Purchases and Sales Made in Q3 2023 in Ishares Tr (IYH)
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 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
458+ 6.79% |
$124K - $131K
|
7.21K
$431K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
452+ 3.6% |
$122K - $129K
|
13K
$778K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
443New |
$120K - $127K
|
443
$26.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
426New |
$115K - $122K
|
426
$25.5K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
422+ 1.0% |
$114K - $121K
|
42.4K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
407+ 10.93% |
$110K - $117K
|
4.13K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
401New |
$108K - $115K
|
401
$24K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
393+ 4.04% |
$106K - $113K
|
10.1K
$606K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
392+ 4.26% |
$106K - $112K
|
9.6K
$575K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
357+ 3.17% |
$96.4K - $102K
|
11.6K
$696K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
344+ 2.24% |
$92.9K - $98.5K
|
15.7K
$941K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
328+ 0.37% |
$88.6K - $94K
|
88.8K
$5.31M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
311+ 19.33% |
$84K - $89.1K
|
1.92K
$115K
|
|
|
Oct 17, 2023
Q3 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
306+ 4.08% |
$82.6K - $87.7K
|
7.81K
$467K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
289+ 12.93% |
$78.1K - $82.8K
|
2.52K
$151K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
286New |
$77.2K - $81.9K
|
286
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
282+ 4.21% |
$76.2K - $80.8K
|
6.98K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
277+ 9.73% |
$74.8K - $79.3K
|
3.12K
$187K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
270+ 1.39% |
$72.9K - $77.3K
|
19.7K
$1.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
268+ 36.61% |
$72.4K - $76.8K
|
1K
$59.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
255+ 30.91% |
$68.9K - $73K
|
1.08K
$64.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
250New |
$67.5K - $71.6K
|
250
$15K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
249+ 5.48% |
$67.2K - $71.3K
|
4.8K
$287K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
221+ 4.81% |
$59.7K - $63.3K
|
4.82K
$288K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
218+ 3.18% |
$58.9K - $62.4K
|
7.07K
$423K
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
217+ 0.82% |
$58.6K - $62.2K
|
26.7K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
209+ 11.21% |
$56.4K - $59.9K
|
2.07K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206+ 7.68% |
$55.6K - $59K
|
2.89K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
202+ 21.22% |
$54.6K - $57.9K
|
1.15K
$69.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
200+ 4.12% |
$54K - $57.3K
|
5.05K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
200+ 15.09% |
$54K - $57.3K
|
1.53K
$91.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
200New |
$54K - $57.3K
|
200
$12K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
165+ 19.6% |
$44.6K - $47.3K
|
1.01K
$60.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
159New |
$42.9K - $45.5K
|
159
$9.51K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
158+ 12.88% |
$42.7K - $45.3K
|
1.39K
$82.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
155New |
$41.9K - $44.4K
|
155
$9.28K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
143+ 0.92% |
$38.6K - $41K
|
15.7K
$942K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
140+ 14.3% |
$37.8K - $40.1K
|
1.12K
$67K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
136+ 46.9% |
$36.7K - $39K
|
426
$25.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
105+ 5.67% |
$28.4K - $30.1K
|
1.96K
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
104+ 1.33% |
$28.1K - $29.8K
|
7.92K
$474K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
89+ 3.81% |
$24K - $25.5K
|
2.42K
$145K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
88+ 1100.0% |
$23.8K - $25.2K
|
96
$5.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
87+ 7.24% |
$23.5K - $24.9K
|
1.29K
$77.1K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
79+ 2.78% |
$21.3K - $22.6K
|
2.92K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
74+ 8.44% |
$20K - $21.2K
|
951
$56.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
70+ 1.29% |
$18.9K - $20.1K
|
5.5K
$329K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
69+ 2.17% |
$18.6K - $19.8K
|
3.25K
$194K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
69+ 4.24% |
$18.6K - $19.8K
|
1.7K
$101K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
60+ 2.8% |
$16.2K - $17.2K
|
2.2K
$132K
|