Purchases and Sales Made in Q1 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
132+ 400.0% |
$8.03K - $40.9K
|
165
$10.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
128+ 412.9% |
$7.79K - $39.7K
|
159
$9.79K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
125New |
$7.6K - $38.7K
|
125
$7.7K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 400.0% |
$7.3K - $37.2K
|
150
$9.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
102+ 150.0% |
$6.2K - $31.6K
|
170
$10.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100New |
$6.08K - $31K
|
100
$6.16K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
92+ 400.0% |
$5.6K - $28.5K
|
115
$7.08K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
86+ 3.82% |
$5.23K - $26.6K
|
2.34K
$144K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
80+ 400.0% |
$4.87K - $24.8K
|
100
$6.16K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
72+ 400.0% |
$4.38K - $22.3K
|
90
$5.54K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$4.26K - $21.7K
|
70
$4.31K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
52+ 400.0% |
$3.16K - $16.1K
|
65
$4K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
48+ 400.0% |
$2.92K - $14.9K
|
60
$3.69K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
44+ 400.0% |
$2.68K - $13.6K
|
55
$3.39K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 400.0% |
$2.43K - $12.4K
|
50
$3.08K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
40+ 400.0% |
$2.43K - $12.4K
|
50
$3.08K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 377.78% |
$2.07K - $10.5K
|
43
$2.65K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 400.0% |
$1.7K - $8.67K
|
35
$2.15K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
25New |
$1.52K - $7.74K
|
25
$1.54K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
24+ 3.88% |
$1.46K - $7.43K
|
643
$39.6K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20New |
$1.22K - $6.2K
|
20
$1.23K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
16+ 400.0% |
$973 - $4.96K
|
20
$1.23K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12+ 400.0% |
$730 - $3.72K
|
15
$923
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5New |
$304 - $1.55K
|
5
$308
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-20- 0.18% |
$1.22K - $6.2K
|
11.1K
$681K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-138- 3.8% |
$8.39K - $42.7K
|
3.5K
$215K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.81K- 6.01% |
$110K - $561K
|
28.4K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.11K- 7.34% |
$128K - $654K
|
26.6K
$1.64M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.4K- 24.56% |
$146K - $742K
|
7.36K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-9.5K- 50.84% |
$578K - $2.94M
|
9.18K
$565K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.7K- 11.14% |
$1.38M - $7.04M
|
181K
$11.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-418K- 32.3% |
$25.4M - $130M
|
876K
$53.9M
|