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 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.42K- 15.51% |
$2M - $2.13M
|
40.4K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.43K- 20.16% |
$2.01M - $2.13M
|
29.4K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.63K- 53.96% |
$2.06M - $2.18M
|
6.51K
$391K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.91K- 2.66% |
$2.13M - $2.26M
|
290K
$17.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.44K- 19.96% |
$2.28M - $2.42M
|
33.9K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.86K- 7.9% |
$2.39M - $2.54M
|
103K
$6.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.1K- 77.5% |
$2.73M - $2.9M
|
2.94K
$176K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 14.95% |
$2.94M - $3.12M
|
62K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.8K- 63.4% |
$3.72M - $3.94M
|
7.95K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.3K- 8.39% |
$4.41M - $4.68M
|
179K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.3K- 7.48% |
$4.67M - $4.96M
|
214K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.9K- 20.05% |
$4.84M - $5.14M
|
71.5K
$4.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22K- 9.01% |
$5.93M - $6.29M
|
222K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.6K- 6.11% |
$6.91M - $7.33M
|
393K
$23.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-47.9K- 9.02% |
$12.9M - $13.7M
|
483K
$29M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-66.1K- 97.98% |
$17.8M - $18.9M
|
1.36K
$81.8K
|