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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-144- 2.07% |
$8.28K - $9.39K
|
6.8K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-146- 2.95% |
$8.4K - $9.53K
|
4.81K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-147- 0.04% |
$8.46K - $9.59K
|
348K
$21.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-147- 0.33% |
$8.46K - $9.59K
|
44.8K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-155- 2.43% |
$8.92K - $10.1K
|
6.24K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-155- 1.05% |
$8.92K - $10.1K
|
14.6K
$898K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-156- 0.95% |
$8.97K - $10.2K
|
16.2K
$998K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-166- 1.14% |
$9.55K - $10.8K
|
14.3K
$883K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-173- 0.65% |
$9.95K - $11.3K
|
26.3K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-217- 1.05% |
$12.5K - $14.2K
|
20.4K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-249- 7.31% |
$14.3K - $16.2K
|
3.16K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-257- 5.94% |
$14.8K - $16.8K
|
4.07K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-271- 1.16% |
$15.6K - $17.7K
|
23.2K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-300- 5.58% |
$17.3K - $19.6K
|
5.08K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-300- 30.0% |
$17.3K - $19.6K
|
700
$43.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-300- 6.98% |
$17.3K - $19.6K
|
4K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300- 3.17% |
$17.3K - $19.6K
|
9.15K
$563K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-314- 36.94% |
$18.1K - $20.5K
|
536
$33K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-318- 2.01% |
$18.3K - $20.7K
|
15.5K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-326- 4.87% |
$18.8K - $21.3K
|
6.37K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-330- 2.03% |
$19K - $21.5K
|
15.9K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-335- 4.33% |
$19.3K - $21.9K
|
7.4K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-338- 1.15% |
$19.4K - $22.1K
|
29.2K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-350- 76.75% |
$20.1K - $22.8K
|
106
$6.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-352- 9.15% |
$20.3K - $23K
|
3.5K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-380- 1.21% |
$21.9K - $24.8K
|
31.1K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-401- 1.42% |
$23.1K - $26.2K
|
27.8K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-410- 7.53% |
$23.6K - $26.7K
|
5.04K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-423- 0.04% |
$24.3K - $27.6K
|
998K
$61.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-502- 14.47% |
$28.9K - $32.8K
|
2.97K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-517- 7.41% |
$29.7K - $33.7K
|
6.46K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-528- 0.82% |
$30.4K - $34.4K
|
64.2K
$3.95M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-528- 0.48% |
$30.4K - $34.4K
|
110K
$6.77M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-534- 4.58% |
$30.7K - $34.8K
|
11.1K
$686K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-543- 1.34% |
$31.2K - $35.4K
|
39.9K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-605- 5.88% |
$34.8K - $39.5K
|
9.68K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-605- 6.83% |
$34.8K - $39.5K
|
8.25K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-635- 80.18% |
$36.5K - $41.4K
|
157
$9.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-658- 14.22% |
$37.9K - $42.9K
|
3.97K
$244K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-701- 11.71% |
$40.3K - $45.7K
|
5.29K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-702- 7.15% |
$40.4K - $45.8K
|
9.11K
$561K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-722- 7.59% |
$41.5K - $47.1K
|
8.79K
$541K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-750- 4.55% |
$43.1K - $48.9K
|
15.7K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-773- 11.03% |
$44.5K - $50.4K
|
6.24K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-828- 80.86% |
$47.6K - $54K
|
196
$12.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-845- 8.42% |
$48.6K - $55.1K
|
9.19K
$566K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-869- 5.55% |
$50K - $56.7K
|
14.8K
$910K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-871- 2.1% |
$50.1K - $56.8K
|
40.6K
$2.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-900- 6.16% |
$51.8K - $58.7K
|
13.7K
$845K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-918- 0.3% |
$52.8K - $59.9K
|
301K
$18.6M
|