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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
220+ 22.43% |
$58.8K - $62.9K
|
1.2K
$71.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
196+ 4.21% |
$52.4K - $56K
|
4.85K
$290K
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
195+ 2.67% |
$52.1K - $55.7K
|
7.5K
$449K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
194+ 3.1% |
$51.8K - $55.4K
|
6.45K
$386K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
187+ 24.44% |
$50K - $53.4K
|
952
$57K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
178+ 6.11% |
$47.5K - $50.9K
|
3.09K
$185K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
178+ 13.51% |
$47.5K - $50.9K
|
1.5K
$89.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
177+ 3.33% |
$47.3K - $50.6K
|
5.49K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
175New |
$46.7K - $50K
|
175
$10.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
167+ 2.5% |
$44.6K - $47.7K
|
6.85K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
153New |
$40.9K - $43.7K
|
153
$9.16K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
152+ 10.43% |
$40.6K - $43.4K
|
1.61K
$96.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
138+ 328.57% |
$36.9K - $39.4K
|
180
$10.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
137+ 11.51% |
$36.6K - $39.1K
|
1.33K
$79.4K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133+ 6.16% |
$35.5K - $38K
|
2.29K
$137K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
121+ 4.45% |
$32.3K - $34.6K
|
2.84K
$170K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
110+ 3.02% |
$29.4K - $31.4K
|
3.75K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
107+ 2.01% |
$28.6K - $30.6K
|
5.42K
$324K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
104+ 6.73% |
$27.8K - $29.7K
|
1.65K
$98.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$26.7K - $28.6K
|
100
$5.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
99+ 12.28% |
$26.4K - $28.3K
|
905
$54.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98+ 7.28% |
$26.2K - $28K
|
1.44K
$86.4K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
98+ 4.38% |
$26.2K - $28K
|
2.33K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
90+ 23.68% |
$24K - $25.7K
|
470
$28.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
89+ 10.91% |
$23.8K - $25.4K
|
905
$54.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
79New |
$21.1K - $22.6K
|
79
$4.73K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 10.21% |
$20.8K - $22.3K
|
842
$50.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
75New |
$20K - $21.4K
|
75
$4.49K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$20K - $21.4K
|
75
$4.49K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
68+ 2.25% |
$18.2K - $19.4K
|
3.09K
$185K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
65+ 4.17% |
$17.4K - $18.6K
|
1.63K
$97.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
59+ 3.27% |
$15.8K - $16.9K
|
1.87K
$112K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
59+ 2.61% |
$15.8K - $16.9K
|
2.32K
$139K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.14% |
$14.7K - $15.7K
|
4.87K
$291K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
55+ 2.82% |
$14.7K - $15.7K
|
2.01K
$120K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
54+ 2.67% |
$14.4K - $15.4K
|
2.08K
$124K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$13.4K - $14.3K
|
50
$2.99K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$13.4K - $14.3K
|
50
$2.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
48+ 5.44% |
$12.8K - $13.7K
|
930
$55.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
47+ 24.1% |
$12.6K - $13.4K
|
242
$14.5K
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
44+ 1.3% |
$11.8K - $12.6K
|
3.43K
$205K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
42+ 3.78% |
$11.2K - $12K
|
1.15K
$68.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
42+ 3.27% |
$11.2K - $12K
|
1.33K
$79.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
41+ 3.75% |
$11K - $11.7K
|
1.14K
$67.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 4.95% |
$11K - $11.7K
|
870
$52.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
41New |
$11K - $11.7K
|
41
$2.45K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
36+ 1.54% |
$9.62K - $10.3K
|
2.37K
$142K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
36+ 4.68% |
$9.62K - $10.3K
|
805
$48.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 28.46% |
$9.35K - $10K
|
158
$9.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
34+ 0.33% |
$9.08K - $9.72K
|
10.3K
$613K
|