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 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-595- 4.64% |
$34.5K - $36.7K
|
12.2K
$731K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-597- 6.91% |
$34.7K - $36.9K
|
8.04K
$481K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-613- 95.33% |
$35.6K - $37.9K
|
30
$1.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-679- 16.48% |
$39.4K - $41.9K
|
3.44K
$206K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-695- 1.18% |
$40.3K - $42.9K
|
58.3K
$3.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-791- 14.71% |
$45.9K - $48.8K
|
4.59K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-815- 8.23% |
$47.3K - $50.3K
|
9.09K
$544K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-837- 1.05% |
$48.6K - $51.7K
|
78.9K
$4.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-842- 1.5% |
$48.9K - $52K
|
55.3K
$3.31M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-999- 4.14% |
$58K - $61.7K
|
23.1K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-999- 8.62% |
$58K - $61.7K
|
10.6K
$633K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1K- 58.7% |
$58.2K - $61.9K
|
705
$42.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.03K- 2.28% |
$59.8K - $63.7K
|
44.2K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.12K- 9.64% |
$65K - $69.2K
|
10.5K
$628K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.13K- 10.24% |
$65.6K - $69.8K
|
9.91K
$593K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.14K- 11.04% |
$66.1K - $70.3K
|
9.18K
$549K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.16K- 15.3% |
$67.5K - $71.8K
|
6.44K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.18K- 2.82% |
$68.2K - $72.6K
|
40.5K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 8.94% |
$68.2K - $72.6K
|
12K
$716K
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.2K- 2.08% |
$69.8K - $74.2K
|
56.7K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.23K- 14.43% |
$71.6K - $76.1K
|
7.31K
$438K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 1.26% |
$74K - $78.7K
|
99.7K
$5.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.38K- 2.1% |
$80.2K - $85.3K
|
64.4K
$3.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.39K- 13.09% |
$80.5K - $85.6K
|
9.2K
$551K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.4K- 21.01% |
$81.2K - $86.4K
|
5.26K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.5K- 14.23% |
$87.1K - $92.6K
|
9.04K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 28.86% |
$92.9K - $98.8K
|
3.94K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.7K- 4.69% |
$98.6K - $105K
|
34.5K
$2.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 1.11% |
$99.2K - $106K
|
152K
$9.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.72K- 12.73% |
$100K - $106K
|
11.8K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.73K- 5.81% |
$100K - $107K
|
28K
$1.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.78K- 5.0% |
$104K - $110K
|
33.9K
$2.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.9K- 43.71% |
$110K - $117K
|
2.44K
$146K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.9K- 1.59% |
$110K - $117K
|
117K
$7M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.96K- 22.85% |
$114K - $121K
|
6.63K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.96K- 8.67% |
$114K - $121K
|
20.7K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.1K- 5.55% |
$122K - $129K
|
35.7K
$2.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.2K- 7.66% |
$128K - $136K
|
26.5K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.22K- 32.1% |
$129K - $137K
|
4.69K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.25K- 7.93% |
$131K - $139K
|
26.2K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-2.27K- 6.72% |
$132K - $140K
|
31.5K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.36K- 2.88% |
$137K - $146K
|
79.6K
$4.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.51K- 9.27% |
$145K - $155K
|
24.5K
$1.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.57K- 42.86% |
$149K - $158K
|
3.42K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.65K- 2.25% |
$154K - $164K
|
115K
$6.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.76K- 11.74% |
$160K - $170K
|
20.7K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.82K- 8.32% |
$163K - $174K
|
31K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.86K- 2.04% |
$166K - $177K
|
137K
$8.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.88K- 14.7% |
$167K - $178K
|
16.7K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-3K- 39.34% |
$174K - $185K
|
4.63K
$277K
|