Purchases and Sales Made in Q4 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 32.92% |
$40.9M - $45.5M
|
642K
$38.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
150KNew |
$38.5M - $42.9M
|
150K
$8.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75.2K+ 34.06% |
$19.4M - $21.5M
|
296K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
37.3KNew |
$9.6M - $10.7M
|
37.3K
$2.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
27.4K+ 28.9% |
$7.06M - $7.86M
|
122K
$7.35M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
25.8K+ 878.28% |
$6.64M - $7.39M
|
28.7K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.7K+ 49.65% |
$5.33M - $5.94M
|
62.5K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18.7KNew |
$4.8M - $5.35M
|
18.7K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
14.5K+ 4.99% |
$3.72M - $4.14M
|
304K
$18.3M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
12.8KNew |
$3.29M - $3.66M
|
12.8K
$768K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.52K+ 54.16% |
$2.19M - $2.44M
|
24.3K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.38K+ 115.14% |
$1.64M - $1.83M
|
11.9K
$716K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.07K+ 3.38% |
$1.56M - $1.74M
|
186K
$11.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6.06KNew |
$1.56M - $1.73M
|
6.06K
$364K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.95KNew |
$1.27M - $1.42M
|
4.95K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$1.24M - $1.38M
|
4.83K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.83KNew |
$1.24M - $1.38M
|
4.83K
$290K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.64K+ 232.21% |
$1.19M - $1.33M
|
6.63K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.55K+ 153.47% |
$1.17M - $1.3M
|
7.52K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.15KNew |
$1.07M - $1.19M
|
4.15K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.15KNew |
$1.07M - $1.19M
|
4.15K
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.15KNew |
$1.07M - $1.19M
|
4.15K
$249K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.94K+ 436.25% |
$1.01M - $1.13M
|
4.84K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.87K+ 3.78% |
$994K - $1.11M
|
106K
$6.37M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3.65KNew |
$938K - $1.04M
|
3.65K
$219K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.51KNew |
$903K - $1M
|
3.51K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23KNew |
$830K - $924K
|
3.23K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.99KNew |
$768K - $855K
|
2.99K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$749K - $833K
|
2.91K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 4.48% |
$714K - $795K
|
64.8K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.75K+ 24.23% |
$706K - $786K
|
14.1K
$845K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.5KNew |
$642K - $715K
|
2.5K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.32K+ 32.17% |
$597K - $664K
|
9.54K
$572K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.03K+ 9.87% |
$522K - $581K
|
22.6K
$1.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.95KNew |
$502K - $559K
|
1.95K
$117K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.94KNew |
$498K - $554K
|
1.94K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.85K+ 5.47% |
$477K - $530K
|
35.7K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.64KNew |
$421K - $468K
|
1.64K
$98.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.53KNew |
$393K - $437K
|
1.53K
$91.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
1.46KNew |
$375K - $417K
|
1.46K
$87.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.4KNew |
$360K - $400K
|
1.4K
$83.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.38K+ 17.69% |
$355K - $395K
|
9.19K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.35K+ 59.33% |
$348K - $388K
|
3.64K
$218K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.27KNew |
$326K - $363K
|
1.27K
$76.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 150.06% |
$301K - $335K
|
1.95K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.08K+ 3.42% |
$277K - $309K
|
32.6K
$1.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.06KNew |
$272K - $302K
|
1.06K
$63.4K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.05KNew |
$271K - $301K
|
1.05K
$63.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$269K - $300K
|
1.05K
$62.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
966+ 84.66% |
$248K - $277K
|
2.11K
$126K
|