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 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
505+ 0.88% |
$29.1K - $32.9K
|
58K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
505+ 3.0% |
$29.1K - $32.9K
|
17.3K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
500New |
$28.8K - $32.6K
|
500
$30.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$28.8K - $32.6K
|
500
$30.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
450+ 8.44% |
$25.9K - $29.4K
|
5.78K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
425New |
$24.5K - $27.7K
|
425
$26.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$23K - $26.1K
|
400
$24.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
396+ 13.7% |
$22.8K - $25.8K
|
3.29K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
387+ 1.82% |
$22.3K - $25.2K
|
21.7K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
380New |
$21.9K - $24.8K
|
380
$23.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
351+ 12.21% |
$20.2K - $22.9K
|
3.23K
$199K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
341+ 6.75% |
$19.6K - $22.2K
|
5.39K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
334+ 2.66% |
$19.2K - $21.8K
|
12.9K
$794K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
315+ 0.9% |
$18.1K - $20.6K
|
35.5K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
310New |
$17.8K - $20.2K
|
310
$19.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
305New |
$17.5K - $19.9K
|
305
$18.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
300New |
$17.3K - $19.6K
|
300
$18.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
299New |
$17.2K - $19.5K
|
299
$18.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
288New |
$16.6K - $18.8K
|
288
$17.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
247+ 7.41% |
$14.2K - $16.1K
|
3.58K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
240New |
$13.8K - $15.7K
|
240
$14.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
222+ 1.14% |
$12.8K - $14.5K
|
19.6K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
222+ 4.82% |
$12.8K - $14.5K
|
4.83K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
220+ 1.84% |
$12.7K - $14.4K
|
12.2K
$750K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
215+ 2.71% |
$12.4K - $14K
|
8.15K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
185+ 4.54% |
$10.6K - $12.1K
|
4.26K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
154+ 1.47% |
$8.86K - $10K
|
10.6K
$655K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
145+ 2.69% |
$8.34K - $9.46K
|
5.55K
$341K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
128New |
$7.36K - $8.35K
|
128
$7.88K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
115New |
$6.62K - $7.5K
|
115
$7.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
110New |
$6.33K - $7.18K
|
110
$6.77K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
105+ 0.1% |
$6.04K - $6.85K
|
103K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
101+ 1.21% |
$5.81K - $6.59K
|
8.42K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
90+ 0.2% |
$5.18K - $5.87K
|
45.8K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
90+ 0.72% |
$5.18K - $5.87K
|
12.5K
$773K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
83+ 0.75% |
$4.77K - $5.41K
|
11.1K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
77New |
$4.43K - $5.02K
|
77
$4.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
52+ 0.24% |
$2.99K - $3.39K
|
21.9K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
50+ 0.54% |
$2.88K - $3.26K
|
9.26K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
47+ 0.61% |
$2.7K - $3.07K
|
7.7K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
42+ 10.99% |
$2.42K - $2.74K
|
424
$26.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
40+ 0.2% |
$2.3K - $2.61K
|
20.3K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
39+ 0.46% |
$2.24K - $2.54K
|
8.51K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
38+ 0.34% |
$2.19K - $2.48K
|
11.1K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
38+ 0.6% |
$2.19K - $2.48K
|
6.37K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.26% |
$2.07K - $2.35K
|
13.7K
$841K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
34+ 0.31% |
$1.96K - $2.22K
|
11.2K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28+ 0.26% |
$1.61K - $1.83K
|
10.6K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.49% |
$1.44K - $1.63K
|
5.17K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21+ 0.19% |
$1.21K - $1.37K
|
11K
$678K
|