Purchases and Sales Made in Q1 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.65M+ 413.51% |
$162M - $822M
|
3.3M
$197M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.65M+ 413.51% |
$162M - $822M
|
3.3M
$197M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2MNew |
$122M - $619M
|
2M
$120M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.39M+ 363.4% |
$84.3M - $429M
|
1.77M
$106M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 463.13% |
$76.6M - $390M
|
1.53M
$91.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.19M+ 391.14% |
$72.4M - $369M
|
1.49M
$89.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16M+ 392.02% |
$70.6M - $360M
|
1.46M
$87.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.15M+ 53.54% |
$69.9M - $356M
|
3.3M
$197M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
882K+ 413.18% |
$53.7M - $273M
|
1.1M
$65.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
705K+ 410.82% |
$42.9M - $218M
|
876K
$52.4M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
701KNew |
$42.6M - $217M
|
701K
$41.9M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
444K+ 362.26% |
$27M - $137M
|
566K
$33.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
404K+ 587.71% |
$24.6M - $125M
|
472K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
402K+ 378.63% |
$24.5M - $125M
|
508K
$30.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
396K+ 392.97% |
$24.1M - $123M
|
497K
$29.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
378K+ 421.31% |
$23M - $117M
|
467K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
322K+ 173.43% |
$19.6M - $99.8M
|
508K
$30.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
320K+ 516.14% |
$19.5M - $99.1M
|
382K
$22.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
315K+ 404.89% |
$19.1M - $97.5M
|
392K
$23.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
314K+ 391.21% |
$19.1M - $97.3M
|
394K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
276K+ 441.79% |
$16.8M - $85.5M
|
339K
$20.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
245K+ 377.84% |
$14.9M - $75.8M
|
309K
$18.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
158K+ 561.77% |
$9.63M - $49M
|
186K
$11.2M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
158K+ 389.01% |
$9.6M - $48.9M
|
198K
$11.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
144K+ 439.87% |
$8.73M - $44.5M
|
176K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
140K+ 341.41% |
$8.53M - $43.4M
|
181K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
125K+ 440.59% |
$7.61M - $38.8M
|
153K
$9.18M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
120K+ 335.36% |
$7.29M - $37.1M
|
155K
$9.3M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
112K+ 393.42% |
$6.79M - $34.6M
|
140K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
109K+ 398.83% |
$6.65M - $33.9M
|
137K
$8.18M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
102K+ 391.34% |
$6.17M - $31.4M
|
127K
$7.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
94.9K+ 420.16% |
$5.77M - $29.4M
|
117K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.6K+ 389.12% |
$5.76M - $29.3M
|
119K
$7.12M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
93.3K+ 375.62% |
$5.67M - $28.9M
|
118K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.2K+ 1161.84% |
$5.61M - $28.6M
|
100K
$5.99M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
89.2K+ 413.76% |
$5.43M - $27.6M
|
111K
$6.63M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
81.9K+ 400.36% |
$4.98M - $25.4M
|
102K
$6.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
80.6K+ 395.12% |
$4.9M - $25M
|
101K
$6.04M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
77.2K+ 402.13% |
$4.7M - $23.9M
|
96.4K
$5.77M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70.3K+ 289.82% |
$4.28M - $21.8M
|
94.5K
$5.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
68.7K+ 399.46% |
$4.18M - $21.3M
|
85.9K
$5.14M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
65.3K+ 390.14% |
$3.97M - $20.2M
|
82K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64K+ 368.0% |
$3.89M - $19.8M
|
81.4K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
63.3KNew |
$3.85M - $19.6M
|
63.3K
$3.79M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
63.3K+ 385.27% |
$3.85M - $19.6M
|
79.7K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
61.9K+ 347.55% |
$3.76M - $19.2M
|
79.7K
$4.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
56.1K+ 404.01% |
$3.41M - $17.4M
|
70K
$4.19M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54.5K+ 384.88% |
$3.31M - $16.9M
|
68.6K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53.9K+ 454.13% |
$3.28M - $16.7M
|
65.8K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
51.6KNew |
$3.14M - $16M
|
51.6K
$3.09M
|