Purchases and Sales Made in Q2 2023 in Ishares Tr (IHF)
This table provides information about the institutional ownership of Ishares Tr (IHF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24+ 0.3% |
$5.81K - $6.33K
|
7.95K
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 32.26% |
$4.84K - $5.28K
|
82
$4.26K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 3.64% |
$2.18K - $2.37K
|
256
$13.3K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
6New |
$1.45K - $1.58K
|
6
$311
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$242 - $264
|
1.47K
$76.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.5% |
$242 - $264
|
41
$2.13K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8- 0.41% |
$1.94K - $2.11K
|
1.92K
$99.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13- 0.56% |
$3.15K - $3.43K
|
2.31K
$120K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-15- 1.09% |
$3.63K - $3.96K
|
1.36K
$70.3K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18- 0.45% |
$4.36K - $4.75K
|
3.99K
$207K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-18- 2.94% |
$4.36K - $4.75K
|
594
$30.8K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20- 0.43% |
$4.84K - $5.28K
|
4.65K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23- 0.89% |
$5.57K - $6.07K
|
2.57K
$133K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24- 0.51% |
$5.81K - $6.33K
|
4.66K
$242K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-34- 1.26% |
$8.23K - $8.97K
|
2.67K
$138K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 12.87% |
$8.48K - $9.23K
|
237
$12.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-38- 97.44% |
$9.2K - $10K
|
1
$51.9
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-38- 1.1% |
$9.2K - $10K
|
3.42K
$177K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-39- 1.12% |
$9.44K - $10.3K
|
3.44K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-46- 13.33% |
$11.1K - $12.1K
|
299
$15.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-52- 2.69% |
$12.6K - $13.7K
|
1.88K
$97.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66- 7.06% |
$16K - $17.4K
|
869
$45.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-67- 3.43% |
$16.2K - $17.7K
|
1.89K
$98K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-69- 4.5% |
$16.7K - $18.2K
|
1.47K
$76K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-73- 0.78% |
$17.7K - $19.3K
|
9.32K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 2.42% |
$18.6K - $20.3K
|
3.11K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
SELL
|
- |
-83- 2.66% |
$20.1K - $21.9K
|
3.03K
$157K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-99- 6.81% |
$24K - $26.1K
|
1.36K
$70.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-102- 7.81% |
$24.7K - $26.9K
|
1.2K
$62.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-107- 1.7% |
$25.9K - $28.2K
|
6.2K
$322K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-108- 80.0% |
$26.2K - $28.5K
|
27
$1.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-117- 1.29% |
$28.3K - $30.9K
|
8.93K
$463K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-129- 7.76% |
$31.2K - $34K
|
1.53K
$79.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-137- 5.85% |
$33.2K - $36.1K
|
2.21K
$114K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-160- 52.63% |
$38.7K - $42.2K
|
144
$7.47K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-171- 2.91% |
$41.4K - $45.1K
|
5.71K
$296K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-224- 2.8% |
$54.2K - $59.1K
|
7.79K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-226- 9.06% |
$54.7K - $59.6K
|
2.27K
$118K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-254- 16.21% |
$61.5K - $67K
|
1.31K
$68.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-261- 4.73% |
$63.2K - $68.8K
|
5.26K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-280- 28.72% |
$67.8K - $73.9K
|
695
$36.1K
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-300- 2.07% |
$72.6K - $79.1K
|
14.2K
$737K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-352- 12.06% |
$85.2K - $92.8K
|
2.57K
$133K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-358- 7.28% |
$86.7K - $94.4K
|
4.56K
$237K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-362- 29.22% |
$87.7K - $95.5K
|
877
$45.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-378- 7.85% |
$91.5K - $99.7K
|
4.44K
$230K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-385- 28.97% |
$93.2K - $102K
|
944
$49K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-432- 5.92% |
$105K - $114K
|
6.86K
$356K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-549- 8.23% |
$133K - $145K
|
6.12K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-677- 4.57% |
$164K - $179K
|
14.2K
$734K
|