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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.92K- 16.87% |
$168K - $191K
|
14.4K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.98K- 4.48% |
$171K - $194K
|
63.5K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.99K- 8.31% |
$172K - $195K
|
33K
$1.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-3.05K- 16.05% |
$175K - $199K
|
16K
$913K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.16K- 14.47% |
$182K - $206K
|
18.7K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.2K- 2.33% |
$184K - $209K
|
135K
$7.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.28K- 14.71% |
$188K - $214K
|
19K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.4K- 15.71% |
$195K - $221K
|
18.2K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.55K- 26.38% |
$204K - $231K
|
9.9K
$567K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.61K- 6.69% |
$207K - $235K
|
50.3K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.81K- 12.55% |
$219K - $248K
|
26.5K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.04K- 24.16% |
$233K - $264K
|
12.7K
$727K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-4.07K- 34.64% |
$234K - $266K
|
7.69K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.1K- 3.01% |
$236K - $267K
|
132K
$7.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.11K- 8.97% |
$236K - $268K
|
41.7K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 23.56% |
$241K - $273K
|
13.6K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 3.49% |
$252K - $286K
|
121K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.71K- 25.17% |
$271K - $307K
|
14K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.14K- 40.01% |
$353K - $401K
|
9.21K
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.81K- 11.69% |
$392K - $444K
|
51.4K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.11K- 21.11% |
$409K - $464K
|
26.6K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.43K- 15.19% |
$543K - $615K
|
52.7K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.51K- 29.4% |
$547K - $620K
|
22.8K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.9K- 54.47% |
$685K - $777K
|
9.95K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 59.07% |
$690K - $782K
|
8.31K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13K- 56.59% |
$751K - $851K
|
10K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15.8K- 17.15% |
$910K - $1.03M
|
76.4K
$4.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.1K- 4.8% |
$928K - $1.05M
|
320K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.7K- 1.1% |
$1.02M - $1.15M
|
1.59M
$90.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18.4K- 18.73% |
$1.06M - $1.2M
|
79.7K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.5K- 13.92% |
$1.18M - $1.34M
|
127K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-21.8K- 11.15% |
$1.25M - $1.42M
|
174K
$9.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.3K- 84.21% |
$1.46M - $1.65M
|
4.75K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27.4K- 62.58% |
$1.58M - $1.79M
|
16.4K
$939K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.5K- 7.62% |
$1.64M - $1.86M
|
346K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.1K- 11.1% |
$2.31M - $2.62M
|
321K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-53.8K- 67.51% |
$3.09M - $3.51M
|
25.9K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-87.5K- 15.73% |
$5.03M - $5.71M
|
469K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-95.1K- 62.22% |
$5.47M - $6.21M
|
57.8K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-105K- 7.09% |
$6.02M - $6.83M
|
1.37M
$78.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-261K- 95.09% |
$15M - $17M
|
13.5K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-331K- 78.0% |
$19.1M - $21.6M
|
93.4K
$5.35M
|