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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.36KNew |
$366K - $415K
|
6.36K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.24KNew |
$359K - $407K
|
6.24K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.22KNew |
$358K - $406K
|
6.22K
$347K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
5.57KNew |
$320K - $363K
|
5.57K
$310K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.39KNew |
$310K - $351K
|
5.39K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.37K+ 25.42% |
$309K - $350K
|
26.5K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.17KNew |
$297K - $337K
|
5.17K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.85K+ 7.91% |
$279K - $316K
|
66.2K
$3.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.76K+ 576.85% |
$274K - $310K
|
5.58K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.6K+ 36.91% |
$264K - $300K
|
17K
$950K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
4.29KNew |
$247K - $280K
|
4.29K
$239K
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
4.15KNew |
$239K - $271K
|
4.15K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.01KNew |
$231K - $262K
|
4.01K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.79K+ 3.99% |
$218K - $248K
|
98.8K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.65KNew |
$210K - $238K
|
3.65K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.55K+ 2.36% |
$204K - $231K
|
154K
$8.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.54K+ 8.3% |
$204K - $231K
|
46.2K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.51K+ 11.32% |
$202K - $229K
|
34.5K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.33K+ 6.4% |
$192K - $217K
|
55.4K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.32K+ 15.97% |
$191K - $217K
|
24.1K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.22K+ 25.79% |
$185K - $210K
|
15.7K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.83K+ 3.32% |
$163K - $184K
|
88K
$4.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.79K+ 0.74% |
$161K - $182K
|
380K
$21.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.67K+ 2.19% |
$154K - $174K
|
125K
$6.96M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2.6KNew |
$150K - $170K
|
2.6K
$145K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.55K+ 8.97% |
$146K - $166K
|
30.9K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.45K+ 9.8% |
$141K - $160K
|
27.5K
$1.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.45K+ 43.29% |
$141K - $160K
|
8.11K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.3K+ 11.93% |
$133K - $150K
|
21.6K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 1.52% |
$106K - $121K
|
124K
$6.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.83KNew |
$105K - $119K
|
1.83K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.81K+ 10.63% |
$104K - $118K
|
18.8K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.72K+ 1717.0% |
$98.8K - $112K
|
1.82K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.68KNew |
$96.7K - $110K
|
1.68K
$93.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.64K+ 19.2% |
$94.3K - $107K
|
10.2K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.63K+ 3.96% |
$93.8K - $106K
|
42.8K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 112.66% |
$93.7K - $106K
|
3.07K
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.54K+ 19.85% |
$88.6K - $100K
|
9.3K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.36KNew |
$78.2K - $88.7K
|
1.36K
$75.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.33K+ 7.73% |
$76.2K - $86.4K
|
18.5K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 4.48% |
$74.2K - $84.2K
|
30.1K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 9.67% |
$72.9K - $82.7K
|
14.4K
$801K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.26K+ 4.77% |
$72.3K - $81.9K
|
27.6K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.17K+ 5.14% |
$67.5K - $76.6K
|
24K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.1K+ 21920.0% |
$63.1K - $71.5K
|
1.1K
$61.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
918+ 8.11% |
$52.8K - $59.9K
|
12.2K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
873+ 8.58% |
$50.2K - $57K
|
11K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
872+ 19.09% |
$50.2K - $56.9K
|
5.44K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
828+ 6.23% |
$47.6K - $54K
|
14.1K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
804+ 3.47% |
$46.3K - $52.5K
|
24K
$1.33M
|