Purchases and Sales Made in Q4 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-29- 4.32% |
$7.46K - $8.3K
|
642
$38.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-32- 0.88% |
$8.23K - $9.16K
|
3.61K
$216K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-32- 3.06% |
$8.23K - $9.16K
|
1.01K
$60.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-39- 29.77% |
$10K - $11.2K
|
92
$5.51K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-44- 5.18% |
$11.3K - $12.6K
|
805
$48.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-46- 4.01% |
$11.8K - $13.2K
|
1.1K
$65.8K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-49- 3.48% |
$12.6K - $14K
|
1.36K
$81.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-49- 1.09% |
$12.6K - $14K
|
4.44K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-50- 5.1% |
$12.9K - $14.3K
|
930
$55.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-50- 1.9% |
$12.9K - $14.3K
|
2.58K
$155K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-51- 5.64% |
$13.1K - $14.6K
|
853
$51K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-52- 4.54% |
$13.4K - $14.9K
|
1.09K
$65.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-53- 34.64% |
$13.6K - $15.2K
|
100
$5.98K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-57- 5.73% |
$14.7K - $16.3K
|
938
$56.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-64- 23.88% |
$16.5K - $18.3K
|
204
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-65- 1.57% |
$16.7K - $18.6K
|
4.07K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 1.37% |
$17.2K - $19.2K
|
4.81K
$288K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-67- 2.06% |
$17.2K - $19.2K
|
3.18K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-79- 40.1% |
$20.3K - $22.6K
|
118
$7.06K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-80- 80.0% |
$20.6K - $22.9K
|
20
$1.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-80- 3.57% |
$20.6K - $22.9K
|
2.16K
$129K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-82- 9.46% |
$21.1K - $23.5K
|
785
$47K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-86- 3.68% |
$22.1K - $24.6K
|
2.25K
$135K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-90- 1.86% |
$23.2K - $25.8K
|
4.75K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-95- 0.67% |
$24.4K - $27.2K
|
14.2K
$847K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-103- 7.6% |
$26.5K - $29.5K
|
1.25K
$75K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-104- 1.31% |
$26.8K - $29.8K
|
7.81K
$468K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-105- 9.37% |
$27K - $30.1K
|
1.02K
$60.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-108- 2.09% |
$27.8K - $30.9K
|
5.07K
$303K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-113- 6.9% |
$29.1K - $32.3K
|
1.52K
$91.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-114- 5.24% |
$29.3K - $32.6K
|
2.06K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-115- 3.27% |
$29.6K - $32.9K
|
3.4K
$204K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-118- 74.68% |
$30.4K - $33.8K
|
40
$2.39K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-118- 6.15% |
$30.4K - $33.8K
|
1.8K
$108K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-119- 14.08% |
$30.6K - $34.1K
|
726
$43.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-119- 1.92% |
$30.6K - $34.1K
|
6.07K
$363K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-132- 0.61% |
$34K - $37.8K
|
21.6K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-147- 6.39% |
$37.8K - $42.1K
|
2.15K
$129K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-150- 10.9% |
$38.6K - $42.9K
|
1.23K
$73.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-154- 4.65% |
$39.6K - $44.1K
|
3.16K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-160- 3.33% |
$41.2K - $45.8K
|
4.65K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-162- 40.4% |
$41.7K - $46.4K
|
239
$14.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-165- 4.4% |
$42.4K - $47.2K
|
3.59K
$215K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-173- 96.11% |
$44.5K - $49.5K
|
7
$419
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-175- 12.41% |
$45K - $50.1K
|
1.24K
$73.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-184- 10.3% |
$47.3K - $52.7K
|
1.6K
$95.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-190- 9.89% |
$48.9K - $54.4K
|
1.73K
$104K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-197- 4.91% |
$50.7K - $56.4K
|
3.81K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-200- 14.67% |
$51.4K - $57.3K
|
1.16K
$69.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-200- 3.43% |
$51.4K - $57.3K
|
5.63K
$337K
|