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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.31K- 10.39% |
$349K - $373K
|
11.3K
$697K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.33K- 40.22% |
$356K - $381K
|
1.98K
$122K
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.35K- 3.73% |
$360K - $385K
|
34.8K
$2.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.42K- 6.44% |
$380K - $407K
|
20.7K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.51K- 4.08% |
$404K - $432K
|
35.5K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.51K- 6.04% |
$404K - $432K
|
23.5K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.59K- 97.67% |
$425K - $455K
|
38
$2.35K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-1.69K- 24.45% |
$452K - $483K
|
5.23K
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.05K- 0.83% |
$547K - $585K
|
244K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.11K- 18.36% |
$564K - $603K
|
9.39K
$580K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.25KClosed |
$600K - $641K
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.48K- 8.31% |
$662K - $708K
|
27.3K
$1.69M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.35K- 2.6% |
$895K - $958K
|
125K
$7.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.39K- 13.51% |
$906K - $969K
|
21.7K
$1.34M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.42K- 56.01% |
$912K - $976K
|
2.68K
$166K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.68K- 4.73% |
$982K - $1.05M
|
74K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.71K- 79.48% |
$990K - $1.06M
|
957
$59.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.16K- 38.44% |
$1.11M - $1.19M
|
6.67K
$412K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 72.91% |
$1.13M - $1.21M
|
1.57K
$97.1K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.53K- 78.38% |
$1.21M - $1.29M
|
1.25K
$77.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.74K- 2.01% |
$1.27M - $1.35M
|
231K
$14.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.37K- 5.34% |
$1.43M - $1.53M
|
95.2K
$5.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.93K- 56.27% |
$1.58M - $1.69M
|
4.61K
$285K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.16K- 34.35% |
$2.18M - $2.33M
|
15.6K
$964K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-8.24K- 80.0% |
$2.2M - $2.35M
|
2.06K
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9K- 18.0% |
$2.4M - $2.57M
|
41K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 77.22% |
$2.99M - $3.2M
|
3.3K
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.2K- 19.15% |
$5.66M - $6.05M
|
89.4K
$5.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.7K- 58.49% |
$5.79M - $6.19M
|
15.4K
$951K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.2K- 5.87% |
$6.46M - $6.91M
|
388K
$24M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.4K- 39.87% |
$6.53M - $6.98M
|
36.9K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.7K- 78.34% |
$6.86M - $7.34M
|
7.1K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-28.7K- 84.11% |
$7.68M - $8.21M
|
5.43K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34K- 14.87% |
$9.09M - $9.73M
|
195K
$12M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-70.9K- 92.86% |
$18.9M - $20.2M
|
5.45K
$337K
|