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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.9K+ 280.02% |
$1.33M - $6.78M
|
29.7K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.3K+ 440.07% |
$1.29M - $6.59M
|
26.1K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
20.2K+ 407.7% |
$1.23M - $6.25M
|
25.1K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.9K+ 414.18% |
$1.21M - $6.17M
|
24.7K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
19.8K+ 400.0% |
$1.2M - $6.13M
|
24.8K
$1.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
19.7K+ 456.79% |
$1.2M - $6.09M
|
24K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
19.3K+ 400.02% |
$1.17M - $5.98M
|
24.1K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18.8KNew |
$1.14M - $5.83M
|
18.8K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.8K+ 1060.09% |
$1.14M - $5.83M
|
20.6K
$1.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18.8K+ 395.3% |
$1.14M - $5.81M
|
23.5K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.7K+ 635.4% |
$1.14M - $5.8M
|
21.7K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.7K+ 431.45% |
$1.13M - $5.78M
|
23K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
18.1K+ 387.39% |
$1.1M - $5.62M
|
22.8K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18.1K+ 400.0% |
$1.1M - $5.6M
|
22.6K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17.7K+ 486.3% |
$1.08M - $5.48M
|
21.3K
$1.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
17.6K+ 398.64% |
$1.07M - $5.45M
|
22K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
17.3K+ 417.47% |
$1.05M - $5.37M
|
21.5K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
17.1K+ 420.66% |
$1.04M - $5.3M
|
21.2K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.9KNew |
$1.03M - $5.23M
|
16.9K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
16.5KNew |
$1M - $5.11M
|
16.5K
$987K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
16.5K+ 389.1% |
$1M - $5.11M
|
20.7K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
16.5K+ 400.0% |
$1M - $5.11M
|
20.6K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
16.1K+ 399.95% |
$980K - $4.99M
|
20.1K
$1.21M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.9K+ 400.7% |
$969K - $4.94M
|
19.9K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
15.5K+ 372.53% |
$941K - $4.79M
|
19.6K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
15.3K+ 428.03% |
$933K - $4.75M
|
18.9K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
15.1K+ 200.69% |
$920K - $4.69M
|
22.7K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9K+ 111.75% |
$904K - $4.61M
|
28.2K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.9K+ 309.38% |
$903K - $4.6M
|
19.7K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.7K+ 440.44% |
$892K - $4.54M
|
18K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 393.84% |
$883K - $4.5M
|
18.2K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14.3K+ 670.95% |
$867K - $4.41M
|
16.4K
$980K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.2K+ 887.5% |
$864K - $4.4M
|
15.8K
$945K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.8K+ 415.86% |
$837K - $4.26M
|
17.1K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.5K+ 601.02% |
$824K - $4.19M
|
15.8K
$945K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13.5K+ 410.57% |
$822K - $4.19M
|
16.8K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
13.5K+ 400.68% |
$818K - $4.17M
|
16.8K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 390.07% |
$813K - $4.14M
|
16.8K
$1M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
13K+ 407.02% |
$794K - $4.04M
|
16.3K
$973K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
13KNew |
$791K - $4.03M
|
13K
$778K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13KNew |
$790K - $4.03M
|
13K
$778K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
12.9K+ 390.66% |
$783K - $3.99M
|
16.2K
$968K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.8K+ 397.89% |
$781K - $3.98M
|
16.1K
$961K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 924.69% |
$775K - $3.94M
|
14.1K
$844K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
12.6K+ 400.0% |
$769K - $3.92M
|
15.8K
$945K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
12.6K+ 385.81% |
$767K - $3.91M
|
15.9K
$951K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12.5K+ 393.94% |
$763K - $3.88M
|
15.7K
$941K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 395.56% |
$759K - $3.87M
|
15.6K
$936K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 400.03% |
$748K - $3.81M
|
15.4K
$920K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
11.9K+ 327.04% |
$726K - $3.69M
|
15.6K
$932K
|