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 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-550- 1.61% |
$33.2K - $36.5K
|
33.7K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-552- 2.04% |
$33.3K - $36.6K
|
26.5K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-557- 5.95% |
$33.6K - $37K
|
8.81K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-597- 0.73% |
$36K - $39.6K
|
80.9K
$4.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-629- 14.87% |
$37.9K - $41.8K
|
3.6K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-641- 7.76% |
$38.6K - $42.5K
|
7.62K
$458K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-652- 14.49% |
$39.3K - $43.3K
|
3.85K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-652- 3.82% |
$39.3K - $43.3K
|
16.4K
$986K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-666- 6.54% |
$40.2K - $44.2K
|
9.51K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-690- 6.57% |
$41.6K - $45.8K
|
9.81K
$589K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-710- 3.09% |
$42.8K - $47.1K
|
22.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-755- 0.95% |
$45.5K - $50.1K
|
78.9K
$4.73M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-764- 4.66% |
$46.1K - $50.7K
|
15.6K
$939K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-798- 77.03% |
$48.1K - $53K
|
238
$14.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-800- 29.52% |
$48.2K - $53.1K
|
1.91K
$115K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-811- 1.39% |
$48.9K - $53.8K
|
57.5K
$3.45M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-840- 7.58% |
$50.6K - $55.8K
|
10.2K
$615K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-850- 55.74% |
$51.2K - $56.4K
|
675
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-859- 13.91% |
$51.8K - $57K
|
5.32K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-867- 53.52% |
$52.3K - $57.6K
|
753
$45.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-868- 21.78% |
$52.3K - $57.6K
|
3.12K
$187K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-876- 17.98% |
$52.8K - $58.1K
|
4K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-910- 5.4% |
$54.9K - $60.4K
|
15.9K
$957K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-911- 1.99% |
$54.9K - $60.5K
|
44.9K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-948- 2.12% |
$57.2K - $62.9K
|
43.8K
$2.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-955- 7.51% |
$57.6K - $63.4K
|
11.8K
$706K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-964- 8.06% |
$58.1K - $64K
|
11K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-995- 7.56% |
$60K - $66K
|
12.2K
$730K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1K- 21.05% |
$60.3K - $66.4K
|
3.75K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 10.14% |
$61.1K - $67.2K
|
8.98K
$539K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.08K- 8.68% |
$64.8K - $71.4K
|
11.3K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.11K- 2.53% |
$66.9K - $73.6K
|
42.7K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.13K- 18.94% |
$68.1K - $74.9K
|
4.83K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.15K- 19.07% |
$69.3K - $76.3K
|
4.88K
$293K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.16K- 0.84% |
$69.8K - $76.8K
|
136K
$8.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.16K- 5.1% |
$70K - $77.1K
|
21.6K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.2K- 5.15% |
$72.6K - $79.9K
|
22.2K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.21K- 0.8% |
$72.6K - $80K
|
150K
$9.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.21K- 2.97% |
$73K - $80.3K
|
39.5K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.28K- 11.06% |
$77.1K - $84.9K
|
10.3K
$617K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.38K- 9.53% |
$83.3K - $91.7K
|
13.1K
$787K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.57K- 4.97% |
$94.9K - $104K
|
30.1K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.7K- 21.21% |
$102K - $113K
|
6.3K
$378K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.7K- 8.19% |
$102K - $113K
|
19K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.7K- 33.3% |
$103K - $113K
|
3.41K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.77K- 15.0% |
$107K - $118K
|
10K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.78K- 14.93% |
$107K - $118K
|
10.1K
$607K
|
|
|
Apr 10, 2025
Q3 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-1.79K- 3.47% |
$108K - $119K
|
49.7K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 1.57% |
$110K - $121K
|
114K
$6.82M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 13.68% |
$111K - $123K
|
11.7K
$701K
|