K - $221K
|
890
$53.4K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
668+ 400.0% |
$40.6K - $207K
|
835
$50.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
645New |
$39.2K - $200K
|
645
$38.7K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
632+ 400.0% |
$38.4K - $196K
|
790
$47.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
629+ 398.1% |
$38.3K - $195K
|
787
$47.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
624+ 402.58% |
$38K - $193K
|
779
$46.8K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
622+ 381.6% |
$37.8K - $193K
|
785
$47.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
603+ 1884.38% |
$36.7K - $187K
|
635
$38.1K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
600+ 400.0% |
$36.5K - $186K
|
750
$45K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
540+ 400.0% |
$32.8K - $167K
|
675
$40.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
523+ 443.22% |
$31.8K - $162K
|
641
$38.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
500New |
$30.4K - $155K
|
500
$30K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
480+ 129.73% |
$29.2K - $149K
|
850
$51K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
468+ 400.0% |
$28.5K - $145K
|
585
$35.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
460+ 400.0% |
$28K - $142K
|
575
$34.5K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
436+ 400.0% |
$26.5K - $135K
|
545
$32.7K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
425New |
$25.9K - $132K
|
425
$25.5K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
400+ 400.0% |
$24.3K - $124K
|
500
$30K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400+ 400.0% |
$24.3K - $124K
|
500
$30K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
400+ 400.0% |
$24.3K - $124K
|
500
$30K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
385+ 550.0% |
$23.4K - $119K
|
455
$27.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
371+ 403.26% |
$22.6K - $115K
|
463
$27.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
360+ 360.0% |
$21.9K - $112K
|
460
$27.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
330+ 27.48% |
$20.1K - $102K
|
1.53K
$91.9K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
324+ 400.0% |
$19.7K - $100K
|
405
$24.3K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
300+ 400.0% |
$18.2K - $92.9K
|
375
$22.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
288+ 400.0% |
$17.5K - $89.2K
|
360
$21.6K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
276+ 400.0% |
$16.8K - $85.5K
|
345
$20.7K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
276+ 400.0% |
$16.8K - $85.5K
|
345
$20.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
272+ 400.0% |
$16.5K - $84.3K
|
340
$20.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
264+ 400.0% |
$16.1K - $81.8K
|
330
$19.8K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
264+ 400.0% |
$16.1K - $81.8K
|
330
$19.8K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
260+ 400.0% |
$15.8K - $80.5K
|
325
$19.5K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
260+ 400.0% |
$15.8K - $80.5K
|
325
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
250New |
$15.2K - $77.4K
|
250
$15K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
248+ 400.0% |
$15.1K - $76.8K
|
310
$18.6K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
244+ 400.0% |
$14.8K - $75.6K
|
305
$18.3K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
240+ 400.0% |
$14.6K - $74.3K
|
300
$18K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
240+ 400.0% |
$14.6K - $74.3K
|
300
$18K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
224+ 120.43% |
$13.6K - $69.4K
|
410
$24.6K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
221+ 248.31% |
$13.4K - $68.5K
|
310
$18.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
220New |
$13.4K - $68.2K
|
220
$13.2K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
220New |
$13.4K - $68.2K
|
220
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
220+ 400.0% |
$13.4K - $68.2K
|
275
$16.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
204+ 400.0% |
$12.4K - $63.2K
|
255
$15.3K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 400.0% |
$12.2K - $62K
|
250
$15K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
188+ 400.0% |
$11.4K - $58.2K
|
235
$14.1K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
176+ 400.0% |
$10.7K - $54.5K
|
220
$13.2K
|