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 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-17- 0.19% |
$4.54K - $4.86K
|
8.97K
$537K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18- 0.23% |
$4.81K - $5.14K
|
7.86K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19- 1.16% |
$5.08K - $5.43K
|
1.62K
$97.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19- 1.16% |
$5.08K - $5.43K
|
1.63K
$97.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-20- 1.81% |
$5.34K - $5.71K
|
1.09K
$65K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-20- 1.74% |
$5.34K - $5.71K
|
1.13K
$67.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 1.89% |
$5.34K - $5.71K
|
1.04K
$62.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-20- 0.35% |
$5.34K - $5.71K
|
5.63K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-25- 1.74% |
$6.68K - $7.14K
|
1.42K
$84.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-26- 0.32% |
$6.95K - $7.43K
|
8.19K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-26- 4.09% |
$6.95K - $7.43K
|
609
$36.4K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-27- 2.64% |
$7.21K - $7.71K
|
996
$59.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29- 1.27% |
$7.75K - $8.29K
|
2.25K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 0.99% |
$8.01K - $8.57K
|
3K
$180K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-30- 1.38% |
$8.01K - $8.57K
|
2.14K
$128K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-35- 3.84% |
$9.35K - $10K
|
877
$52.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-35- 5.6% |
$9.35K - $10K
|
590
$35.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-38- 1.66% |
$10.2K - $10.9K
|
2.25K
$135K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-40- 2.61% |
$10.7K - $11.4K
|
1.49K
$89.2K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41- 0.79% |
$11K - $11.7K
|
5.14K
$308K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-47- 0.84% |
$12.6K - $13.4K
|
5.54K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 9.62% |
$13.6K - $14.6K
|
479
$28.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-51- 9.62% |
$13.6K - $14.6K
|
479
$28.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-51- 6.1% |
$13.6K - $14.6K
|
785
$47K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-55- 1.98% |
$14.7K - $15.7K
|
2.73K
$163K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-55- 4.93% |
$14.7K - $15.7K
|
1.06K
$63.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-57- 7.3% |
$15.2K - $16.3K
|
724
$43.3K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-58- 26.98% |
$15.5K - $16.6K
|
157
$9.39K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-59- 3.09% |
$15.8K - $16.9K
|
1.85K
$111K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-63- 3.14% |
$16.8K - $18K
|
1.94K
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-68- 2.98% |
$18.2K - $19.4K
|
2.21K
$132K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-75- 8.33% |
$20K - $21.4K
|
825
$49.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-77- 0.18% |
$20.6K - $22K
|
43.3K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-78- 3.05% |
$20.8K - $22.3K
|
2.48K
$148K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-80- 2.67% |
$21.4K - $22.9K
|
2.91K
$174K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-82- 82.0% |
$21.9K - $23.4K
|
18
$1.08K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-88- 1.19% |
$23.5K - $25.1K
|
7.31K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-95- 3.79% |
$25.4K - $27.1K
|
2.41K
$144K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-97- 74.62% |
$25.9K - $27.7K
|
33
$1.97K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-98- 7.86% |
$26.2K - $28K
|
1.15K
$68.8K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 3.79% |
$26.7K - $28.6K
|
2.54K
$152K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 5.45% |
$26.7K - $28.6K
|
1.74K
$104K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-105- 4.02% |
$28K - $30K
|
2.51K
$150K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-106- 11.6% |
$28.3K - $30.3K
|
808
$48.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-107- 3.83% |
$28.6K - $30.6K
|
2.68K
$161K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-109- 9.2% |
$29.1K - $31.1K
|
1.08K
$64.4K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-118- 8.43% |
$31.5K - $33.7K
|
1.28K
$76.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-120- 91.6% |
$32.1K - $34.3K
|
11
$658
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-122- 3.28% |
$32.6K - $34.9K
|
3.6K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-130- 3.59% |
$34.7K - $37.1K
|
3.5K
$209K
|