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
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
50+ 0.54% |
$2.88K - $3.26K
|
9.26K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
47+ 0.61% |
$2.7K - $3.07K
|
7.7K
$429K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
42+ 10.99% |
$2.42K - $2.74K
|
424
$23.6K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 0.39% |
$2.3K - $2.61K
|
10.3K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
40+ 0.2% |
$2.3K - $2.61K
|
20.3K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
39+ 0.46% |
$2.24K - $2.54K
|
8.51K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
38+ 0.34% |
$2.19K - $2.48K
|
11.1K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
38+ 0.6% |
$2.19K - $2.48K
|
6.37K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.26% |
$2.07K - $2.35K
|
13.7K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
34+ 0.31% |
$1.96K - $2.22K
|
11.2K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28+ 0.26% |
$1.61K - $1.83K
|
10.6K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.49% |
$1.44K - $1.63K
|
5.17K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
21+ 0.34% |
$1.21K - $1.37K
|
6.24K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21+ 0.19% |
$1.21K - $1.37K
|
11K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
19+ 0.21% |
$1.09K - $1.24K
|
8.86K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16+ 0.16% |
$920 - $1.04K
|
10.1K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.33% |
$748 - $848
|
3.95K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
10+ 0.02% |
$575 - $652
|
56.1K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.05% |
$460 - $522
|
15.3K
$851K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
8+ 0.2% |
$460 - $522
|
4.05K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8+ 0.22% |
$460 - $522
|
3.65K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.27% |
$288 - $326
|
1.84K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5+ 0.02% |
$288 - $326
|
22.2K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.15% |
$288 - $326
|
3.42K
$190K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.08% |
$230 - $261
|
4.89K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.03% |
$173 - $196
|
9.48K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.38% |
$173 - $196
|
797
$44.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.32% |
$173 - $196
|
939
$52.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.3% |
$173 - $196
|
1.01K
$56.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 0.41% |
$115 - $130
|
491
$27.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2+ 0.01% |
$115 - $130
|
13.9K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$57.5 - $65.2
|
302
$16.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$57.5 - $65.2
|
590
$32.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$57.5 - $65.2
|
467
$26K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 3.23% |
$57.5 - $65.2
|
32
$1.78K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$57.5 - $65.2
|
1
$55.7
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.76% |
$57.5 - $65.2
|
132
$7.36K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.42% |
$57.5 - $65.2
|
239
$13.3K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.13% |
$57.5 - $65.2
|
784
$43.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-7- 0.2% |
$403 - $457
|
3.44K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-13- 0.32% |
$748 - $848
|
4.04K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-15- 2.18% |
$863 - $979
|
672
$37.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-18- 0.31% |
$1.04K - $1.17K
|
5.72K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-23- 0.63% |
$1.32K - $1.5K
|
3.61K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-24- 0.38% |
$1.38K - $1.57K
|
6.27K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 2.2% |
$2.01K - $2.28K
|
1.56K
$86.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 1.07% |
$3.74K - $4.24K
|
6.02K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-65- 1.01% |
$3.74K - $4.24K
|
6.4K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-67- 0.64% |
$3.85K - $4.37K
|
10.3K
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-68- 1.34% |
$3.91K - $4.44K
|
5.01K
$279K
|