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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.76K- 11.74% |
$160K - $170K
|
20.7K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.82K- 8.32% |
$163K - $174K
|
31K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.86K- 2.04% |
$166K - $177K
|
137K
$8.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.88K- 14.7% |
$167K - $178K
|
16.7K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-3K- 39.34% |
$174K - $185K
|
4.63K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.07K- 12.42% |
$178K - $190K
|
21.7K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.13K- 24.95% |
$182K - $193K
|
9.42K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.41K- 22.61% |
$198K - $211K
|
11.7K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.46K- 21.54% |
$201K - $214K
|
12.6K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.74K- 47.67% |
$217K - $231K
|
4.1K
$246K
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.75KClosed |
$218K - $232K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.95K- 14.11% |
$229K - $244K
|
24K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.08K- 47.11% |
$237K - $252K
|
4.58K
$275K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-4.47K- 18.65% |
$260K - $276K
|
19.5K
$1.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-4.55K- 43.01% |
$264K - $281K
|
6.03K
$362K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.68K- 25.72% |
$272K - $289K
|
13.5K
$812K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 39.32% |
$277K - $294K
|
7.36K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.98K- 50.2% |
$289K - $308K
|
4.94K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-5.14K- 23.36% |
$298K - $317K
|
16.9K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.53K- 8.06% |
$321K - $342K
|
63.1K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.45K- 12.59% |
$374K - $398K
|
44.8K
$2.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.5K- 3.69% |
$377K - $401K
|
170K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.72K- 2.17% |
$390K - $415K
|
303K
$18.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-7.69K- 20.82% |
$446K - $475K
|
29.2K
$1.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.91K- 25.1% |
$459K - $488K
|
23.6K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.02K- 22.46% |
$466K - $495K
|
27.7K
$1.66M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.14K- 13.35% |
$473K - $503K
|
52.8K
$3.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.27K- 20.7% |
$480K - $510K
|
31.7K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.66K- 10.87% |
$502K - $535K
|
71K
$4.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.82K- 1.93% |
$570K - $606K
|
498K
$29.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.85K- 44.65% |
$572K - $608K
|
12.2K
$733K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.5K- 0.84% |
$725K - $772K
|
1.48M
$89M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.5K- 26.77% |
$726K - $772K
|
34.2K
$2.05M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.1K- 56.59% |
$875K - $931K
|
11.6K
$694K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.2K- 4.51% |
$1M - $1.06M
|
365K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-18.1K- 29.59% |
$1.05M - $1.12M
|
43K
$2.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-23.2K- 73.73% |
$1.35M - $1.43M
|
8.26K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.7K- 4.96% |
$1.43M - $1.52M
|
472K
$28.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35.2K- 18.87% |
$2.04M - $2.17M
|
151K
$9.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-39.7K- 8.49% |
$2.3M - $2.45M
|
428K
$25.7M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.1K- 2.59% |
$3.31M - $3.52M
|
2.15M
$129M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-83.6K- 7.63% |
$4.85M - $5.16M
|
1.01M
$60.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-145K- 30.6% |
$8.39M - $8.93M
|
328K
$19.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-190K- 33.5% |
$11M - $11.7M
|
376K
$22.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-267K- 18.33% |
$15.5M - $16.5M
|
1.19M
$71.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.15M- 34.87% |
$66.7M - $71M
|
2.15M
$129M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.15M- 34.87% |
$66.7M - $71M
|
2.15M
$129M
|