Purchases and Sales Made in Q3 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
326K+ 331.89% |
$19.7M - $21.7M
|
425K
$25.5M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
219K+ 6271.65% |
$13.2M - $14.6M
|
223K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
159KNew |
$9.59M - $10.6M
|
159K
$9.55M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
92.3KNew |
$5.56M - $6.12M
|
92.3K
$5.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.1K+ 3.96% |
$3.68M - $4.05M
|
1.6M
$96.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58K+ 11.64% |
$3.5M - $3.85M
|
556K
$33.4M
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
45.9KNew |
$2.76M - $3.04M
|
45.9K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 1.25% |
$1.62M - $1.78M
|
2.17M
$130M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 1.25% |
$1.62M - $1.78M
|
2.17M
$130M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
26.3K+ 9.55% |
$1.59M - $1.75M
|
302K
$18.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.1K+ 14.05% |
$1.45M - $1.6M
|
196K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21.3KNew |
$1.29M - $1.42M
|
21.3K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.7K+ 205.65% |
$1.07M - $1.18M
|
26.3K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 51.81% |
$962K - $1.06M
|
46.8K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.3KNew |
$922K - $1.02M
|
15.3K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
15.3KNew |
$921K - $1.01M
|
15.3K
$917K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 19.96% |
$854K - $941K
|
85.2K
$5.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
13.9K+ 18.93% |
$837K - $921K
|
87.2K
$5.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
13.5KNew |
$811K - $893K
|
13.5K
$807K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
12.4KNew |
$746K - $822K
|
12.4K
$743K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.5KNew |
$631K - $695K
|
10.5K
$629K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.83KNew |
$593K - $652K
|
9.83K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.79KNew |
$530K - $583K
|
8.79K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.7K+ 12.93% |
$404K - $445K
|
58.5K
$3.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.5K+ 145.15% |
$392K - $432K
|
11K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.38K+ 41.18% |
$384K - $423K
|
21.9K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.68KNew |
$343K - $377K
|
5.68K
$341K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
5.51KNew |
$332K - $366K
|
5.51K
$331K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
5.5K+ 34.84% |
$332K - $365K
|
21.3K
$1.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.37KNew |
$324K - $357K
|
5.37K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.05KNew |
$304K - $335K
|
5.05K
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.03K+ 4.3% |
$303K - $334K
|
122K
$7.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.89KNew |
$295K - $324K
|
4.89K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.82K+ 97.55% |
$291K - $320K
|
9.77K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.68K+ 63.56% |
$282K - $310K
|
12K
$722K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
4.61KNew |
$278K - $306K
|
4.61K
$277K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.33KNew |
$261K - $287K
|
4.33K
$260K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.07KNew |
$245K - $270K
|
4.07K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.03KNew |
$243K - $268K
|
4.03K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.77KNew |
$227K - $250K
|
3.77K
$226K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.76K+ 8.39% |
$227K - $249K
|
48.6K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.7KNew |
$223K - $246K
|
3.7K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.55K+ 86.59% |
$214K - $236K
|
7.65K
$459K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
3.3K+ 5.37% |
$199K - $219K
|
64.7K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.3KNew |
$199K - $219K
|
3.3K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.25KNew |
$196K - $216K
|
3.25K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.25K+ 6.15% |
$196K - $215K
|
56.1K
$3.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.24KNew |
$195K - $215K
|
3.24K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 22.26% |
$195K - $214K
|
17.7K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.23KNew |
$194K - $214K
|
3.23K
$194K
|