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 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-605- 5.88% |
$34.8K - $39.5K
|
9.68K
$539K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-605- 6.83% |
$34.8K - $39.5K
|
8.25K
$460K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-613- 3.46% |
$35.3K - $40K
|
17.1K
$953K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-635- 80.18% |
$36.5K - $41.4K
|
157
$8.75K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-658- 14.22% |
$37.9K - $42.9K
|
3.97K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-701- 11.71% |
$40.3K - $45.7K
|
5.29K
$295K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-702- 7.15% |
$40.4K - $45.8K
|
9.11K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-722- 7.59% |
$41.5K - $47.1K
|
8.79K
$490K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-750- 4.55% |
$43.1K - $48.9K
|
15.7K
$877K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-773- 11.03% |
$44.5K - $50.4K
|
6.24K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-828- 80.86% |
$47.6K - $54K
|
196
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-845- 8.42% |
$48.6K - $55.1K
|
9.19K
$512K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-869- 5.55% |
$50K - $56.7K
|
14.8K
$823K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-871- 2.1% |
$50.1K - $56.8K
|
40.6K
$2.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-900- 6.16% |
$51.8K - $58.7K
|
13.7K
$764K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-918- 0.3% |
$52.8K - $59.9K
|
301K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-929- 21.89% |
$53.4K - $60.6K
|
3.32K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-933- 9.49% |
$53.7K - $60.9K
|
8.9K
$496K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.02K- 13.39% |
$58.7K - $66.6K
|
6.6K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.04K- 5.07% |
$60.1K - $68.1K
|
19.5K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.1K- 15.32% |
$63.3K - $71.8K
|
6.08K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 15.1% |
$63.5K - $72K
|
6.21K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 6.67% |
$63.5K - $72K
|
15.4K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.11K- 20.83% |
$63.8K - $72.4K
|
4.22K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.17K- 12.74% |
$67.1K - $76.1K
|
7.99K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.23K- 24.29% |
$70.5K - $80K
|
3.82K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.3K- 68.27% |
$75K - $85.1K
|
606
$33.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 1.75% |
$76.3K - $86.5K
|
74.6K
$4.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.33K- 24.92% |
$76.7K - $87K
|
4.02K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.38K- 19.27% |
$79.1K - $89.7K
|
5.76K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 47.43% |
$79.7K - $90.4K
|
1.54K
$85.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.41K- 11.79% |
$81.1K - $92K
|
10.5K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.42K- 14.16% |
$81.8K - $92.7K
|
8.62K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.44K- 29.41% |
$82.6K - $93.6K
|
3.45K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.53K- 18.09% |
$87.7K - $99.5K
|
6.91K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.54K- 5.34% |
$88.3K - $100K
|
27.2K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.57K- 3.98% |
$90.6K - $103K
|
37.9K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.58K- 27.81% |
$90.8K - $103K
|
4.1K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 1.41% |
$92.1K - $104K
|
112K
$6.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.65K- 2.09% |
$94.6K - $107K
|
77.2K
$4.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 8.69% |
$108K - $122K
|
19.7K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.95K- 25.49% |
$112K - $127K
|
5.69K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.15K- 2.66% |
$124K - $140K
|
78.8K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.35K- 12.76% |
$135K - $153K
|
16.1K
$896K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.36K- 36.28% |
$136K - $154K
|
4.15K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.56K- 10.48% |
$147K - $167K
|
21.8K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.66K- 21.86% |
$153K - $173K
|
9.51K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.71K- 4.53% |
$156K - $176K
|
57K
$3.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.71K- 99.93% |
$156K - $177K
|
2
$111
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.88K- 5.94% |
$166K - $188K
|
45.7K
$2.55M
|