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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.3KNew |
$3.12M - $15.9M
|
51.3K
$3.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
48.9K+ 401.45% |
$2.97M - $15.1M
|
61K
$3.76M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
48.5K+ 378.51% |
$2.95M - $15M
|
61.3K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.2K+ 404.35% |
$2.93M - $14.9M
|
60.1K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
47.6K+ 419.19% |
$2.9M - $14.8M
|
59K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
47.2K+ 344.67% |
$2.87M - $14.6M
|
61K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
45.6K+ 424.13% |
$2.77M - $14.1M
|
56.4K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
45.1K+ 352.26% |
$2.74M - $14M
|
57.9K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.4K+ 322.87% |
$2.7M - $13.8M
|
58.2K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.4K+ 553.25% |
$2.64M - $13.4M
|
51.2K
$3.15M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43.1K+ 1193.88% |
$2.62M - $13.4M
|
46.7K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
42.1K+ 298.99% |
$2.56M - $13M
|
56.2K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.5K+ 425.2% |
$2.47M - $12.6M
|
50.1K
$3.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
39K+ 424.38% |
$2.37M - $12.1M
|
48.2K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.1K+ 396.15% |
$2.2M - $11.2M
|
45.3K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35.5K+ 582.1% |
$2.16M - $11M
|
41.5K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
35.4K+ 366.41% |
$2.15M - $11M
|
45K
$2.77M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
34.2K+ 562.33% |
$2.08M - $10.6M
|
40.3K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
34.1K+ 453.17% |
$2.08M - $10.6M
|
41.7K
$2.56M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
34.1KNew |
$2.07M - $10.5M
|
34.1K
$2.1M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
33.2K+ 402.59% |
$2.02M - $10.3M
|
41.5K
$2.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
32.7K+ 412.56% |
$1.99M - $10.1M
|
40.6K
$2.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.6K+ 397.84% |
$1.98M - $10.1M
|
40.8K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.5K+ 439.31% |
$1.98M - $10.1M
|
39.9K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
32.2KNew |
$1.96M - $9.97M
|
32.2K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.9K+ 380.95% |
$1.82M - $9.27M
|
37.8K
$2.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
29.8K+ 416.41% |
$1.81M - $9.23M
|
36.9K
$2.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
29.3K+ 425.07% |
$1.79M - $9.09M
|
36.3K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.6K+ 403.91% |
$1.74M - $8.87M
|
35.7K
$2.2M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
28K+ 342.9% |
$1.7M - $8.68M
|
36.2K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
27.7K+ 397.84% |
$1.68M - $8.57M
|
34.6K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.9K+ 308.8% |
$1.64M - $8.34M
|
35.6K
$2.19M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
26.9K+ 394.14% |
$1.64M - $8.33M
|
33.7K
$2.08M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
26.3K+ 350.19% |
$1.6M - $8.16M
|
33.8K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
25.5K+ 429.6% |
$1.55M - $7.9M
|
31.5K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
24.9K+ 375.34% |
$1.51M - $7.71M
|
31.5K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24.3KNew |
$1.48M - $7.53M
|
24.3K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
24.3K+ 400.0% |
$1.48M - $7.52M
|
30.4K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.4K+ 3053.39% |
$1.42M - $7.25M
|
24.2K
$1.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
23.3K+ 359.93% |
$1.42M - $7.22M
|
29.8K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
23.3K+ 400.0% |
$1.42M - $7.22M
|
29.1K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
23.1K+ 638.02% |
$1.4M - $7.14M
|
26.7K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23K+ 423.12% |
$1.4M - $7.12M
|
28.4K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
23K+ 400.0% |
$1.4M - $7.12M
|
28.7K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.4K+ 482.96% |
$1.37M - $6.95M
|
27.1K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.3K+ 396.68% |
$1.36M - $6.92M
|
28K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
22.2K+ 366.52% |
$1.35M - $6.88M
|
28.3K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
22.2K+ 500.45% |
$1.35M - $6.88M
|
26.6K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22K+ 56456.41% |
$1.34M - $6.82M
|
22.1K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
22K+ 432.93% |
$1.34M - $6.81M
|
27K
$1.66M
|