Latest Institutional Transactions on Ishares Tr (IYH)
This table provides information on the latest institutional transactions involving Ishares Tr (IYH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
19.1KNew |
$1.14M - $1.23M
|
19.1K
$1.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-547- 3.57% |
$32.7K - $35.2K
|
14.8K
$944K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-7.91K- 10.63% |
$473K - $509K
|
66.5K
$4.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.09% |
$359 - $386
|
6.93K
$442K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 23.52% |
$135K - $146K
|
7.36K
$470K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
44.4KNew |
$2.66M - $2.85M
|
44.4K
$2.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
13.6K+ 268.8% |
$815K - $876K
|
18.7K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
144KNew |
$8.64M - $9.28M
|
144K
$9.22M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
24.8KNew |
$1.48M - $1.59M
|
24.8K
$1.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28+ 0.36% |
$1.68K - $1.8K
|
7.73K
$493K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.09KNew |
$185K - $199K
|
3.09K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-238- 0.29% |
$14.2K - $15.3K
|
81.4K
$5.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-275- 2.94% |
$16.5K - $17.7K
|
9.07K
$579K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
39.1KNew |
$2.34M - $2.51M
|
39.1K
$2.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.14% |
$419 - $450
|
4.94K
$315K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-689- 5.0% |
$41.2K - $44.3K
|
13.1K
$836K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-541- 84.4% |
$32.4K - $34.8K
|
100
$6.39K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.31KNew |
$198K - $212K
|
3.31K
$211K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.52K- 2.14% |
$90.8K - $97.6K
|
69.5K
$4.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.7K+ 1291.05% |
$3.21M - $3.45M
|
57.8K
$3.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$120 - $129
|
8.75K
$559K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-804- 12.11% |
$48.1K - $51.7K
|
5.83K
$373K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12- 0.2% |
$718 - $771
|
5.84K
$373K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.2K+ 4.72% |
$72K - $77.4K
|
26.7K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
731+ 7.21% |
$43.7K - $47K
|
10.9K
$695K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-178- 1.87% |
$10.7K - $11.4K
|
9.35K
$597K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.36% |
$778 - $836
|
3.62K
$231K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
124+ 2.08% |
$7.42K - $7.97K
|
6.1K
$389K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.4K- 5.35% |
$203K - $219K
|
60.2K
$3.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
12.6KNew |
$752K - $808K
|
12.6K
$803K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-811- 14.25% |
$48.5K - $52.1K
|
4.88K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
20KNew |
$1.19M - $1.28M
|
20K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-380- 47.2% |
$22.7K - $24.4K
|
425
$27.1K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-2.77K- 2.88% |
$166K - $178K
|
93.6K
$5.98M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1KNew |
$59.8K - $64.3K
|
1K
$63.9K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 9.7% |
$936K - $1.01M
|
177K
$11.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
3.15KNew |
$188K - $203K
|
3.15K
$201K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-30.7K- 38.6% |
$1.67M - $1.81M
|
48.8K
$3.12M
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-629- 9.38% |
$34.2K - $37.1K
|
6.08K
$388K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.38% |
$163 - $177
|
802
$51.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.72K- 9.6% |
$93.3K - $101K
|
16.2K
$1.03M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
179+ 5.14% |
$9.73K - $10.6K
|
3.66K
$234K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
136+ 2.02% |
$7.39K - $8.02K
|
6.86K
$438K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.29KNew |
$70K - $75.9K
|
1.29K
$82.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.57K+ 17.66% |
$85.5K - $92.7K
|
10.5K
$669K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-215- 65.15% |
$11.7K - $12.7K
|
115
$7.35K
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
3.51KNew |
$191K - $207K
|
3.51K
$224K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15- 0.67% |
$815 - $884
|
2.21K
$141K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-950- 3.87% |
$51.6K - $56K
|
23.6K
$1.51M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.23K- 42.19% |
$339K - $368K
|
8.54K
$546K
|
|