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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.9K- 8.55% |
$175K - $192K
|
31K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.9K- 3.67% |
$175K - $192K
|
76K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.95K- 78.12% |
$178K - $196K
|
825
$50.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.15K- 26.93% |
$190K - $209K
|
8.54K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.35K- 0.99% |
$202K - $223K
|
336K
$20.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.4K- 5.39% |
$205K - $226K
|
59.7K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.47K- 0.95% |
$209K - $230K
|
361K
$22.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.01K- 6.11% |
$242K - $266K
|
61.7K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.36K- 16.64% |
$263K - $289K
|
21.8K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 3.07% |
$281K - $310K
|
147K
$9.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-4.68K- 4.69% |
$282K - $310K
|
95K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.3K- 0.36% |
$319K - $352K
|
1.48M
$90.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.76K- 11.16% |
$347K - $382K
|
45.9K
$2.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.43K- 5.0% |
$387K - $427K
|
122K
$7.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.47K- 66.68% |
$390K - $430K
|
3.24K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.57K- 38.95% |
$396K - $436K
|
10.3K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.95K- 2.3% |
$419K - $461K
|
296K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.35K- 63.81% |
$443K - $488K
|
4.17K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.5K- 17.13% |
$513K - $564K
|
41.1K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.55K- 28.34% |
$516K - $568K
|
21.6K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-8.66K- 29.62% |
$522K - $575K
|
20.6K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.67K- 36.09% |
$523K - $576K
|
15.4K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 37.49% |
$626K - $689K
|
17.3K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-10.8K- 9.91% |
$651K - $716K
|
98.1K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.2K- 91.61% |
$674K - $742K
|
1.02K
$63K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.1K- 1.02% |
$731K - $804K
|
1.18M
$72.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.6K- 1.34% |
$819K - $902K
|
998K
$61.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-13.6K- 33.67% |
$822K - $905K
|
26.9K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 3.44% |
$888K - $977K
|
413K
$25.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 14.1% |
$944K - $1.04M
|
95.4K
$5.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.5K- 80.0% |
$994K - $1.09M
|
4.12K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-16.8K- 4.27% |
$1.01M - $1.12M
|
377K
$23.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 4.57% |
$1.12M - $1.24M
|
388K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-26.5K- 2.92% |
$1.6M - $1.76M
|
881K
$54.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.7K- 64.53% |
$2.4M - $2.64M
|
21.8K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-83.6K- 78.04% |
$5.04M - $5.55M
|
23.5K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-90K- 53.04% |
$5.43M - $5.97M
|
79.7K
$4.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-102K- 27.0% |
$6.13M - $6.75M
|
275K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-109K- 5.84% |
$6.55M - $7.21M
|
1.75M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-116K- 96.82% |
$7M - $7.71M
|
3.81K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 26.29% |
$7.48M - $8.23M
|
348K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-223K- 17.24% |
$13.4M - $14.8M
|
1.07M
$65.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-275K- 64.26% |
$16.6M - $18.3M
|
153K
$9.41M
|