Purchases and Sales Made in Q3 2023 in Ishares Tr (IYH)

IYH Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (IYH) during Q3 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
Oct 12, 2023 Q3 2023
Granite Bay Wealth Management, LLC

BUY
 -
364K
New
$98.4M - $104M
364K $21.8M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
108K
+ 96.09%
$29.2M - $31M
221K $13.2M
Oct 27, 2023 Q3 2023
Bellwether Advisors, LLC

BUY
 -
95K
New
$25.7M - $27.2M
95K $5.68M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
65.8K
+ 4048.09%
$17.8M - $18.9M
67.4K $4.04M
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
38.8K
New
$10.5M - $11.1M
38.8K $2.32M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
32.6K
+ 459.45%
$8.81M - $9.34M
39.7K $2.38M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
29.5K
+ 39.89%
$7.97M - $8.45M
104K $6.19M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
29.5K
+ 239.97%
$7.96M - $8.45M
41.8K $2.5M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
25.8K
New
$6.98M - $7.4M
25.8K $1.55M
Nov 13, 2023 Q3 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
22.7K
+ 28.52%
$6.13M - $6.51M
102K $6.12M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
9.08K
+ 7.24%
$2.45M - $2.6M
135K $8.05M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
8.24K
+ 40.7%
$2.22M - $2.36M
28.5K $1.7M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
4.26K
New
$1.15M - $1.22M
4.26K $255K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
4.09K
New
$1.1M - $1.17M
4.09K $245K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
3.76K
+ 393.0%
$1.02M - $1.08M
4.72K $282K
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
3.22K
New
$870K - $923K
3.22K $193K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.88K
+ 472.74%
$778K - $825K
3.49K $209K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.83K
+ 2.97%
$765K - $811K
98.1K $5.87M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.36K
+ 35.46%
$638K - $677K
9.03K $540K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
1.75K
+ 8.48%
$473K - $502K
22.4K $1.34M
Nov 14, 2023 Q3 2023
Marshall Wace, LLP

London, X0
BUY
 -
1.65K
New
$447K - $474K
1.65K $99K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.62K
New
$437K - $463K
1.62K $96.8K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.6K
New
$432K - $458K
1.6K $95.6K
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
1.38K
New
$372K - $394K
1.38K $82.3K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.25K
+ 7.99%
$339K - $359K
16.9K $1.01M
Oct 19, 2023 Q3 2023
Derbend Asset Management

BUY
 -
1.12K
New
$302K - $320K
1.12K $66.8K
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
1.11K
New
$300K - $318K
1.11K $66.4K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
1.08K
New
$292K - $310K
1.08K $64.8K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.08K
+ 74.97%
$292K - $310K
2.52K $151K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
1.05K
+ 16.41%
$283K - $300K
7.43K $445K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.02K
+ 69.27%
$275K - $292K
2.49K $149K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
991
+ 13.79%
$268K - $284K
8.18K $489K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
963
+ 123.78%
$260K - $276K
1.74K $104K
Oct 05, 2023 Q3 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
930
+ 30.19%
$251K - $266K
4.01K $240K
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
900
New
$243K - $258K
900 $53.9K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
873
+ 42.38%
$236K - $250K
2.93K $176K
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
821
New
$222K - $235K
821 $49.1K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
812
+ 17.16%
$219K - $233K
5.54K $332K
Nov 06, 2023 Q3 2023
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
779
New
$210K - $223K
779 $46.6K
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
733
+ 14.04%
$198K - $210K
5.95K $356K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
687
+ 32.87%
$186K - $197K
2.78K $166K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
597
+ 44.99%
$161K - $171K
1.92K $115K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
593
+ 5.52%
$160K - $170K
11.3K $678K
Nov 13, 2023 Q3 2023
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
589
+ 2.5%
$159K - $169K
24.2K $1.45M
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
574
+ 42.87%
$155K - $164K
1.91K $114K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
571
+ 5.5%
$154K - $164K
11K $656K
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
511
+ 1.65%
$138K - $146K
31.6K $1.89M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
472
+ 1.73%
$127K - $135K
27.8K $1.66M
Nov 01, 2023 Q3 2023
Financial Life Advisors

BUY
 -
463
+ 3.35%
$125K - $133K
14.3K $855K

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