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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.42% |
$1.62K - $1.72K
|
1.43K
$85.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.06% |
$1.35K - $1.43K
|
7.86K
$472K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5+ 0.2% |
$1.35K - $1.43K
|
2.48K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3+ 4.55% |
$810 - $859
|
69
$4.14K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2+ 0.21% |
$540 - $573
|
951
$57.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
2New |
$540 - $573
|
2
$120
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.09% |
$540 - $573
|
2.22K
$133K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 5.88% |
$540 - $573
|
36
$2.16K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2New |
$540 - $573
|
2
$120
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1New |
$270 - $286
|
1
$60
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$270 - $286
|
2.46K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1- 0.05% |
$270 - $286
|
2.21K
$133K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1- 0.04% |
$270 - $286
|
2.37K
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1- 0.02% |
$270 - $286
|
4.03K
$242K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3- 0.08% |
$810 - $859
|
3.97K
$238K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-5- 0.09% |
$1.35K - $1.43K
|
5.63K
$338K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 0.35% |
$1.35K - $1.43K
|
1.41K
$84.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-7- 0.1% |
$1.89K - $2.01K
|
7.31K
$438K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 0.7% |
$2.7K - $2.86K
|
1.43K
$85.6K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-11- 0.05% |
$2.97K - $3.15K
|
20.2K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 7.73% |
$3.78K - $4.01K
|
167
$10K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-15- 1.42% |
$4.05K - $4.3K
|
1.05K
$62.7K
|
|
|
Oct 01, 2025
Q3 2023
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-15- 1.56% |
$4.05K - $4.3K
|
944
$56.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17- 0.35% |
$4.59K - $4.87K
|
4.84K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.51% |
$4.86K - $5.16K
|
3.52K
$211K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-19- 0.76% |
$5.13K - $5.44K
|
2.49K
$149K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-20- 1.97% |
$5.4K - $5.73K
|
995
$59.7K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-20- 0.56% |
$5.4K - $5.73K
|
3.58K
$215K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20- 0.86% |
$5.4K - $5.73K
|
2.3K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-20- 3.39% |
$5.4K - $5.73K
|
570
$34.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-21- 1.85% |
$5.67K - $6.02K
|
1.12K
$67K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-25- 0.39% |
$6.75K - $7.16K
|
6.33K
$380K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 11.26% |
$6.75K - $7.16K
|
197
$11.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-25- 3.07% |
$6.75K - $7.16K
|
790
$47.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27- 2.21% |
$7.29K - $7.73K
|
1.2K
$71.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29- 0.2% |
$7.83K - $8.31K
|
14.1K
$849K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-30- 2.56% |
$8.1K - $8.59K
|
1.14K
$68.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-31- 2.69% |
$8.37K - $8.88K
|
1.12K
$67.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-35- 1.79% |
$9.45K - $10K
|
1.92K
$115K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-35- 1.55% |
$9.45K - $10K
|
2.22K
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-36- 1.2% |
$9.72K - $10.3K
|
2.97K
$178K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36- 1.0% |
$9.72K - $10.3K
|
3.57K
$214K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-42- 5.35% |
$11.3K - $12K
|
743
$44.6K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-43- 4.32% |
$11.6K - $12.3K
|
953
$57.2K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-44- 19.64% |
$11.9K - $12.6K
|
180
$10.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-45- 5.29% |
$12.2K - $12.9K
|
805
$48.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-47- 1.75% |
$12.7K - $13.5K
|
2.64K
$158K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-48- 1.94% |
$13K - $13.7K
|
2.43K
$146K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-50- 1.86% |
$13.5K - $14.3K
|
2.63K
$158K
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-50- 6.25% |
$13.5K - $14.3K
|
750
$45K
|