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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-14.8K- 63.63% |
$800K - $892K
|
8.47K
$485K
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
885+ 10.55% |
$47.8K - $53.3K
|
9.28K
$531K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.18K+ 219.14% |
$63.6K - $70.9K
|
1.72K
$98.3K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-330- 12.8% |
$17.8K - $19.9K
|
2.25K
$129K
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.38K- 8.22% |
$74.7K - $83.3K
|
15.5K
$886K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-771- 7.14% |
$41.6K - $46.4K
|
10K
$574K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.3K- 28.85% |
$1.42M - $1.58M
|
64.9K
$3.72M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
90+ 1.05% |
$4.86K - $5.42K
|
8.64K
$495K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
40+ 0.29% |
$2.16K - $2.41K
|
13.7K
$787K
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-189K- 95.15% |
$10.2M - $11.4M
|
9.65K
$553K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-392- 6.32% |
$21.2K - $23.6K
|
5.81K
$333K
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-17.8K- 56.96% |
$961K - $1.07M
|
13.5K
$770K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.89K- 23.22% |
$102K - $114K
|
6.25K
$358K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6- 0.04% |
$324 - $361
|
16.8K
$961K
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-462- 4.42% |
$24.9K - $27.8K
|
10K
$573K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.21% |
$702 - $782
|
6.13K
$351K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44K- 53.28% |
$77.9K - $86.9K
|
1.27K
$72.5K
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.07% |
$270 - $301
|
6.92K
$396K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.59KNew |
$194K - $216K
|
3.59K
$206K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$108 - $120
|
470
$26.9K
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.72KNew |
$363K - $405K
|
6.72K
$385K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.81K+ 80.49% |
$97.7K - $109K
|
4.06K
$233K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.31K- 57.62% |
$70.8K - $78.9K
|
965
$55.3K
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-12K- 11.06% |
$649K - $724K
|
96.8K
$5.54M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-355- 10.59% |
$19.2K - $21.4K
|
3K
$172K
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-81- 0.4% |
$4.37K - $4.87K
|
20.3K
$1.16M
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
87.5K+ 2706.87% |
$5.1M - $5.49M
|
90.7K
$5.2M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.44K- 53.31% |
$492K - $530K
|
7.39K
$423K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-71.1K- 67.79% |
$4.15M - $4.46M
|
33.8K
$1.94M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
600New |
$35K - $37.7K
|
600
$34.4K
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.54K- 7.05% |
$207K - $222K
|
46.7K
$2.68M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.02K- 10.94% |
$59.3K - $63.8K
|
8.28K
$474K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
36.7K+ 18738.78% |
$2.14M - $2.31M
|
36.9K
$2.11M
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-605- 11.53% |
$35.3K - $38K
|
4.64K
$266K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 2.59% |
$6.12K - $6.59K
|
4.16K
$238K
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-5.7K- 17.81% |
$332K - $358K
|
26.3K
$1.51M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.63K- 36.51% |
$212K - $228K
|
6.32K
$362K
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.67K- 23.91% |
$156K - $167K
|
8.49K
$486K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$2.33K - $2.51K
|
40
$2.29K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.05K+ 5.71% |
$236K - $254K
|
75K
$4.29M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8- 0.05% |
$467 - $502
|
16.4K
$939K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-880- 4.83% |
$51.3K - $55.2K
|
17.3K
$993K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-237- 0.98% |
$13.8K - $14.9K
|
23.9K
$1.37M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.39K+ 52.92% |
$314K - $338K
|
15.6K
$892K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.66KNew |
$213K - $229K
|
3.66K
$209K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-197K- 10.3% |
$11.5M - $12.4M
|
1.71M
$98.1M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.7K- 3.21% |
$4.12M - $4.44M
|
2.13M
$122M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
7+ 0.04% |
$408 - $439
|
17.3K
$993K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.08K- 7.15% |
$63K - $67.8K
|
14K
$803K
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
845+ 21.08% |
$49.3K - $53K
|
4.85K
$278K
|