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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-83- 0.51% |
$4.77K - $5.41K
|
16.3K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.9% |
$5.75K - $6.52K
|
5.15K
$319K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-100- 0.49% |
$5.75K - $6.52K
|
20.4K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-120- 5.14% |
$6.9K - $7.83K
|
2.22K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-125- 1.94% |
$7.19K - $8.15K
|
6.32K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-144- 2.07% |
$8.28K - $9.39K
|
6.8K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-146- 2.95% |
$8.4K - $9.53K
|
4.81K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-147- 0.33% |
$8.46K - $9.59K
|
44.8K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-155- 2.43% |
$8.92K - $10.1K
|
6.24K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-155- 1.05% |
$8.92K - $10.1K
|
14.6K
$903K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-156- 0.95% |
$8.97K - $10.2K
|
16.2K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-166- 1.14% |
$9.55K - $10.8K
|
14.3K
$888K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-217- 1.05% |
$12.5K - $14.2K
|
20.4K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-326- 4.87% |
$18.8K - $21.3K
|
6.37K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-330- 2.03% |
$19K - $21.5K
|
15.9K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-380- 1.21% |
$21.9K - $24.8K
|
31.1K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-401- 1.42% |
$23.1K - $26.2K
|
27.8K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-502- 14.47% |
$28.9K - $32.8K
|
2.97K
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-517- 7.41% |
$29.7K - $33.7K
|
6.46K
$400K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-528- 0.48% |
$30.4K - $34.4K
|
110K
$6.81M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-534- 4.58% |
$30.7K - $34.8K
|
11.1K
$690K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-543- 1.34% |
$31.2K - $35.4K
|
39.9K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-605- 6.83% |
$34.8K - $39.5K
|
8.25K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-722- 7.59% |
$41.5K - $47.1K
|
8.79K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-750- 4.55% |
$43.1K - $48.9K
|
15.7K
$974K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-918- 0.3% |
$52.8K - $59.9K
|
301K
$18.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.04K- 5.07% |
$60.1K - $68.1K
|
19.5K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.1K- 15.32% |
$63.3K - $71.8K
|
6.08K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.11K- 20.83% |
$63.8K - $72.4K
|
4.22K
$261K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.3K- 68.27% |
$75K - $85.1K
|
606
$37.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 1.75% |
$76.3K - $86.5K
|
74.6K
$4.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.33K- 24.92% |
$76.7K - $87K
|
4.02K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.42K- 14.16% |
$81.8K - $92.7K
|
8.62K
$533K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.53K- 18.09% |
$87.7K - $99.5K
|
6.91K
$428K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.57K- 3.98% |
$90.6K - $103K
|
37.9K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 8.69% |
$108K - $122K
|
19.7K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.95K- 25.49% |
$112K - $127K
|
5.69K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.56K- 10.48% |
$147K - $167K
|
21.8K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.71K- 99.93% |
$156K - $177K
|
2
$124
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.88K- 5.94% |
$166K - $188K
|
45.7K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.61K- 6.69% |
$207K - $235K
|
50.3K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.81K- 11.69% |
$392K - $444K
|
51.4K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13K- 56.59% |
$751K - $851K
|
10K
$620K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18.4K- 18.73% |
$1.06M - $1.2M
|
79.7K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-53.8K- 67.51% |
$3.09M - $3.51M
|
25.9K
$1.6M
|