Purchases and Sales Made in Q2 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.17KNew |
$300K - $319K
|
5.17K
$310K
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
BUY
|
- |
5.04K+ 8.94% |
$293K - $311K
|
61.4K
$3.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.5KNew |
$261K - $278K
|
4.5K
$270K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.41KNew |
$256K - $272K
|
4.41K
$265K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4.14KNew |
$240K - $256K
|
4.14K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.8KNew |
$220K - $234K
|
3.8K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.77KNew |
$219K - $233K
|
3.77K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.76K+ 3.97% |
$218K - $232K
|
98.3K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.73KNew |
$217K - $230K
|
3.73K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.63KNew |
$211K - $224K
|
3.63K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.5KNew |
$203K - $216K
|
3.5K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.43KNew |
$199K - $212K
|
3.43K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
3.38KNew |
$196K - $208K
|
3.38K
$203K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$196K - $208K
|
3.37K
$202K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.35K+ 4.79% |
$195K - $207K
|
73.3K
$4.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.34KNew |
$194K - $206K
|
3.34K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.32KNew |
$193K - $205K
|
3.32K
$199K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.29KNew |
$191K - $203K
|
3.29K
$198K
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.03K+ 6.29% |
$176K - $187K
|
51.2K
$3.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.51K+ 32.89% |
$146K - $155K
|
10.1K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.4K+ 11.34% |
$139K - $148K
|
23.6K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.34K+ 3.69% |
$136K - $144K
|
65.7K
$3.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.23K+ 5.37% |
$130K - $138K
|
43.8K
$2.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.13K+ 20.11% |
$124K - $131K
|
12.7K
$763K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.09K+ 25.9% |
$122K - $129K
|
10.2K
$611K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.89K+ 30.24% |
$110K - $117K
|
8.14K
$489K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.83KNew |
$106K - $113K
|
1.83K
$110K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.81K+ 8.36% |
$105K - $112K
|
23.5K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.77K+ 36.5% |
$103K - $109K
|
6.62K
$398K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.7K+ 13.08% |
$98.7K - $105K
|
14.7K
$882K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.5K+ 6.98% |
$87.1K - $92.6K
|
23K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.37K+ 0.35% |
$79.6K - $84.7K
|
394K
$23.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.36KNew |
$78.7K - $83.7K
|
1.36K
$81.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 16.46% |
$77.6K - $82.5K
|
9.45K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.25K+ 4.43% |
$72.6K - $77.2K
|
29.5K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.23K+ 0.9% |
$71.3K - $75.9K
|
138K
$8.28M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.2K+ 6.09% |
$69.5K - $73.9K
|
20.8K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 4.47% |
$69.1K - $73.5K
|
27.8K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.1K+ 0.33% |
$64.1K - $68.2K
|
340K
$20.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 4.13% |
$64K - $68K
|
27.8K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1K+ 26.25% |
$58.1K - $61.8K
|
4.81K
$289K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
996+ 3.81% |
$57.8K - $61.5K
|
27.1K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
977+ 3.04% |
$56.7K - $60.3K
|
33.2K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
928+ 0.96% |
$53.9K - $57.3K
|
97.4K
$5.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
875+ 11.06% |
$50.8K - $54K
|
8.78K
$527K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
821+ 1.82% |
$47.7K - $50.7K
|
45.8K
$2.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
807New |
$46.8K - $49.8K
|
807
$48.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
776+ 4.94% |
$45K - $47.9K
|
16.5K
$990K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
756+ 3.57% |
$43.9K - $46.7K
|
22K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
724+ 12.12% |
$42K - $44.7K
|
6.7K
$402K
|