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 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-1.81K- 20.92% |
$465K - $517K
|
6.83K
$408K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 21.23% |
$513K - $571K
|
7.41K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.02K- 6.87% |
$520K - $579K
|
27.4K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.03K- 49.56% |
$521K - $580K
|
2.06K
$123K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.03K- 12.91% |
$523K - $582K
|
13.7K
$820K
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2.08K- 4.88% |
$536K - $596K
|
40.6K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 66.2% |
$564K - $628K
|
1.12K
$67K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.27K- 16.06% |
$584K - $650K
|
11.9K
$710K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.34K- 96.33% |
$602K - $670K
|
89
$5.33K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.48K- 98.45% |
$639K - $711K
|
39
$2.33K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.57KClosed |
$662K - $737K
|
0
$0
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.16K- 80.0% |
$813K - $905K
|
790
$47.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.31K- 29.65% |
$850K - $946K
|
7.84K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.36K- 56.15% |
$863K - $960K
|
2.62K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.41K- 15.21% |
$878K - $977K
|
19K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.44K- 52.79% |
$884K - $984K
|
3.07K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 71.65% |
$895K - $996K
|
1.38K
$82.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.69K- 10.73% |
$949K - $1.06M
|
30.7K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-3.85K- 99.69% |
$991K - $1.1M
|
12
$718
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.79K- 72.48% |
$1.23M - $1.37M
|
1.82K
$109K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.96K- 91.34% |
$1.27M - $1.42M
|
470
$28.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-5.06K- 32.02% |
$1.3M - $1.45M
|
10.8K
$643K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.12K- 52.36% |
$1.32M - $1.46M
|
4.65K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.32K- 52.56% |
$1.37M - $1.52M
|
4.8K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.52K- 24.09% |
$1.42M - $1.58M
|
17.4K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.95K- 30.2% |
$1.53M - $1.7M
|
13.8K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.36K- 1.64% |
$1.64M - $1.82M
|
381K
$22.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.82K- 28.4% |
$1.75M - $1.95M
|
17.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.01K- 3.93% |
$1.8M - $2.01M
|
171K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.06K- 78.22% |
$1.82M - $2.02M
|
1.97K
$118K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.34K- 67.04% |
$1.89M - $2.1M
|
3.61K
$216K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.38K- 8.55% |
$2.16M - $2.4M
|
89.7K
$5.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.48K- 9.55% |
$2.18M - $2.43M
|
80.3K
$4.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.75K- 51.61% |
$2.25M - $2.5M
|
8.2K
$491K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-8.88K- 80.08% |
$2.28M - $2.54M
|
2.21K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.49K- 13.28% |
$2.44M - $2.72M
|
62K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.83K- 84.49% |
$2.53M - $2.81M
|
1.8K
$108K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-10K- 76.92% |
$2.57M - $2.86M
|
3K
$180K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-10K- 76.92% |
$2.57M - $2.86M
|
3K
$180K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-11.5K- 80.2% |
$2.95M - $3.28M
|
2.83K
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 29.76% |
$3.09M - $3.44M
|
28.4K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.2K- 53.27% |
$3.9M - $4.34M
|
13.3K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.6K- 48.33% |
$4.28M - $4.77M
|
17.8K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.6K- 41.5% |
$4.53M - $5.04M
|
24.8K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.9K- 75.16% |
$5.37M - $5.98M
|
6.9K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.8K- 25.12% |
$8.69M - $9.67M
|
101K
$6.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.8K- 33.65% |
$8.96M - $9.97M
|
68.7K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.2K- 60.25% |
$16M - $17.8M
|
41.1K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-121K- 30.87% |
$31.2M - $34.7M
|
272K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-197K- 89.04% |
$50.8M - $56.5M
|
24.3K
$1.46M
|