Purchases and Sales Made in Q4 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10+ 0.82% |
$2.57K - $2.86K
|
1.23K
$75.9K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
9+ 0.24% |
$2.32K - $2.58K
|
3.69K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.42% |
$2.06K - $2.29K
|
1.93K
$119K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$1.29K - $1.43K
|
5
$308
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5+ 0.53% |
$1.29K - $1.43K
|
956
$58.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.75% |
$1.29K - $1.43K
|
676
$41.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4+ 0.18% |
$1.03K - $1.15K
|
2.25K
$139K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.24% |
$1.03K - $1.15K
|
1.66K
$102K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.49% |
$1.03K - $1.15K
|
825
$50.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
4New |
$1.03K - $1.15K
|
4
$246
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.7% |
$772 - $859
|
429
$26.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 15.0% |
$772 - $859
|
23
$1.42K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3+ 0.37% |
$772 - $859
|
808
$49.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.07% |
$514 - $573
|
2.8K
$172K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 1.28% |
$514 - $573
|
158
$9.73K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$514 - $573
|
881
$54.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.08% |
$514 - $573
|
2.38K
$147K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$257 - $286
|
2.7K
$166K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$257 - $286
|
1
$61.6
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.65% |
$257 - $286
|
155
$9.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1+ 4.35% |
$257 - $286
|
24
$1.48K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.69% |
$257 - $286
|
60
$3.69K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.11% |
$257 - $286
|
952
$58.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.11% |
$257 - $286
|
934
$57.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.04% |
$257 - $286
|
2.49K
$153K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1- 0.1% |
$257 - $286
|
952
$58.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-4- 2.11% |
$1.03K - $1.15K
|
186
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4- 0.19% |
$1.03K - $1.15K
|
2.08K
$128K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-7- 0.33% |
$1.8K - $2K
|
2.11K
$130K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7- 0.31% |
$1.8K - $2K
|
2.22K
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-8- 0.1% |
$2.06K - $2.29K
|
7.92K
$487K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8- 1.88% |
$2.06K - $2.29K
|
418
$25.7K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-9- 0.45% |
$2.32K - $2.58K
|
1.98K
$122K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-10- 11.24% |
$2.57K - $2.86K
|
79
$4.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.22% |
$2.57K - $2.86K
|
4.52K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10- 1.25% |
$2.57K - $2.86K
|
790
$48.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-11- 1.38% |
$2.83K - $3.15K
|
788
$48.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12- 1.51% |
$3.09K - $3.44K
|
784
$48.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12- 0.15% |
$3.09K - $3.44K
|
7.93K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 41.67% |
$3.86K - $4.29K
|
21
$1.29K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-17- 9.44% |
$4.37K - $4.87K
|
163
$10K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-18- 0.54% |
$4.63K - $5.15K
|
3.31K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-19- 1.44% |
$4.89K - $5.44K
|
1.3K
$80.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-20- 2.58% |
$5.14K - $5.73K
|
756
$46.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 31.88% |
$5.66K - $6.3K
|
47
$2.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-24- 1.08% |
$6.17K - $6.87K
|
2.19K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24- 1.42% |
$6.17K - $6.87K
|
1.67K
$103K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 2.55% |
$6.43K - $7.16K
|
954
$58.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 1.39% |
$6.43K - $7.16K
|
1.77K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-25- 0.36% |
$6.43K - $7.16K
|
6.96K
$428K
|