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 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70- 1.32% |
$4.03K - $4.57K
|
5.25K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-75- 1.35% |
$4.31K - $4.89K
|
5.49K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-80- 39.02% |
$4.6K - $5.22K
|
125
$6.97K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-80- 0.88% |
$4.6K - $5.22K
|
9.03K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-83- 0.51% |
$4.77K - $5.41K
|
16.3K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-95- 2.29% |
$5.47K - $6.2K
|
4.05K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.9% |
$5.75K - $6.52K
|
5.15K
$287K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-100- 0.49% |
$5.75K - $6.52K
|
20.4K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-120- 5.14% |
$6.9K - $7.83K
|
2.22K
$123K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-120- 2.18% |
$6.9K - $7.83K
|
5.38K
$300K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-125- 2.6% |
$7.19K - $8.15K
|
4.69K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-125- 1.94% |
$7.19K - $8.15K
|
6.32K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-131- 0.89% |
$7.54K - $8.55K
|
14.6K
$815K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-136- 3.78% |
$7.82K - $8.87K
|
3.46K
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-139- 2.98% |
$8K - $9.07K
|
4.53K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-144- 2.07% |
$8.28K - $9.39K
|
6.8K
$379K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-146- 2.95% |
$8.4K - $9.53K
|
4.81K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-147- 0.33% |
$8.46K - $9.59K
|
44.8K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-147- 0.04% |
$8.46K - $9.59K
|
348K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-155- 2.43% |
$8.92K - $10.1K
|
6.24K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-155- 1.05% |
$8.92K - $10.1K
|
14.6K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-156- 0.95% |
$8.97K - $10.2K
|
16.2K
$904K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-166- 1.14% |
$9.55K - $10.8K
|
14.3K
$800K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-173- 0.65% |
$9.95K - $11.3K
|
26.3K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-217- 1.05% |
$12.5K - $14.2K
|
20.4K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-249- 7.31% |
$14.3K - $16.2K
|
3.16K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-257- 5.94% |
$14.8K - $16.8K
|
4.07K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-271- 1.16% |
$15.6K - $17.7K
|
23.2K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-300- 6.98% |
$17.3K - $19.6K
|
4K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300- 3.17% |
$17.3K - $19.6K
|
9.15K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-300- 5.58% |
$17.3K - $19.6K
|
5.08K
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-300- 30.0% |
$17.3K - $19.6K
|
700
$39K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-314- 36.94% |
$18.1K - $20.5K
|
536
$29.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-318- 2.01% |
$18.3K - $20.7K
|
15.5K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-326- 4.87% |
$18.8K - $21.3K
|
6.37K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-330- 2.03% |
$19K - $21.5K
|
15.9K
$885K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-335- 4.33% |
$19.3K - $21.9K
|
7.4K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-338- 1.15% |
$19.4K - $22.1K
|
29.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-350- 76.75% |
$20.1K - $22.8K
|
106
$5.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-352- 9.15% |
$20.3K - $23K
|
3.5K
$195K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-380- 1.21% |
$21.9K - $24.8K
|
31.1K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-401- 1.42% |
$23.1K - $26.2K
|
27.8K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-410- 7.53% |
$23.6K - $26.7K
|
5.04K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-423- 0.04% |
$24.3K - $27.6K
|
998K
$55.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-502- 14.47% |
$28.9K - $32.8K
|
2.97K
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-517- 7.41% |
$29.7K - $33.7K
|
6.46K
$360K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-528- 0.48% |
$30.4K - $34.4K
|
110K
$6.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-528- 0.82% |
$30.4K - $34.4K
|
64.2K
$3.58M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-534- 4.58% |
$30.7K - $34.8K
|
11.1K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-543- 1.34% |
$31.2K - $35.4K
|
39.9K
$2.22M
|