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
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-130- 3.59% |
$34.7K - $37.1K
|
3.5K
$216K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-147- 14.86% |
$39.3K - $42K
|
842
$52.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-149- 7.46% |
$39.8K - $42.6K
|
1.85K
$114K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-150- 64.94% |
$40.1K - $42.9K
|
81
$5.01K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-150- 8.62% |
$40.1K - $42.9K
|
1.59K
$98.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-153- 3.92% |
$40.9K - $43.7K
|
3.75K
$232K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-171- 10.59% |
$45.7K - $48.9K
|
1.44K
$89.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-176- 4.26% |
$47K - $50.3K
|
3.96K
$245K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-180- 27.52% |
$48.1K - $51.4K
|
474
$29.3K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-181- 5.23% |
$48.4K - $51.7K
|
3.28K
$203K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-181- 5.23% |
$48.4K - $51.7K
|
3.28K
$203K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-182- 12.02% |
$48.6K - $52K
|
1.33K
$82.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-182- 6.57% |
$48.6K - $52K
|
2.59K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-183- 15.1% |
$48.9K - $52.3K
|
1.03K
$63.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-189- 0.23% |
$50.5K - $54K
|
81.8K
$5.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-192- 8.41% |
$51.3K - $54.9K
|
2.09K
$129K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-193- 51.6% |
$51.6K - $55.1K
|
181
$11.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-202- 7.0% |
$54K - $57.7K
|
2.68K
$166K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-227- 1.09% |
$60.6K - $64.9K
|
20.5K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-234- 11.46% |
$62.5K - $66.9K
|
1.81K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-239- 0.57% |
$63.8K - $68.3K
|
42K
$2.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-244- 9.36% |
$65.2K - $69.7K
|
2.36K
$146K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-245- 4.94% |
$65.4K - $70K
|
4.71K
$291K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-262- 10.26% |
$70K - $74.9K
|
2.29K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-271- 13.69% |
$72.4K - $77.4K
|
1.71K
$106K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-276- 15.76% |
$73.7K - $78.9K
|
1.48K
$91.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-277- 8.74% |
$74K - $79.1K
|
2.89K
$179K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-291- 8.38% |
$77.7K - $83.2K
|
3.18K
$197K
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-310- 3.76% |
$82.8K - $88.6K
|
7.93K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-322- 11.4% |
$86K - $92K
|
2.5K
$155K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-323- 1.57% |
$86.3K - $92.3K
|
20.2K
$1.25M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-355- 23.01% |
$94.8K - $101K
|
1.19K
$73.4K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-405- 18.57% |
$108K - $116K
|
1.78K
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-428- 10.8% |
$114K - $122K
|
3.53K
$218K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-440- 6.72% |
$118K - $126K
|
6.11K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-449- 9.92% |
$120K - $128K
|
4.08K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-452- 16.96% |
$121K - $129K
|
2.21K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-480- 24.97% |
$128K - $137K
|
1.44K
$89.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-505- 15.38% |
$135K - $144K
|
2.78K
$172K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-507- 21.46% |
$135K - $145K
|
1.86K
$115K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-753- 4.07% |
$201K - $215K
|
17.7K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-806- 7.82% |
$215K - $230K
|
9.51K
$588K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-809- 4.38% |
$216K - $231K
|
17.7K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-810- 14.25% |
$216K - $231K
|
4.88K
$301K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-909- 7.69% |
$243K - $260K
|
10.9K
$674K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-963- 55.31% |
$257K - $275K
|
778
$48.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.04K- 41.49% |
$279K - $298K
|
1.47K
$90.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.15K- 4.37% |
$308K - $329K
|
25.2K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.22K- 18.97% |
$326K - $349K
|
5.22K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.29K- 9.33% |
$344K - $368K
|
12.5K
$774K
|