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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.9K+ 350.69% |
$726K - $3.69M
|
15.3K
$917K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.9K+ 610.09% |
$724K - $3.69M
|
13.9K
$829K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11.7K+ 332.74% |
$710K - $3.62M
|
15.2K
$909K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.4K+ 400.0% |
$694K - $3.54M
|
14.3K
$854K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.3KNew |
$689K - $3.51M
|
11.3K
$678K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.2K+ 407.11% |
$679K - $3.46M
|
13.9K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.7KNew |
$651K - $3.31M
|
10.7K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.6K+ 393.08% |
$646K - $3.29M
|
13.3K
$798K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
10.6KNew |
$644K - $3.28M
|
10.6K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10.6K+ 422.67% |
$642K - $3.27M
|
13.1K
$781K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.5K+ 353.11% |
$641K - $3.27M
|
13.5K
$810K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.3K+ 400.08% |
$628K - $3.2M
|
12.9K
$773K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 524.34% |
$617K - $3.14M
|
12.1K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.1K+ 375.65% |
$616K - $3.13M
|
12.8K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 330.04% |
$614K - $3.12M
|
13.1K
$786K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10K+ 400.0% |
$610K - $3.11M
|
12.5K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10K+ 198.05% |
$610K - $3.11M
|
15.1K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
9.88K+ 402.85% |
$601K - $3.06M
|
12.3K
$738K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
9.66K+ 400.0% |
$588K - $2.99M
|
12.1K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.63K+ 386.94% |
$586K - $2.98M
|
12.1K
$725K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
9.59K+ 382.99% |
$584K - $2.97M
|
12.1K
$724K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.51K+ 399.58% |
$578K - $2.95M
|
11.9K
$711K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
9.37KNew |
$570K - $2.9M
|
9.37K
$561K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.37K+ 422.55% |
$570K - $2.9M
|
11.6K
$693K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.1K+ 397.6% |
$554K - $2.82M
|
11.4K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 1088.86% |
$553K - $2.82M
|
9.93K
$594K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9.07K+ 355.23% |
$552K - $2.81M
|
11.6K
$695K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
9.06K+ 593.84% |
$551K - $2.81M
|
10.6K
$634K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.99K+ 482.08% |
$547K - $2.78M
|
10.9K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.9KNew |
$541K - $2.76M
|
8.9K
$533K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8.89K+ 400.0% |
$541K - $2.75M
|
11.1K
$665K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.83K+ 399.55% |
$537K - $2.73M
|
11K
$660K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.78K+ 401.28% |
$534K - $2.72M
|
11K
$656K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.64K+ 400.23% |
$526K - $2.68M
|
10.8K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.61K+ 400.05% |
$524K - $2.67M
|
10.8K
$644K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.51K+ 440.27% |
$517K - $2.63M
|
10.4K
$625K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
8.43K+ 400.19% |
$513K - $2.61M
|
10.5K
$631K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.38K+ 400.0% |
$510K - $2.59M
|
10.5K
$627K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.34K+ 401.11% |
$507K - $2.58M
|
10.4K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.26K+ 400.29% |
$502K - $2.56M
|
10.3K
$618K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.12K+ 416.89% |
$494K - $2.52M
|
10.1K
$603K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
8.09K+ 383.64% |
$492K - $2.51M
|
10.2K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.05K+ 400.0% |
$490K - $2.49M
|
10.1K
$602K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
8.03K+ 400.0% |
$488K - $2.49M
|
10K
$600K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8K+ 400.0% |
$487K - $2.48M
|
10K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.97K+ 304.08% |
$485K - $2.47M
|
10.6K
$634K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.92K+ 400.0% |
$482K - $2.45M
|
9.9K
$592K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.92K+ 418.0% |
$482K - $2.45M
|
9.81K
$587K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.86K+ 322.13% |
$478K - $2.43M
|
10.3K
$616K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.84KNew |
$477K - $2.43M
|
7.84K
$469K
|