Purchases and Sales Made in Q4 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q4 2024. 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 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
30.4KNew |
$1.75M - $1.98M
|
30.4K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15.1KNew |
$869K - $986K
|
15.1K
$935K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
14.6KNew |
$840K - $953K
|
14.6K
$904K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11K+ 12.59% |
$632K - $716K
|
98.2K
$6.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.36KNew |
$366K - $415K
|
6.36K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.17KNew |
$297K - $337K
|
5.17K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.6K+ 36.91% |
$264K - $300K
|
17K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.79K+ 3.99% |
$218K - $248K
|
98.8K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.54K+ 8.3% |
$204K - $231K
|
46.2K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.51K+ 11.32% |
$202K - $229K
|
34.5K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.79K+ 0.74% |
$161K - $182K
|
380K
$23.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.67K+ 2.19% |
$154K - $174K
|
125K
$7.73M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.45K+ 43.29% |
$141K - $160K
|
8.11K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.81K+ 10.63% |
$104K - $118K
|
18.8K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.64K+ 19.2% |
$94.3K - $107K
|
10.2K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 4.48% |
$74.2K - $84.2K
|
30.1K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 9.67% |
$72.9K - $82.7K
|
14.4K
$891K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.26K+ 4.77% |
$72.3K - $81.9K
|
27.6K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
918+ 8.11% |
$52.8K - $59.9K
|
12.2K
$757K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
872+ 19.09% |
$50.2K - $56.9K
|
5.44K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
450+ 8.44% |
$25.9K - $29.4K
|
5.78K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$23K - $26.1K
|
400
$24.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
387+ 1.82% |
$22.3K - $25.2K
|
21.7K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
305New |
$17.5K - $19.9K
|
305
$18.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
222+ 4.82% |
$12.8K - $14.5K
|
4.83K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
220+ 1.84% |
$12.7K - $14.4K
|
12.2K
$754K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
145+ 2.69% |
$8.34K - $9.46K
|
5.55K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
128New |
$7.36K - $8.35K
|
128
$7.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
101+ 1.21% |
$5.81K - $6.59K
|
8.42K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.26% |
$2.07K - $2.35K
|
13.7K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28+ 0.26% |
$1.61K - $1.83K
|
10.6K
$658K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16+ 0.16% |
$920 - $1.04K
|
10.1K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8+ 0.22% |
$460 - $522
|
3.65K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5+ 0.02% |
$288 - $326
|
22.2K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.15% |
$288 - $326
|
3.42K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.08% |
$230 - $261
|
4.89K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.32% |
$173 - $196
|
939
$58.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$57.5 - $65.2
|
590
$36.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 3.23% |
$57.5 - $65.2
|
32
$1.98K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.42% |
$57.5 - $65.2
|
239
$14.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$57.5 - $65.2
|
1
$61.9
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$57.5 - $65.2
|
467
$28.9K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.13% |
$57.5 - $65.2
|
784
$48.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-7- 0.2% |
$403 - $457
|
3.44K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-13- 0.32% |
$748 - $848
|
4.04K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-23- 0.63% |
$1.32K - $1.5K
|
3.61K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-24- 0.38% |
$1.38K - $1.57K
|
6.27K
$388K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 1.07% |
$3.74K - $4.24K
|
6.02K
$373K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-80- 0.88% |
$4.6K - $5.22K
|
9.03K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-83- 0.51% |
$4.77K - $5.41K
|
16.3K
$1.01M
|