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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.21K+ 11.83% |
$193K - $213K
|
30.3K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.18KNew |
$192K - $211K
|
3.18K
$191K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.16KNew |
$190K - $210K
|
3.16K
$190K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$190K - $209K
|
3.16K
$189K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.13KNew |
$188K - $207K
|
3.13K
$188K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.1KNew |
$187K - $206K
|
3.1K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.1KNew |
$187K - $206K
|
3.1K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.97K+ 25.7% |
$179K - $197K
|
14.5K
$871K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.88K+ 11.34% |
$173K - $191K
|
28.2K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.87K+ 6.68% |
$173K - $191K
|
45.8K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.55K+ 25.7% |
$153K - $169K
|
12.5K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.02K+ 3.14% |
$122K - $134K
|
66.4K
$3.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2KNew |
$121K - $133K
|
2K
$120K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2K+ 100.0% |
$121K - $133K
|
4K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.88K+ 11.86% |
$113K - $125K
|
17.7K
$1.06M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.85K+ 0.92% |
$112K - $123K
|
204K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.85K+ 0.92% |
$112K - $123K
|
204K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.83K+ 3.04% |
$110K - $121K
|
62.1K
$3.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.59K+ 23.8% |
$96.1K - $106K
|
8.29K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.58K+ 17.76% |
$95.3K - $105K
|
10.5K
$629K
|
|
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.57K+ 6.61% |
$94.5K - $104K
|
25.3K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.53K+ 6.5% |
$92K - $101K
|
25K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 3.4% |
$90.7K - $99.8K
|
45.7K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.33K+ 40.47% |
$80.4K - $88.5K
|
4.63K
$278K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.21K+ 20.42% |
$73K - $80.3K
|
7.14K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.19K+ 5.42% |
$71.7K - $79K
|
23.1K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.17K+ 5.38% |
$70.3K - $77.4K
|
22.8K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.12K+ 1.15% |
$67.5K - $74.3K
|
98.5K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
975+ 8.88% |
$58.8K - $64.7K
|
12K
$718K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
956+ 3.44% |
$57.6K - $63.5K
|
28.8K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
895New |
$54K - $59.4K
|
895
$53.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
881+ 1.72% |
$53.1K - $58.5K
|
52.1K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
835+ 4.29% |
$50.3K - $55.4K
|
20.3K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
813+ 16.72% |
$49K - $54K
|
5.67K
$341K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
785New |
$47.3K - $52.1K
|
785
$47.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
780+ 2.79% |
$47K - $51.8K
|
28.7K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
755+ 4.04% |
$45.5K - $50.1K
|
19.4K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
751+ 4.18% |
$45.3K - $49.9K
|
18.7K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
672+ 15.25% |
$40.5K - $44.6K
|
5.08K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
625+ 29.98% |
$37.7K - $41.5K
|
2.71K
$163K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
601+ 2.16% |
$36.2K - $39.9K
|
28.4K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
600New |
$36.2K - $39.8K
|
600
$36K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
593+ 12.47% |
$35.8K - $39.4K
|
5.35K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
500+ 7.68% |
$30.1K - $33.2K
|
7.01K
$421K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
500New |
$30.1K - $33.2K
|
500
$30K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$30.1K - $33.2K
|
500
$30K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
482+ 3.86% |
$29.1K - $32K
|
13K
$778K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
480+ 19.67% |
$28.9K - $31.9K
|
2.92K
$175K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
474+ 3.6% |
$28.6K - $31.5K
|
13.6K
$818K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
471+ 0.82% |
$28.4K - $31.3K
|
58.3K
$3.5M
|