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 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
60+ 2.8% |
$16.2K - $17.2K
|
2.2K
$132K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
59+ 3.63% |
$15.9K - $16.9K
|
1.68K
$101K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
55+ 2.76% |
$14.9K - $15.8K
|
2.05K
$123K
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
51+ 134.21% |
$13.8K - $14.6K
|
89
$5.34K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
50+ 5.38% |
$13.5K - $14.3K
|
980
$58.8K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50+ 28.57% |
$13.5K - $14.3K
|
225
$13.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50New |
$13.5K - $14.3K
|
50
$3K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
48+ 1.74% |
$13K - $13.7K
|
2.81K
$168K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
47+ 6.69% |
$12.7K - $13.5K
|
750
$45K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
47+ 2.05% |
$12.7K - $13.5K
|
2.34K
$140K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
45+ 1.01% |
$12.2K - $12.9K
|
4.49K
$269K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
45+ 1.29% |
$12.2K - $12.9K
|
3.53K
$212K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$11.9K - $12.6K
|
44
$2.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
41+ 1.82% |
$11.1K - $11.7K
|
2.29K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38+ 0.74% |
$10.3K - $10.9K
|
5.18K
$311K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
38+ 0.62% |
$10.3K - $10.9K
|
6.15K
$369K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
37+ 4.58% |
$9.99K - $10.6K
|
845
$50.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
35+ 1.58% |
$9.45K - $10K
|
2.25K
$135K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
35+ 1.13% |
$9.45K - $10K
|
3.13K
$188K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
34+ 0.97% |
$9.18K - $9.74K
|
3.53K
$212K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
34New |
$9.18K - $9.74K
|
34
$2.04K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
30+ 0.52% |
$8.1K - $8.59K
|
5.78K
$347K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
30+ 3.36% |
$8.1K - $8.59K
|
922
$55.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
27New |
$7.29K - $7.73K
|
27
$1.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
26New |
$7.02K - $7.45K
|
26
$1.56K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
25+ 2.97% |
$6.75K - $7.16K
|
867
$52K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
25+ 3.23% |
$6.75K - $7.16K
|
800
$48K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
23+ 1.77% |
$6.21K - $6.59K
|
1.32K
$79.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
23New |
$6.21K - $6.59K
|
23
$1.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
22+ 1.33% |
$5.94K - $6.3K
|
1.67K
$100K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$5.4K - $5.73K
|
20
$1.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
18New |
$4.86K - $5.16K
|
18
$1.08K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
17+ 1.28% |
$4.59K - $4.87K
|
1.34K
$80.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
17+ 2.24% |
$4.59K - $4.87K
|
776
$46.6K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
17New |
$4.59K - $4.87K
|
17
$1.02K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
15New |
$4.05K - $4.3K
|
15
$900
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 1.23% |
$3.78K - $4.01K
|
1.15K
$69K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
13+ 8.28% |
$3.51K - $3.72K
|
170
$10.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
13+ 0.36% |
$3.51K - $3.72K
|
3.65K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12+ 0.74% |
$3.24K - $3.44K
|
1.64K
$98.3K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 0.86% |
$2.97K - $3.15K
|
1.29K
$77.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
10+ 1.12% |
$2.7K - $2.86K
|
900
$54K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.21% |
$2.7K - $2.86K
|
4.88K
$293K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
10+ 0.3% |
$2.7K - $2.86K
|
3.31K
$199K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
9+ 0.45% |
$2.43K - $2.58K
|
1.99K
$119K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
8+ 0.67% |
$2.16K - $2.29K
|
1.2K
$71.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8+ 0.15% |
$2.16K - $2.29K
|
5.43K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
7+ 0.26% |
$1.89K - $2.01K
|
2.73K
$164K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
7+ 0.33% |
$1.89K - $2.01K
|
2.12K
$127K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.87% |
$1.89K - $2.01K
|
812
$48.7K
|