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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-211- 18.89% |
$54.3K - $60.4K
|
906
$54.2K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-213- 8.79% |
$54.8K - $61K
|
2.21K
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-231- 9.3% |
$59.4K - $66.1K
|
2.25K
$135K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-231- 20.64% |
$59.4K - $66.1K
|
888
$53.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-251- 3.97% |
$64.6K - $71.9K
|
6.08K
$364K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-255- 18.97% |
$65.6K - $73K
|
1.09K
$65.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-260- 7.37% |
$66.9K - $74.4K
|
3.27K
$196K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-299- 23.04% |
$76.9K - $85.6K
|
999
$59.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 90.09% |
$77.2K - $85.9K
|
33
$1.97K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-314- 31.18% |
$80.8K - $89.9K
|
693
$41.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-320- 5.93% |
$82.3K - $91.6K
|
5.08K
$304K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-330- 11.45% |
$84.9K - $94.5K
|
2.55K
$153K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-379- 13.56% |
$97.5K - $109K
|
2.42K
$145K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-408- 8.46% |
$105K - $117K
|
4.41K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-425- 2.48% |
$109K - $122K
|
16.7K
$1M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-425- 2.52% |
$109K - $122K
|
16.4K
$983K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-439- 9.56% |
$113K - $126K
|
4.15K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-444- 0.21% |
$114K - $127K
|
213K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-449- 20.41% |
$115K - $129K
|
1.75K
$105K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-469- 5.38% |
$121K - $134K
|
8.25K
$494K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-491- 22.16% |
$126K - $141K
|
1.73K
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-497- 1.72% |
$128K - $142K
|
28.4K
$1.7M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-540- 80.0% |
$139K - $155K
|
135
$8.08K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-550- 20.87% |
$141K - $157K
|
2.09K
$125K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-610- 25.98% |
$157K - $175K
|
1.74K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-642- 8.31% |
$165K - $184K
|
7.09K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-653- 23.51% |
$168K - $187K
|
2.12K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-661- 34.5% |
$170K - $189K
|
1.26K
$75.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-700- 46.67% |
$180K - $200K
|
800
$47.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-710- 12.82% |
$183K - $203K
|
4.83K
$289K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-797- 2.98% |
$205K - $228K
|
25.9K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-798- 48.87% |
$205K - $228K
|
835
$50K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-822- 63.82% |
$211K - $235K
|
466
$27.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-843- 63.77% |
$217K - $241K
|
479
$28.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-879- 17.41% |
$226K - $252K
|
4.17K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-916- 47.88% |
$236K - $262K
|
997
$59.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-917- 37.22% |
$236K - $263K
|
1.55K
$92.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-968- 95.37% |
$249K - $277K
|
47
$2.81K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-973- 4.82% |
$250K - $279K
|
19.2K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-975- 75.41% |
$251K - $279K
|
318
$19K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-979- 37.86% |
$252K - $280K
|
1.61K
$96.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.03K- 36.78% |
$265K - $295K
|
1.77K
$106K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.05K- 1.33% |
$269K - $299K
|
77.7K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.16K- 13.32% |
$298K - $331K
|
7.53K
$451K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.2K- 61.84% |
$308K - $343K
|
740
$44.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-1.39K- 24.7% |
$358K - $398K
|
4.24K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.49K- 20.09% |
$384K - $427K
|
5.94K
$355K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.61K- 58.81% |
$415K - $461K
|
1.13K
$67.6K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.7K- 58.24% |
$437K - $486K
|
1.22K
$72.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.77K- 37.56% |
$456K - $507K
|
2.95K
$176K
|