Purchases and Sales Made in Q2 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-58- 0.98% |
$3.37K - $3.58K
|
5.87K
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-64- 1.25% |
$3.72K - $3.95K
|
5.05K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 1.18% |
$4.3K - $4.57K
|
6.18K
$370K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-82- 1.6% |
$4.76K - $5.06K
|
5.03K
$301K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-85- 0.81% |
$4.93K - $5.25K
|
10.4K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 20.0% |
$5.81K - $6.18K
|
400
$23.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-114- 31.67% |
$6.62K - $7.04K
|
246
$14.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-120- 0.58% |
$6.97K - $7.41K
|
20.6K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-129- 1.97% |
$7.49K - $7.97K
|
6.42K
$384K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-136- 2.93% |
$7.89K - $8.4K
|
4.5K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-149- 0.88% |
$8.65K - $9.2K
|
16.7K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-158- 4.08% |
$9.17K - $9.76K
|
3.72K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-190- 0.47% |
$11K - $11.7K
|
40.4K
$2.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-217- 2.46% |
$12.6K - $13.4K
|
8.61K
$515K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-223- 5.51% |
$12.9K - $13.8K
|
3.82K
$229K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-224- 7.23% |
$13K - $13.8K
|
2.87K
$172K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-225- 3.18% |
$13.1K - $13.9K
|
6.85K
$410K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-225- 1.32% |
$13.1K - $13.9K
|
16.9K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-226- 3.23% |
$13.1K - $14K
|
6.78K
$406K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-243- 7.04% |
$14.1K - $15K
|
3.21K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-260- 1.37% |
$15.1K - $16.1K
|
18.7K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-263- 5.92% |
$15.3K - $16.2K
|
4.18K
$250K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-270- 9.06% |
$15.7K - $16.7K
|
2.71K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-275Closed |
$16K - $17K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-300- 4.01% |
$17.4K - $18.5K
|
7.19K
$430K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-300- 73.17% |
$17.4K - $18.5K
|
110
$6.58K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-317- 1.04% |
$18.4K - $19.6K
|
30K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-325- 3.54% |
$18.9K - $20.1K
|
8.86K
$530K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-332- 8.37% |
$19.3K - $20.5K
|
3.64K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-349- 4.81% |
$20.3K - $21.6K
|
6.9K
$413K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-354- 5.64% |
$20.5K - $21.9K
|
5.93K
$355K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-380- 8.14% |
$22.1K - $23.5K
|
4.29K
$257K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-398- 3.29% |
$23.1K - $24.6K
|
11.7K
$700K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-398- 5.28% |
$23.1K - $24.6K
|
7.14K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-401- 10.15% |
$23.3K - $24.8K
|
3.55K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-409- 24.64% |
$23.7K - $25.3K
|
1.25K
$74.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-412- 2.45% |
$23.9K - $25.4K
|
16.4K
$980K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-425- 3.29% |
$24.7K - $26.2K
|
12.5K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-426- 0.85% |
$24.7K - $26.3K
|
49.7K
$2.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-428- 4.6% |
$24.8K - $26.4K
|
8.88K
$531K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-440- 2.34% |
$25.5K - $27.2K
|
18.4K
$1.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-440- 10.77% |
$25.5K - $27.2K
|
3.65K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-448- 4.57% |
$26K - $27.7K
|
9.36K
$560K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-467- 41.36% |
$27.1K - $28.8K
|
662
$39.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-476- 31.48% |
$27.6K - $29.4K
|
1.04K
$62K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-481- 10.21% |
$27.9K - $29.7K
|
4.23K
$253K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-510- 9.68% |
$29.6K - $31.5K
|
4.76K
$285K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-525- 4.72% |
$30.5K - $32.4K
|
10.6K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-530- 3.49% |
$30.8K - $32.7K
|
14.7K
$877K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-545- 7.79% |
$31.6K - $33.7K
|
6.46K
$386K
|