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 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-929- 21.89% |
$53.4K - $60.6K
|
3.32K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-933- 9.49% |
$53.7K - $60.9K
|
8.9K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 13.39% |
$58.7K - $66.6K
|
6.6K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.04K- 5.07% |
$60.1K - $68.1K
|
19.5K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.1K- 15.32% |
$63.3K - $71.8K
|
6.08K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 15.1% |
$63.5K - $72K
|
6.21K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 6.67% |
$63.5K - $72K
|
15.4K
$951K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.11K- 20.83% |
$63.8K - $72.4K
|
4.22K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.17K- 12.74% |
$67.1K - $76.1K
|
7.99K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.23K- 24.29% |
$70.5K - $80K
|
3.82K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.3K- 68.27% |
$75K - $85.1K
|
606
$37.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 1.75% |
$76.3K - $86.5K
|
74.6K
$4.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.33K- 24.92% |
$76.7K - $87K
|
4.02K
$247K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.38K- 19.27% |
$79.1K - $89.7K
|
5.76K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 47.43% |
$79.7K - $90.4K
|
1.54K
$94.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.41K- 11.79% |
$81.1K - $92K
|
10.5K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.42K- 14.16% |
$81.8K - $92.7K
|
8.62K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.44K- 29.41% |
$82.6K - $93.6K
|
3.45K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.53K- 18.09% |
$87.7K - $99.5K
|
6.91K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.54K- 5.34% |
$88.3K - $100K
|
27.2K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.57K- 3.98% |
$90.6K - $103K
|
37.9K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.58K- 27.81% |
$90.8K - $103K
|
4.1K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 1.41% |
$92.1K - $104K
|
112K
$6.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.65K- 2.09% |
$94.6K - $107K
|
77.2K
$4.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 8.69% |
$108K - $122K
|
19.7K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.95K- 25.49% |
$112K - $127K
|
5.69K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.15K- 2.66% |
$124K - $140K
|
78.8K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.35K- 12.76% |
$135K - $153K
|
16.1K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.36K- 36.28% |
$136K - $154K
|
4.15K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.56K- 10.48% |
$147K - $167K
|
21.8K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.66K- 21.86% |
$153K - $173K
|
9.51K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.71K- 4.53% |
$156K - $176K
|
57K
$3.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.71K- 99.93% |
$156K - $177K
|
2
$123
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.88K- 5.94% |
$166K - $188K
|
45.7K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.92K- 16.87% |
$168K - $191K
|
14.4K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.98K- 4.48% |
$171K - $194K
|
63.5K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.99K- 8.31% |
$172K - $195K
|
33K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-3.05K- 16.05% |
$175K - $199K
|
16K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.16K- 14.47% |
$182K - $206K
|
18.7K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.2K- 2.33% |
$184K - $209K
|
135K
$8.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.28K- 14.71% |
$188K - $214K
|
19K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.4K- 15.71% |
$195K - $221K
|
18.2K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.55K- 26.38% |
$204K - $231K
|
9.9K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.61K- 6.69% |
$207K - $235K
|
50.3K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.81K- 12.55% |
$219K - $248K
|
26.5K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.04K- 24.16% |
$233K - $264K
|
12.7K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.07K- 34.64% |
$234K - $266K
|
7.69K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.1K- 3.01% |
$236K - $267K
|
132K
$8.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.11K- 8.97% |
$236K - $268K
|
41.7K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 23.56% |
$241K - $273K
|
13.6K
$835K
|