Purchases and Sales Made in Q1 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
70.2K+ 1145.3% |
$18.3M - $19.9M
|
76.3K
$4.66M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63K+ 135.42% |
$16.4M - $17.9M
|
110K
$6.69M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.3K+ 2087.45% |
$8.15M - $8.87M
|
32.8K
$2M
|
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
22.8K+ 110.84% |
$5.94M - $6.47M
|
43.3K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17.7K+ 30.81% |
$4.61M - $5.02M
|
75.1K
$4.58M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.6K+ 60.56% |
$3.81M - $4.15M
|
38.8K
$2.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$3M - $3.26M
|
11.5K
$702K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8KNew |
$2.82M - $3.07M
|
10.8K
$661K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$2.78M - $3.02M
|
10.7K
$650K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.3K+ 13.52% |
$1.9M - $2.07M
|
61.3K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.9K+ 6.87% |
$1.54M - $1.67M
|
91.7K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.77K+ 1.42% |
$1.5M - $1.64M
|
412K
$25.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.75K+ 134.06% |
$1.5M - $1.63M
|
10K
$612K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.72KNew |
$1.49M - $1.62M
|
5.72K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.45K+ 95.03% |
$1.42M - $1.55M
|
11.2K
$683K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.97KNew |
$1.3M - $1.41M
|
4.97K
$303K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4.95K+ 123650.0% |
$1.29M - $1.4M
|
4.95K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.8K+ 23.61% |
$1.25M - $1.36M
|
25.1K
$1.53M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.66KNew |
$1.22M - $1.32M
|
4.66K
$285K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.53K+ 362.58% |
$1.18M - $1.28M
|
5.77K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.52KNew |
$1.18M - $1.28M
|
4.52K
$276K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.13KNew |
$1.08M - $1.17M
|
4.13K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
4.07K+ 311.02% |
$1.06M - $1.15M
|
5.37K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.95KNew |
$1.03M - $1.12M
|
3.95K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.83KNew |
$998K - $1.09M
|
3.83K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.72K+ 0.94% |
$970K - $1.06M
|
400K
$24.4M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
3.64K+ 28.99% |
$949K - $1.03M
|
16.2K
$989K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.3K+ 41.06% |
$860K - $936K
|
11.3K
$692K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.23KNew |
$842K - $917K
|
3.23K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.17KNew |
$826K - $899K
|
3.17K
$193K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$740K - $806K
|
2.84K
$173K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.78KNew |
$724K - $788K
|
2.78K
$170K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 17.17% |
$698K - $760K
|
18.3K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.67KNew |
$695K - $756K
|
2.67K
$163K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.62K+ 9.58% |
$684K - $744K
|
30K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.4K+ 8.77% |
$626K - $681K
|
29.8K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.35K+ 79.12% |
$612K - $666K
|
5.31K
$324K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.25KNew |
$585K - $637K
|
2.25K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.1K+ 32.44% |
$548K - $597K
|
8.59K
$524K
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.01KNew |
$524K - $571K
|
2.01K
$123K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.8K+ 18.82% |
$468K - $509K
|
11.3K
$692K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.54KNew |
$402K - $438K
|
1.54K
$94.2K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.47KNew |
$383K - $417K
|
1.47K
$89.7K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.46K+ 4.47% |
$381K - $415K
|
34.2K
$2.09M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.46K+ 2918.0% |
$380K - $414K
|
1.51K
$92.1K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.46K+ 2918.0% |
$380K - $414K
|
1.51K
$92.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
1.46K+ 15.28% |
$380K - $413K
|
11K
$671K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.41KNew |
$366K - $399K
|
1.41K
$85.8K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.27K+ 15.24% |
$331K - $360K
|
9.61K
$586K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.24K+ 174.44% |
$324K - $352K
|
1.95K
$119K
|