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 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.22K+ 17.46% |
$319K - $347K
|
8.22K
$502K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.06K+ 5.02% |
$275K - $300K
|
22.1K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 11.32% |
$267K - $291K
|
10.1K
$615K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 67.71% |
$265K - $288K
|
2.51K
$153K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
974New |
$254K - $276K
|
974
$59.5K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
969New |
$253K - $275K
|
969
$59.1K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
934+ 3.67% |
$243K - $265K
|
26.4K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
885+ 28.46% |
$231K - $251K
|
4K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
852+ 31.47% |
$222K - $242K
|
3.56K
$217K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
836New |
$218K - $237K
|
836
$51K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
836New |
$218K - $237K
|
836
$51K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
829+ 64.02% |
$216K - $235K
|
2.12K
$130K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
806New |
$210K - $229K
|
806
$49.2K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
803+ 39.71% |
$209K - $228K
|
2.83K
$172K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
785New |
$205K - $223K
|
785
$47.9K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
773New |
$201K - $219K
|
773
$47.2K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
769New |
$200K - $218K
|
769
$46.9K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
765New |
$199K - $217K
|
765
$46.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
759New |
$198K - $215K
|
759
$46.3K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
738+ 3.72% |
$192K - $209K
|
20.6K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
704+ 61.16% |
$184K - $200K
|
1.86K
$113K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
702New |
$183K - $199K
|
702
$42.9K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
688New |
$179K - $195K
|
688
$42K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
684+ 26.32% |
$178K - $194K
|
3.28K
$200K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
672+ 17.82% |
$175K - $191K
|
4.44K
$271K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
665+ 88.9% |
$173K - $189K
|
1.41K
$86.2K
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
640+ 46.34% |
$167K - $182K
|
2.02K
$123K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
606+ 18.36% |
$158K - $172K
|
3.91K
$238K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
599+ 0.6% |
$156K - $170K
|
101K
$6.14M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
595+ 59500.0% |
$155K - $169K
|
596
$36.4K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
577+ 19.12% |
$150K - $164K
|
3.6K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
557+ 22.59% |
$145K - $158K
|
3.02K
$185K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
537+ 10.92% |
$140K - $152K
|
5.45K
$333K
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
530+ 1.49% |
$138K - $150K
|
36.1K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
528+ 0.62% |
$138K - $150K
|
86K
$5.25M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
515+ 110.52% |
$134K - $146K
|
981
$59.9K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
495+ 5.21% |
$129K - $140K
|
10K
$610K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
493+ 19.07% |
$129K - $140K
|
3.08K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
457+ 43.4% |
$119K - $130K
|
1.51K
$92.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
456+ 57.65% |
$119K - $129K
|
1.25K
$76.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
446+ 265.48% |
$116K - $127K
|
614
$37.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
443New |
$115K - $126K
|
443
$27K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
418+ 12.97% |
$109K - $119K
|
3.64K
$222K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
413+ 17.12% |
$108K - $117K
|
2.83K
$172K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
409+ 16.53% |
$107K - $116K
|
2.88K
$176K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
402+ 69.43% |
$105K - $114K
|
981
$59.9K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
384+ 6.76% |
$100K - $109K
|
6.07K
$370K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
352+ 4.23% |
$91.8K - $99.9K
|
8.67K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
334+ 24.74% |
$87.1K - $94.8K
|
1.68K
$103K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
333+ 6.38% |
$86.8K - $94.5K
|
5.55K
$339K
|