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 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.07% |
$422 - $465
|
10.6K
$652K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$362 - $398
|
3.38K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
6+ 0.09% |
$362 - $398
|
6.55K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 0.33% |
$241 - $266
|
1.2K
$73.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4+ 0.4% |
$241 - $266
|
1.01K
$62.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.38% |
$181 - $199
|
794
$48.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3+ 0.09% |
$181 - $199
|
3.43K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.38% |
$181 - $199
|
792
$48.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3+ 0.02% |
$181 - $199
|
16.7K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.03% |
$181 - $199
|
9.48K
$584K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3+ 0.07% |
$181 - $199
|
4.18K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.04% |
$121 - $133
|
5.05K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.65% |
$121 - $133
|
312
$19.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.05% |
$121 - $133
|
4.24K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$121 - $133
|
936
$57.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$121 - $133
|
466
$28.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.02% |
$121 - $133
|
10K
$618K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$60.3 - $66.4
|
301
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$60.3 - $66.4
|
1
$61.6
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.03% |
$60.3 - $66.4
|
3.47K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$60.3 - $66.4
|
2.87K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.63% |
$60.3 - $66.4
|
160
$9.85K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$60.3 - $66.4
|
10K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.03% |
$60.3 - $66.4
|
3.37K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.03% |
$60.3 - $66.4
|
3.44K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1- 0.01% |
$60.3 - $66.4
|
9.77K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-2- 0.01% |
$121 - $133
|
16.2K
$999K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-5- 13.89% |
$301 - $332
|
31
$1.91K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.01% |
$301 - $332
|
35.2K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-8- 0.22% |
$482 - $531
|
3.64K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-10- 4.65% |
$603 - $664
|
205
$12.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-15- 0.28% |
$904 - $996
|
5.33K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-23- 0.22% |
$1.39K - $1.53K
|
10.4K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-26- 0.41% |
$1.57K - $1.73K
|
6.39K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-32- 0.4% |
$1.93K - $2.12K
|
7.93K
$488K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-34- 0.12% |
$2.05K - $2.26K
|
29.5K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-48- 0.36% |
$2.89K - $3.19K
|
13.3K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52- 0.25% |
$3.14K - $3.45K
|
20.8K
$1.28M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-52- 8.11% |
$3.14K - $3.45K
|
589
$36.3K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-59- 1.46% |
$3.56K - $3.92K
|
3.99K
$245K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-65- 20.63% |
$3.92K - $4.31K
|
250
$15.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-67- 0.39% |
$4.04K - $4.45K
|
17.1K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-68- 0.85% |
$4.1K - $4.51K
|
7.98K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-75- 0.51% |
$4.52K - $4.98K
|
14.6K
$900K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-75- 0.49% |
$4.52K - $4.98K
|
15.3K
$939K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-77- 0.84% |
$4.64K - $5.11K
|
9.11K
$561K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-79- 0.34% |
$4.76K - $5.24K
|
23.1K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-79- 2.38% |
$4.76K - $5.24K
|
3.24K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-80- 0.76% |
$4.82K - $5.31K
|
10.5K
$647K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 5.49% |
$5.06K - $5.58K
|
1.45K
$89K
|