Purchases and Sales Made in Q3 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
364KNew |
$98.4M - $104M
|
364K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108K+ 96.09% |
$29.2M - $31M
|
221K
$13.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
95KNew |
$25.7M - $27.2M
|
95K
$5.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
65.8K+ 4048.09% |
$17.8M - $18.9M
|
67.4K
$4.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38.8KNew |
$10.5M - $11.1M
|
38.8K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.6K+ 459.45% |
$8.81M - $9.34M
|
39.7K
$2.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.5K+ 39.89% |
$7.97M - $8.45M
|
104K
$6.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.5K+ 239.97% |
$7.96M - $8.45M
|
41.8K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
25.8KNew |
$6.98M - $7.4M
|
25.8K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
22.7K+ 28.52% |
$6.13M - $6.51M
|
102K
$6.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.6KNew |
$5.55M - $5.89M
|
20.6K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.08K+ 7.24% |
$2.45M - $2.6M
|
135K
$8.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.24K+ 40.7% |
$2.22M - $2.36M
|
28.5K
$1.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
4.26KNew |
$1.15M - $1.22M
|
4.26K
$256K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.09KNew |
$1.1M - $1.17M
|
4.09K
$245K
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.87KNew |
$1.04M - $1.11M
|
3.87K
$232K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.76K+ 393.0% |
$1.02M - $1.08M
|
4.72K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.22KNew |
$870K - $923K
|
3.22K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.88K+ 472.74% |
$778K - $825K
|
3.49K
$209K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.83K+ 2.97% |
$765K - $811K
|
98.1K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.36K+ 35.46% |
$638K - $677K
|
9.03K
$542K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.75K+ 8.48% |
$473K - $502K
|
22.4K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.65KNew |
$447K - $474K
|
1.65K
$99.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.62KNew |
$437K - $463K
|
1.62K
$97.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.6KNew |
$432K - $458K
|
1.6K
$95.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.38KNew |
$372K - $394K
|
1.38K
$82.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 7.99% |
$339K - $359K
|
16.9K
$1.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
1.12KNew |
$302K - $320K
|
1.12K
$67K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.11KNew |
$300K - $318K
|
1.11K
$66.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.08KNew |
$292K - $310K
|
1.08K
$65K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 74.97% |
$292K - $310K
|
2.52K
$151K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.05K+ 16.41% |
$283K - $300K
|
7.43K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 69.27% |
$275K - $292K
|
2.49K
$149K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
991+ 13.79% |
$268K - $284K
|
8.18K
$491K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
963+ 123.78% |
$260K - $276K
|
1.74K
$104K
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
930+ 30.19% |
$251K - $266K
|
4.01K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
900New |
$243K - $258K
|
900
$54K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
873+ 42.38% |
$236K - $250K
|
2.93K
$176K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
821New |
$222K - $235K
|
821
$49.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
812+ 17.16% |
$219K - $233K
|
5.54K
$333K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
779New |
$210K - $223K
|
779
$46.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
733+ 14.04% |
$198K - $210K
|
5.95K
$357K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
687+ 32.87% |
$186K - $197K
|
2.78K
$167K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
597+ 44.99% |
$161K - $171K
|
1.92K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
593+ 5.52% |
$160K - $170K
|
11.3K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
589+ 2.5% |
$159K - $169K
|
24.2K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
574+ 42.87% |
$155K - $164K
|
1.91K
$115K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
571+ 5.5% |
$154K - $164K
|
11K
$658K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
511+ 1.65% |
$138K - $146K
|
31.6K
$1.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
472+ 1.73% |
$127K - $135K
|
27.8K
$1.67M
|