Purchases and Sales Made in Q1 2023 in Ishares Tr (IHF)
This table provides information about the institutional ownership of Ishares Tr (IHF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99+ 7.51% |
$23.9K - $26.5K
|
1.42K
$72.3K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
97+ 6.75% |
$23.5K - $26K
|
1.53K
$78.3K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
95+ 0.59% |
$23K - $25.5K
|
16.3K
$832K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77+ 2.48% |
$18.6K - $20.6K
|
3.19K
$163K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
73+ 3.81% |
$17.7K - $19.6K
|
1.99K
$102K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
72New |
$17.4K - $19.3K
|
72
$3.67K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
70+ 58.82% |
$16.9K - $18.8K
|
189
$9.64K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
61New |
$14.8K - $16.4K
|
61
$3.11K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
54New |
$13.1K - $14.5K
|
54
$2.76K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 20.0% |
$12.1K - $13.4K
|
300
$15.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
50New |
$12.1K - $13.4K
|
50
$2.55K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
48+ 1.91% |
$11.6K - $12.9K
|
2.56K
$130K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38+ 3800.0% |
$9.19K - $10.2K
|
39
$1.99K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$8.22K - $9.11K
|
34
$1.74K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22New |
$5.32K - $5.9K
|
22
$1.12K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20New |
$4.84K - $5.36K
|
20
$1.02K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15+ 1.11% |
$3.63K - $4.02K
|
1.37K
$69.9K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
12+ 0.35% |
$2.9K - $3.22K
|
3.48K
$177K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10+ 333.33% |
$2.42K - $2.68K
|
13
$663
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
8New |
$1.93K - $2.14K
|
8
$408
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7+ 0.7% |
$1.69K - $1.88K
|
1.01K
$51.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3+ 0.13% |
$725 - $804
|
2.34K
$120K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 1.17% |
$484 - $536
|
173
$8.83K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2+ 0.14% |
$484 - $536
|
1.48K
$75.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.36% |
$242 - $268
|
280
$14.3K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.11% |
$242 - $268
|
945
$48.2K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.39% |
$242 - $268
|
259
$13.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.05% |
$242 - $268
|
1.93K
$98.5K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$242 - $268
|
3.2K
$164K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1- 0.04% |
$242 - $268
|
2.85K
$146K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1- 0.02% |
$242 - $268
|
4.01K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4- 0.06% |
$967 - $1.07K
|
6.31K
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.49% |
$1.93K - $2.14K
|
1.61K
$82.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-8- 1.07% |
$1.93K - $2.14K
|
740
$37.8K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 76.92% |
$2.42K - $2.68K
|
3
$153
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11- 0.2% |
$2.66K - $2.95K
|
5.36K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13- 0.27% |
$3.14K - $3.48K
|
4.75K
$242K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15- 0.79% |
$3.63K - $4.02K
|
1.89K
$96.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-16- 0.46% |
$3.87K - $4.29K
|
3.45K
$176K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17- 27.87% |
$4.11K - $4.56K
|
44
$2.25K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23- 1.56% |
$5.56K - $6.17K
|
1.45K
$74.2K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-35- 2.18% |
$8.46K - $9.38K
|
1.57K
$80K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-43- 2.18% |
$10.4K - $11.5K
|
1.93K
$98.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 18.07% |
$14.5K - $16.1K
|
272
$13.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-67- 9.87% |
$16.2K - $18K
|
612
$31.2K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85- 0.19% |
$20.6K - $22.8K
|
45.4K
$2.32M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85- 0.19% |
$20.6K - $22.8K
|
45.4K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-90- 3.18% |
$21.8K - $24.1K
|
2.74K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-91- 20.87% |
$22K - $24.4K
|
345
$17.6K
|