Purchases and Sales Made in Q3 2024 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-91- 0.99% |
$5.49K - $6.04K
|
9.11K
$561K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-93- 0.45% |
$5.61K - $6.17K
|
20.5K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 1.46% |
$6.03K - $6.64K
|
6.75K
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-114- 0.67% |
$6.87K - $7.57K
|
16.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-115- 1.74% |
$6.93K - $7.63K
|
6.51K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-118- 2.09% |
$7.11K - $7.83K
|
5.54K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-120- 3.56% |
$7.23K - $7.97K
|
3.26K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-120- 0.51% |
$7.23K - $7.97K
|
23.5K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-122- 2.55% |
$7.36K - $8.1K
|
4.67K
$287K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-125- 0.6% |
$7.54K - $8.3K
|
20.6K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-140- 3.6% |
$8.44K - $9.29K
|
3.75K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-149- 0.61% |
$8.98K - $9.89K
|
24.4K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-153- 7.18% |
$9.22K - $10.2K
|
1.98K
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-157- 2.2% |
$9.47K - $10.4K
|
6.98K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-160- 1.71% |
$9.65K - $10.6K
|
9.21K
$567K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-170- 2.97% |
$10.2K - $11.3K
|
5.56K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-173- 26.13% |
$10.4K - $11.5K
|
489
$30.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-184- 4.85% |
$11.1K - $12.2K
|
3.61K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-187- 2.39% |
$11.3K - $12.4K
|
7.64K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-194- 0.99% |
$11.7K - $12.9K
|
19.3K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-199- 2.2% |
$12K - $13.2K
|
8.84K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-210- 7.36% |
$12.7K - $13.9K
|
2.65K
$163K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-210- 0.15% |
$12.7K - $13.9K
|
138K
$8.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-217- 6.11% |
$13.1K - $14.4K
|
3.33K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-223- 1.58% |
$13.4K - $14.8K
|
13.9K
$853K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-250- 6.25% |
$15.1K - $16.6K
|
3.75K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 3.17% |
$15.1K - $16.6K
|
7.63K
$469K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-251- 20.06% |
$15.1K - $16.7K
|
1K
$61.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-280- 1.64% |
$16.9K - $18.6K
|
16.8K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-295- 5.48% |
$17.8K - $19.6K
|
5.09K
$313K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-299- 1.73% |
$18K - $19.8K
|
17K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-309- 1.44% |
$18.6K - $20.5K
|
21.1K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-318- 14.79% |
$19.2K - $21.1K
|
1.83K
$113K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-321- 0.29% |
$19.4K - $21.3K
|
110K
$6.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-321- 10.0% |
$19.4K - $21.3K
|
2.89K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-325- 7.03% |
$19.6K - $21.6K
|
4.3K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-326- 1.05% |
$19.7K - $21.6K
|
30.7K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-327- 84.28% |
$19.7K - $21.7K
|
61
$3.76K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-336- 0.1% |
$20.3K - $22.3K
|
327K
$20.2M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-350- 5.42% |
$21.1K - $23.2K
|
6.11K
$376K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-374- 9.78% |
$22.5K - $24.8K
|
3.45K
$212K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-400- 5.83% |
$24.1K - $26.6K
|
6.46K
$398K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-432- 4.24% |
$26K - $28.7K
|
9.77K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-499- 5.66% |
$30.1K - $33.1K
|
8.31K
$512K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 11.11% |
$30.1K - $33.2K
|
4K
$246K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-506- 13.94% |
$30.5K - $33.6K
|
3.13K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-515- 2.28% |
$31K - $34.2K
|
22.1K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-550- 1.61% |
$33.2K - $36.5K
|
33.7K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-552- 2.04% |
$33.3K - $36.6K
|
26.5K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-557- 5.95% |
$33.6K - $37K
|
8.81K
$542K
|