Purchases and Sales Made in Q2 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
892New |
$238K - $255K
|
892
$53.4K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
861New |
$230K - $246K
|
861
$51.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
857+ 13.54% |
$229K - $245K
|
7.19K
$430K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
852New |
$228K - $243K
|
852
$51K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
831+ 14.96% |
$222K - $237K
|
6.39K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
808New |
$216K - $231K
|
808
$48.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
797+ 13.51% |
$213K - $228K
|
6.7K
$401K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
795+ 10.45% |
$212K - $227K
|
8.4K
$503K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
778+ 8.1% |
$208K - $222K
|
10.4K
$621K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
775New |
$207K - $221K
|
775
$46.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
768+ 84.58% |
$205K - $219K
|
1.68K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
763New |
$204K - $218K
|
763
$45.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
732New |
$196K - $209K
|
732
$43.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
731New |
$195K - $209K
|
731
$43.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
726New |
$194K - $207K
|
726
$43.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
722New |
$193K - $206K
|
722
$43.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
718New |
$192K - $205K
|
718
$43K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
716New |
$191K - $205K
|
716
$42.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
703+ 7.01% |
$188K - $201K
|
10.7K
$643K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
681+ 11.22% |
$182K - $195K
|
6.75K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
634+ 5.44% |
$169K - $181K
|
12.3K
$735K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
563+ 4.14% |
$150K - $161K
|
14.2K
$848K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
533+ 48.76% |
$142K - $152K
|
1.63K
$97.3K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
476+ 4.64% |
$127K - $136K
|
10.7K
$643K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
470+ 23.92% |
$126K - $134K
|
2.44K
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
450+ 12.78% |
$120K - $129K
|
3.97K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
445+ 11.14% |
$119K - $127K
|
4.44K
$266K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
444+ 9.99% |
$119K - $127K
|
4.89K
$292K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
414+ 10.02% |
$111K - $118K
|
4.55K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
389+ 11.51% |
$104K - $111K
|
3.77K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
384+ 1.47% |
$103K - $110K
|
26.5K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
383+ 4.97% |
$102K - $109K
|
8.09K
$484K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
380+ 20.49% |
$102K - $109K
|
2.24K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
374New |
$99.9K - $107K
|
374
$22.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
343+ 1.73% |
$91.6K - $98K
|
20.2K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
331+ 7.52% |
$88.4K - $94.6K
|
4.73K
$283K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
315+ 19.02% |
$84.1K - $90K
|
1.97K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
312+ 18.53% |
$83.3K - $89.2K
|
2K
$119K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
311+ 4.87% |
$83.1K - $88.9K
|
6.7K
$401K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
307+ 10.3% |
$82K - $87.7K
|
3.29K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
301New |
$80.4K - $86K
|
301
$18K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
300+ 6.31% |
$80.1K - $85.7K
|
5.06K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
290+ 30.95% |
$77.5K - $82.9K
|
1.23K
$73.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
283+ 8.22% |
$75.6K - $80.9K
|
3.72K
$223K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
279+ 44.64% |
$74.5K - $79.7K
|
904
$54.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
269+ 8.39% |
$71.9K - $76.9K
|
3.48K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
255+ 1.79% |
$68.1K - $72.9K
|
14.5K
$869K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
239+ 12.11% |
$63.8K - $68.3K
|
2.21K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
224New |
$59.8K - $64K
|
224
$13.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
220+ 22.43% |
$58.8K - $62.9K
|
1.2K
$71.9K
|