Purchases and Sales Made in Q4 2024 in Ishares Tr (IHF)
This table provides information about the institutional ownership of Ishares Tr (IHF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
21+ 5.61% |
$996 - $1.19K
|
395
$20.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
18+ 0.15% |
$853 - $1.02K
|
12.2K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16+ 0.07% |
$759 - $909
|
24.3K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.11% |
$616 - $739
|
11.4K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
13+ 0.19% |
$616 - $739
|
6.9K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
12+ 0.21% |
$569 - $682
|
5.73K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.23% |
$142 - $170
|
1.31K
$68.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.04% |
$94.8 - $114
|
4.88K
$256K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.03% |
$94.8 - $114
|
6.71K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.08% |
$47.4 - $56.8
|
1.28K
$67.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.06% |
$47.4 - $56.8
|
1.76K
$92.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.16% |
$47.4 - $56.8
|
618
$32.5K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$47.4 - $56.8
|
1.5K
$78.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 42.86% |
$142 - $170
|
4
$210
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3- 0.07% |
$142 - $170
|
4.5K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-10- 0.49% |
$474 - $568
|
2.03K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-26- 0.57% |
$1.23K - $1.48K
|
4.5K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-28- 0.04% |
$1.33K - $1.59K
|
64.6K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.43% |
$2.37K - $2.84K
|
11.7K
$612K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-62- 0.36% |
$2.94K - $3.52K
|
17K
$891K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-68- 1.34% |
$3.22K - $3.86K
|
4.99K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-75- 9.49% |
$3.56K - $4.26K
|
715
$37.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-79- 98.75% |
$3.75K - $4.49K
|
1
$52.5
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-84- 20.79% |
$3.98K - $4.77K
|
320
$16.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-115- 2.98% |
$5.45K - $6.54K
|
3.75K
$197K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-199- 3.12% |
$9.43K - $11.3K
|
6.18K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 16.21% |
$9.48K - $11.4K
|
1.03K
$54.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-264- 1.63% |
$12.5K - $15K
|
15.9K
$836K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-280- 1.63% |
$13.3K - $15.9K
|
16.9K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-338- 3.69% |
$16K - $19.2K
|
8.83K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-391- 63.27% |
$18.5K - $22.2K
|
227
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-400- 7.43% |
$19K - $22.7K
|
4.98K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-419- 1.04% |
$19.9K - $23.8K
|
40K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-430- 18.74% |
$20.4K - $24.4K
|
1.87K
$97.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-493- 4.8% |
$23.4K - $28K
|
9.77K
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-520- 0.15% |
$24.7K - $29.6K
|
335K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-577- 9.71% |
$27.4K - $32.8K
|
5.37K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-577- 11.63% |
$27.4K - $32.8K
|
4.38K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-609- 7.92% |
$28.9K - $34.6K
|
7.08K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-634- 13.0% |
$30.1K - $36K
|
4.24K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-748- 5.07% |
$35.5K - $42.5K
|
14K
$735K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-875- 11.02% |
$41.5K - $49.7K
|
7.07K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-944- 2.73% |
$44.8K - $53.6K
|
33.7K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-961- 8.72% |
$45.6K - $54.6K
|
10.1K
$529K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1K- 17.33% |
$47.5K - $56.9K
|
4.78K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.03K- 18.12% |
$48.7K - $58.4K
|
4.65K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.06K- 9.74% |
$50.3K - $60.2K
|
9.82K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.39K- 1.95% |
$65.8K - $78.8K
|
69.6K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.41K- 25.07% |
$66.8K - $80.1K
|
4.22K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-1.44K- 7.74% |
$68.1K - $81.6K
|
17.1K
$899K
|