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 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-62- 2.69% |
$16.7K - $17.8K
|
2.24K
$134K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-66- 1.35% |
$17.8K - $18.9K
|
4.82K
$288K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-70- 4.85% |
$18.9K - $20.1K
|
1.37K
$82.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-70- 3.77% |
$18.9K - $20.1K
|
1.79K
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-71- 6.54% |
$19.2K - $20.3K
|
1.02K
$60.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-78- 3.91% |
$21.1K - $22.3K
|
1.92K
$115K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-82- 5.5% |
$22.1K - $23.5K
|
1.41K
$84.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-83- 1.29% |
$22.4K - $23.8K
|
6.37K
$381K
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-87- 3.57% |
$23.5K - $24.9K
|
2.35K
$141K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-90- 47.37% |
$24.3K - $25.8K
|
100
$5.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-92- 75.41% |
$24.8K - $26.4K
|
30
$1.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 9.72% |
$27K - $28.6K
|
929
$55.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-104- 2.17% |
$28.1K - $29.8K
|
4.68K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-104- 1.09% |
$28.1K - $29.8K
|
9.4K
$563K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-107- 3.9% |
$28.9K - $30.6K
|
2.64K
$158K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-111- 61.67% |
$30K - $31.8K
|
69
$4.13K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-120- 25.53% |
$32.4K - $34.4K
|
350
$20.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-120- 4.12% |
$32.4K - $34.4K
|
2.79K
$167K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-125- 5.18% |
$33.8K - $35.8K
|
2.29K
$137K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-140- 5.92% |
$37.8K - $40.1K
|
2.22K
$133K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-148- 4.26% |
$40K - $42.4K
|
3.33K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-149- 8.24% |
$40.2K - $42.7K
|
1.66K
$99.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-156- 54.36% |
$42.1K - $44.7K
|
131
$7.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-156- 2.54% |
$42.1K - $44.7K
|
5.98K
$358K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-161- 43.05% |
$43.5K - $46.1K
|
213
$12.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-180- 11.99% |
$48.6K - $51.6K
|
1.32K
$79K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-181- 3.84% |
$48.9K - $51.8K
|
4.53K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-184- 18.89% |
$49.7K - $52.7K
|
790
$47.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-195- 17.26% |
$52.7K - $55.9K
|
935
$56K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-196- 10.6% |
$52.9K - $56.1K
|
1.65K
$98.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-197- 13.64% |
$53.2K - $56.4K
|
1.25K
$74.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-208- 10.55% |
$56.2K - $59.6K
|
1.76K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-240- 9.59% |
$64.8K - $68.7K
|
2.26K
$135K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-247- 2.75% |
$66.7K - $70.8K
|
8.72K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-250- 4.94% |
$67.5K - $71.6K
|
4.81K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-269- 2.5% |
$72.6K - $77.1K
|
10.5K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-270- 1.86% |
$72.9K - $77.3K
|
14.2K
$853K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-275- 30.76% |
$74.3K - $78.8K
|
619
$37K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-292- 1.42% |
$78.9K - $83.6K
|
20.3K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-300- 26.11% |
$81K - $85.9K
|
849
$50.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-337- 12.13% |
$91K - $96.5K
|
2.44K
$146K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-346- 27.72% |
$93.4K - $99.1K
|
902
$54K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-358- 1.22% |
$96.7K - $103K
|
28.9K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-360- 4.45% |
$97.2K - $103K
|
7.73K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-367- 8.67% |
$99.1K - $105K
|
3.87K
$231K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-372- 4.54% |
$100K - $107K
|
7.82K
$468K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-387- 27.2% |
$105K - $111K
|
1.04K
$62K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-390- 0.22% |
$105K - $112K
|
180K
$10.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-395- 2.44% |
$107K - $113K
|
15.8K
$946K
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-397- 1.14% |
$107K - $114K
|
34.4K
$2.06M
|