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 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-100- 2.94% |
$24.2K - $26.8K
|
3.31K
$169K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-107- 1.13% |
$25.9K - $28.7K
|
9.39K
$479K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-108- 80.0% |
$26.1K - $29K
|
27
$1.38K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-109- 6.15% |
$26.4K - $29.2K
|
1.66K
$84.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-115- 0.86% |
$27.8K - $30.8K
|
13.3K
$678K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-123- 0.46% |
$29.7K - $33K
|
26.6K
$1.35M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-131Closed |
$31.7K - $35.1K
|
0
$0
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-141- 14.2% |
$34.1K - $37.8K
|
852
$43.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-150- 10.36% |
$36.3K - $40.2K
|
1.3K
$66.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-183- 0.8% |
$44.3K - $49.1K
|
22.8K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-187- 3.28% |
$45.2K - $50.1K
|
5.52K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-190- 1.27% |
$45.9K - $50.9K
|
14.8K
$757K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-234- 97.91% |
$56.6K - $62.7K
|
5
$255
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-238- 2.89% |
$57.6K - $63.8K
|
8.01K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-241- 96.02% |
$58.3K - $64.6K
|
10
$510
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-259- 10.19% |
$62.6K - $69.4K
|
2.28K
$117K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-261- 61.56% |
$63.1K - $70K
|
163
$8.32K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-270- 22.41% |
$65.3K - $72.4K
|
935
$47.7K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-362- 10.2% |
$87.5K - $97K
|
3.19K
$163K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-396- 1.95% |
$95.8K - $106K
|
19.9K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400- 5.85% |
$96.7K - $107K
|
6.43K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-449- 8.53% |
$109K - $120K
|
4.81K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-510- 39.29% |
$123K - $137K
|
788
$40.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-513- 2.68% |
$124K - $138K
|
18.6K
$949K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-529- 8.63% |
$128K - $142K
|
5.6K
$286K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-569- 23.26% |
$138K - $153K
|
1.88K
$95.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-609- 23.75% |
$147K - $163K
|
1.96K
$99.8K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-628- 80.1% |
$152K - $168K
|
156
$7.96K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-643- 12.13% |
$155K - $172K
|
4.66K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-663- 2.58% |
$160K - $178K
|
25K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-890- 16.38% |
$215K - $239K
|
4.54K
$232K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-906- 42.24% |
$219K - $243K
|
1.24K
$63.2K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.18K- 54.83% |
$284K - $315K
|
968
$49.4K
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.19K- 6.64% |
$288K - $319K
|
16.7K
$854K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.36K- 1.61% |
$329K - $365K
|
83.4K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.58K- 37.83% |
$382K - $423K
|
2.59K
$132K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-1.92K- 15.95% |
$464K - $514K
|
10.1K
$515K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.52K- 34.95% |
$609K - $675K
|
4.68K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.95K- 27.76% |
$714K - $792K
|
7.69K
$392K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.01K- 27.5% |
$727K - $806K
|
7.92K
$404K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.21K- 23.26% |
$776K - $860K
|
10.6K
$540K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.73K- 43.11% |
$901K - $999K
|
4.92K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.1K- 82.0% |
$991K - $1.1M
|
900
$45.9K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.83K- 50.88% |
$1.17M - $1.3M
|
4.67K
$238K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.92K- 40.28% |
$1.19M - $1.32M
|
7.3K
$372K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.29K- 17.26% |
$1.52M - $1.69M
|
30.1K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.52K- 2.37% |
$1.58M - $1.75M
|
269K
$13.7M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-6.72K- 76.76% |
$1.63M - $1.8M
|
2.04K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.09K- 13.48% |
$1.72M - $1.9M
|
45.5K
$2.32M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.49K- 56.04% |
$1.81M - $2.01M
|
5.88K
$300K
|