Purchases and Sales Made in Q4 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
732KNew |
$42.1M - $47.8M
|
732K
$44M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
230K+ 392.46% |
$13.2M - $15M
|
288K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
166KNew |
$9.56M - $10.8M
|
166K
$9.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
160K+ 9.13% |
$9.2M - $10.4M
|
1.91M
$115M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
116K+ 9.84% |
$6.67M - $7.56M
|
1.29M
$77.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 10.25% |
$6.31M - $7.16M
|
1.18M
$70.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
86.3K+ 9.8% |
$4.96M - $5.63M
|
967K
$58.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
86K+ 22.14% |
$4.95M - $5.61M
|
474K
$28.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
74.2K+ 241.78% |
$4.27M - $4.84M
|
105K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
71.6KNew |
$4.12M - $4.67M
|
71.6K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
63.9KNew |
$3.68M - $4.17M
|
63.9K
$3.84M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
63.5K+ 236.34% |
$3.65M - $4.14M
|
90.3K
$5.42M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
55KNew |
$3.16M - $3.59M
|
55K
$3.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.5K+ 33.23% |
$2.39M - $2.71M
|
166K
$9.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
37KNew |
$2.13M - $2.41M
|
37K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
37KNew |
$2.13M - $2.41M
|
37K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
35.1KNew |
$2.02M - $2.29M
|
35.1K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
32KNew |
$1.84M - $2.09M
|
32K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
32KNew |
$1.84M - $2.09M
|
32K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
30.4KNew |
$1.75M - $1.98M
|
30.4K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 1.39% |
$1.74M - $1.97M
|
2.2M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
30K+ 620.91% |
$1.73M - $1.96M
|
34.8K
$2.09M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
27.2KNew |
$1.56M - $1.77M
|
27.2K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4K+ 692.58% |
$1.52M - $1.72M
|
30.2K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.3K+ 12.89% |
$1.51M - $1.71M
|
230K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
24.8KNew |
$1.43M - $1.62M
|
24.8K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.1K+ 45.02% |
$1.21M - $1.37M
|
67.8K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
19.2KNew |
$1.1M - $1.25M
|
19.2K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.7K+ 394.28% |
$904K - $1.03M
|
19.7K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.6K+ 28.23% |
$899K - $1.02M
|
70.9K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.3K+ 452.92% |
$879K - $997K
|
18.7K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15.1KNew |
$869K - $986K
|
15.1K
$907K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
14.6KNew |
$840K - $953K
|
14.6K
$876K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
14.2KNew |
$816K - $926K
|
14.2K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11.5K+ 126.58% |
$662K - $750K
|
20.6K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 3.84% |
$654K - $741K
|
307K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11K+ 12.59% |
$632K - $716K
|
98.2K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.37K+ 15.19% |
$539K - $611K
|
71K
$4.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.32K+ 251.58% |
$536K - $608K
|
13K
$781K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.21KNew |
$530K - $601K
|
9.21K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
9.14K+ 221.94% |
$526K - $597K
|
13.3K
$796K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
8.72K+ 417.08% |
$501K - $569K
|
10.8K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
7.38KNew |
$424K - $481K
|
7.38K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.3K+ 175.13% |
$420K - $476K
|
11.5K
$688K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.15KNew |
$411K - $466K
|
7.15K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.14K+ 7.48% |
$411K - $466K
|
103K
$6.16M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.87K+ 182.25% |
$395K - $448K
|
10.6K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.72KNew |
$387K - $438K
|
6.72K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.64KNew |
$382K - $433K
|
6.64K
$399K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.51KNew |
$375K - $425K
|
6.51K
$391K
|