Purchases and Sales Made in Q2 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
34+ 0.33% |
$9.08K - $9.72K
|
10.3K
$634K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
33+ 2.78% |
$8.82K - $9.43K
|
1.22K
$75.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 1.32% |
$8.55K - $9.14K
|
2.46K
$152K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 1.23% |
$8.01K - $8.57K
|
2.48K
$153K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
27+ 0.47% |
$7.21K - $7.71K
|
5.75K
$355K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27+ 2.12% |
$7.21K - $7.71K
|
1.3K
$80.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 113.64% |
$6.68K - $7.14K
|
47
$2.91K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$6.41K - $6.86K
|
24
$1.48K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21+ 0.74% |
$5.61K - $6K
|
2.85K
$176K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
20+ 0.88% |
$5.34K - $5.71K
|
2.3K
$142K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
14+ 1.16% |
$3.74K - $4K
|
1.22K
$75.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
13New |
$3.47K - $3.71K
|
13
$804
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$3.47K - $3.71K
|
16.2K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12+ 0.06% |
$3.21K - $3.43K
|
20.4K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12+ 0.84% |
$3.21K - $3.43K
|
1.44K
$88.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.85% |
$3.21K - $3.43K
|
1.43K
$88.1K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
10+ 1.03% |
$2.67K - $2.86K
|
979
$60.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
8+ 0.22% |
$2.14K - $2.29K
|
3.6K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.29% |
$2.14K - $2.29K
|
2.74K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 0.19% |
$2.14K - $2.29K
|
4.23K
$262K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$1.6K - $1.71K
|
2K
$124K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6New |
$1.6K - $1.71K
|
6
$371
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.1% |
$1.34K - $1.43K
|
5.14K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.35% |
$1.07K - $1.14K
|
1.15K
$70.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3+ 0.39% |
$801 - $857
|
778
$48.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2+ 0.16% |
$534 - $571
|
1.22K
$75.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2+ 0.06% |
$534 - $571
|
3.08K
$190K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.14% |
$534 - $571
|
1.42K
$87.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.21% |
$534 - $571
|
966
$59.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.11% |
$267 - $286
|
949
$58.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.13% |
$267 - $286
|
796
$49.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.02% |
$267 - $286
|
6.13K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$267 - $286
|
703
$43.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
1+ 0.12% |
$267 - $286
|
850
$52.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.43% |
$267 - $286
|
236
$14.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.15% |
$267 - $286
|
671
$41.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$267 - $286
|
1.96K
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$267 - $286
|
2.7K
$167K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1- 0.05% |
$267 - $286
|
1.99K
$123K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2- 0.12% |
$534 - $571
|
1.63K
$101K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4- 0.37% |
$1.07K - $1.14K
|
1.08K
$66.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-7- 0.15% |
$1.87K - $2K
|
4.78K
$296K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-7- 0.33% |
$1.87K - $2K
|
2.09K
$129K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 0.14% |
$1.87K - $2K
|
4.85K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-9- 0.78% |
$2.4K - $2.57K
|
1.14K
$70.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 5.26% |
$2.67K - $2.86K
|
180
$11.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-10- 50.0% |
$2.67K - $2.86K
|
10
$618
|
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-12- 1.17% |
$3.21K - $3.43K
|
1.02K
$62.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-15- 41.67% |
$4.01K - $4.29K
|
21
$1.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-16- 0.44% |
$4.27K - $4.57K
|
3.63K
$225K
|