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
|
Angeles Wealth Management, LLC
|
BUY
|
- |
266New |
$68.4K - $76.2K
|
266
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
207+ 6.63% |
$53.2K - $59.3K
|
3.33K
$200K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
207New |
$53.2K - $59.3K
|
207
$12.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 15.3% |
$51.4K - $57.3K
|
1.51K
$90.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200New |
$51.4K - $57.3K
|
200
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
185New |
$47.6K - $53K
|
185
$11.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
165+ 34.45% |
$42.4K - $47.2K
|
644
$38.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
162+ 2.94% |
$41.7K - $46.4K
|
5.66K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
158New |
$40.6K - $45.2K
|
158
$9.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
157New |
$40.4K - $44.9K
|
157
$9.42K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151+ 10.59% |
$38.8K - $43.2K
|
1.58K
$94.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
146+ 4.19% |
$37.6K - $41.8K
|
3.63K
$218K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
142+ 4.33% |
$36.5K - $40.7K
|
3.43K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
142+ 4.33% |
$36.5K - $40.7K
|
3.43K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
141New |
$36.3K - $40.4K
|
141
$8.46K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
137+ 0.68% |
$35.2K - $39.2K
|
20.4K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
137+ 2.3% |
$35.2K - $39.2K
|
6.09K
$366K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
123+ 4.19% |
$31.6K - $35.2K
|
3.06K
$183K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
97+ 2.02% |
$25K - $27.8K
|
4.89K
$294K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93+ 2.6% |
$23.9K - $26.6K
|
3.67K
$220K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
87+ 1.23% |
$22.4K - $24.9K
|
7.15K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
83+ 5.8% |
$21.4K - $23.8K
|
1.51K
$90.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
78+ 2.49% |
$20.1K - $22.3K
|
3.21K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
76+ 7600.0% |
$19.5K - $21.8K
|
77
$4.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
65New |
$16.7K - $18.6K
|
65
$3.9K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
62New |
$15.9K - $17.7K
|
62
$3.72K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
55+ 2.83% |
$14.1K - $15.7K
|
2K
$120K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
54+ 4.52% |
$13.9K - $15.5K
|
1.25K
$75K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
51+ 0.53% |
$13.1K - $14.6K
|
9.65K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$12.9K - $14.3K
|
50
$3K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
47+ 2.4% |
$12.1K - $13.5K
|
2.01K
$120K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
46+ 2.22% |
$11.8K - $13.2K
|
2.12K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
45+ 4.34% |
$11.6K - $12.9K
|
1.08K
$64.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
45+ 0.22% |
$11.6K - $12.9K
|
20.4K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44+ 4.05% |
$11.3K - $12.6K
|
1.13K
$67.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38+ 1.35% |
$9.77K - $10.9K
|
2.85K
$171K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37+ 1.67% |
$9.52K - $10.6K
|
2.25K
$135K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
36+ 2.04% |
$9.26K - $10.3K
|
1.8K
$108K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
34+ 100.0% |
$8.75K - $9.73K
|
68
$4.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32+ 0.41% |
$8.23K - $9.16K
|
7.85K
$471K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
26+ 2.82% |
$6.69K - $7.44K
|
948
$56.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
21New |
$5.4K - $6.01K
|
21
$1.26K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20New |
$5.14K - $5.73K
|
20
$1.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18+ 2.28% |
$4.63K - $5.15K
|
808
$48.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.45% |
$4.63K - $5.15K
|
3.98K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
17+ 0.68% |
$4.37K - $4.87K
|
2.51K
$150K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
16New |
$4.12K - $4.58K
|
16
$960
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13New |
$3.34K - $3.72K
|
13
$780
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
12+ 0.49% |
$3.09K - $3.44K
|
2.45K
$147K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.96% |
$3.09K - $3.44K
|
1.26K
$75.6K
|