Purchases and Sales Made in Q3 2023 in Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-397- 1.14% |
$107K - $114K
|
34.4K
$2.1M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-399- 7.76% |
$108K - $114K
|
4.75K
$290K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-431- 11.48% |
$116K - $123K
|
3.32K
$203K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-455- 22.82% |
$123K - $130K
|
1.54K
$93.9K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-459- 12.18% |
$124K - $131K
|
3.31K
$202K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-460- 33.0% |
$124K - $132K
|
934
$57K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-478- 38.39% |
$129K - $137K
|
767
$46.8K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-478- 26.91% |
$129K - $137K
|
1.3K
$79.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-480- 4.68% |
$130K - $137K
|
9.77K
$596K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-496- 33.63% |
$134K - $142K
|
979
$59.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-505- 16.34% |
$136K - $145K
|
2.59K
$158K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-512- 2.9% |
$138K - $147K
|
17.2K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-537- 33.09% |
$145K - $154K
|
1.09K
$66.3K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-544- 15.87% |
$147K - $156K
|
2.88K
$176K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-548- 16.66% |
$148K - $157K
|
2.74K
$167K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-551- 45.09% |
$149K - $158K
|
671
$41K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-606- 2.58% |
$164K - $174K
|
22.9K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-611- 40.84% |
$165K - $175K
|
885
$54K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-634- 1.47% |
$171K - $182K
|
42.6K
$2.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-635- 12.15% |
$171K - $182K
|
4.59K
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-686- 43.67% |
$185K - $196K
|
885
$54K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-738- 29.09% |
$199K - $211K
|
1.8K
$110K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-774- 3.44% |
$209K - $222K
|
21.7K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-779- 8.3% |
$210K - $223K
|
8.61K
$526K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-822- 39.61% |
$222K - $235K
|
1.25K
$76.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-868- 12.96% |
$234K - $249K
|
5.83K
$356K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-900- 5.07% |
$243K - $258K
|
16.8K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-900- 53.7% |
$243K - $258K
|
776
$47.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-984- 30.13% |
$266K - $282K
|
2.28K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.08K- 3.05% |
$293K - $311K
|
34.4K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.19K- 14.12% |
$320K - $340K
|
7.21K
$440K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.2K- 4.75% |
$324K - $343K
|
24K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 24.57% |
$324K - $343K
|
3.68K
$224K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.81K- 39.27% |
$489K - $518K
|
2.8K
$171K
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.92K- 22.48% |
$517K - $549K
|
6.6K
$403K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.05K- 15.52% |
$553K - $586K
|
11.1K
$680K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.08KClosed |
$560K - $594K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.08K- 51.02% |
$561K - $596K
|
2K
$122K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-2.28K- 20.88% |
$615K - $653K
|
8.63K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 57.99% |
$714K - $758K
|
1.92K
$117K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.98K- 20.04% |
$805K - $853K
|
11.9K
$725K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.02K- 3.69% |
$815K - $865K
|
78.8K
$4.81M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.6K- 64.13% |
$1.24M - $1.32M
|
2.57K
$157K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.07K- 3.27% |
$1.64M - $1.74M
|
180K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.42K- 15.51% |
$2M - $2.13M
|
40.4K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.43K- 20.16% |
$2.01M - $2.13M
|
29.4K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.63K- 53.96% |
$2.06M - $2.18M
|
6.51K
$397K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.91K- 2.66% |
$2.13M - $2.26M
|
290K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.44K- 19.96% |
$2.28M - $2.42M
|
33.9K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.86K- 7.9% |
$2.39M - $2.54M
|
103K
$6.31M
|