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 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
697+ 6.42% |
$40.5K - $43K
|
11.5K
$693K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
680+ 4.18% |
$39.5K - $42K
|
16.9K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
675+ 6.31% |
$39.2K - $41.7K
|
11.4K
$683K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
675New |
$39.2K - $41.7K
|
675
$40.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
647+ 12.94% |
$37.6K - $40K
|
5.65K
$339K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
632+ 402.55% |
$36.7K - $39K
|
789
$47.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
620+ 3.01% |
$36K - $38.3K
|
21.2K
$1.27M
|
|
|
Oct 06, 2025
Q2 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
617+ 2.67% |
$35.8K - $38.1K
|
23.7K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
587+ 4.22% |
$34.1K - $36.2K
|
14.5K
$870K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
565New |
$32.8K - $34.9K
|
565
$33.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
550+ 1.59% |
$31.9K - $34K
|
35.2K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
550+ 1279.07% |
$31.9K - $34K
|
593
$35.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
507+ 281.67% |
$29.4K - $31.3K
|
687
$41.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
505New |
$29.3K - $31.2K
|
505
$30.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
500New |
$29K - $30.9K
|
500
$30K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
411+ 2.45% |
$23.9K - $25.4K
|
17.2K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
406+ 2.88% |
$23.6K - $25.1K
|
14.5K
$871K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
404+ 1.76% |
$23.5K - $24.9K
|
23.4K
$1.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
388New |
$22.5K - $24K
|
388
$23.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
355+ 1.78% |
$20.6K - $21.9K
|
20.3K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
350+ 7.45% |
$20.3K - $21.6K
|
5.05K
$303K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
343+ 7.18% |
$19.9K - $21.2K
|
5.12K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
337+ 2.12% |
$19.6K - $20.8K
|
16.2K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
334+ 8.05% |
$19.4K - $20.6K
|
4.48K
$269K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
330New |
$19.2K - $20.4K
|
330
$19.8K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
316+ 400.0% |
$18.3K - $19.5K
|
395
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
315New |
$18.3K - $19.5K
|
315
$18.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
295+ 1.75% |
$17.1K - $18.2K
|
17.1K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
226+ 1.63% |
$13.1K - $14K
|
14.1K
$846K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
220New |
$12.8K - $13.6K
|
220
$13.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
220+ 2.04% |
$12.8K - $13.6K
|
11K
$659K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
220New |
$12.8K - $13.6K
|
220
$13.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
216+ 1.39% |
$12.5K - $13.3K
|
15.8K
$948K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
203+ 2.51% |
$11.8K - $12.5K
|
8.28K
$497K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$11.6K - $12.4K
|
200
$12K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
179+ 4.59% |
$10.4K - $11.1K
|
4.08K
$245K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
165New |
$9.58K - $10.2K
|
165
$9.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
158+ 0.12% |
$9.17K - $9.76K
|
128K
$7.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 0.18% |
$8.71K - $9.26K
|
81.5K
$4.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
147+ 18.68% |
$8.53K - $9.08K
|
934
$56.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
144+ 0.14% |
$8.36K - $8.89K
|
102K
$6.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
137+ 1.58% |
$7.95K - $8.46K
|
8.81K
$529K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
135+ 562.5% |
$7.84K - $8.34K
|
159
$9.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
122+ 0.2% |
$7.08K - $7.53K
|
60.3K
$3.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
122+ 1.96% |
$7.08K - $7.53K
|
6.34K
$380K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
112New |
$6.5K - $6.92K
|
112
$6.72K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
101+ 0.77% |
$5.86K - $6.24K
|
13.2K
$789K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
100+ 0.47% |
$5.81K - $6.18K
|
21.4K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
94+ 1.65% |
$5.46K - $5.8K
|
5.78K
$347K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
93+ 1.95% |
$5.4K - $5.74K
|
4.87K
$292K
|