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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.5KNew |
$190K - $206K
|
3.5K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
410+ 9.66% |
$22.3K - $24.2K
|
4.65K
$279K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.25% |
$109 - $118
|
804
$48.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
209+ 1.48% |
$11.4K - $12.3K
|
14.4K
$863K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.5KNew |
$789K - $856K
|
14.5K
$871K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-156- 0.52% |
$8.48K - $9.2K
|
29.7K
$1.78M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-355- 6.45% |
$19.3K - $20.9K
|
5.15K
$309K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.34KNew |
$127K - $138K
|
2.34K
$140K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.53K+ 3.51% |
$137K - $149K
|
74.5K
$4.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.51K+ 23.64% |
$81.8K - $88.7K
|
7.87K
$472K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.95KNew |
$269K - $292K
|
4.95K
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2K- 23.13% |
$109K - $118K
|
6.64K
$399K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-590- 3.54% |
$32.1K - $34.8K
|
16.1K
$965K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.39K- 2.13% |
$75.3K - $81.7K
|
63.6K
$3.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-16.4K- 76.36% |
$890K - $965K
|
5.07K
$304K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.75K+ 41.44% |
$204K - $221K
|
12.8K
$768K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-318- 1.4% |
$17.3K - $18.7K
|
22.4K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.93K+ 10.08% |
$159K - $172K
|
31.9K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
115New |
$6.25K - $6.78K
|
115
$6.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.17% |
$435 - $472
|
4.83K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-2.05K- 15.37% |
$111K - $121K
|
11.3K
$676K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
42+ 0.63% |
$2.28K - $2.48K
|
6.66K
$400K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
24+ 0.31% |
$1.3K - $1.42K
|
7.7K
$462K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
160+ 290.91% |
$8.7K - $9.43K
|
215
$12.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.07K+ 18.4% |
$58.2K - $63.1K
|
6.89K
$413K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.08KNew |
$276K - $300K
|
5.08K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-145- 0.4% |
$7.88K - $8.55K
|
35.9K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-185- 2.99% |
$10.1K - $10.9K
|
6K
$360K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 24.74% |
$135K - $146K
|
7.55K
$453K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
1.44K+ 2.61% |
$78.3K - $85K
|
56.7K
$3.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-729- 6.47% |
$39.6K - $43K
|
10.5K
$632K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
969+ 13.9% |
$52.7K - $57.1K
|
7.94K
$476K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
125New |
$6.8K - $7.37K
|
125
$7.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
100+ 1.16% |
$5.44K - $5.9K
|
8.72K
$524K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-199- 4.04% |
$10.8K - $11.7K
|
4.73K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.01% |
$272 - $295
|
43.6K
$2.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-226- 2.16% |
$12.3K - $13.3K
|
10.2K
$613K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.96K+ 4.54% |
$270K - $292K
|
114K
$6.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-122- 0.6% |
$6.63K - $7.19K
|
20.3K
$1.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.9K+ 5.48% |
$103K - $112K
|
36.5K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
870New |
$47.3K - $51.3K
|
870
$52.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
98.6K+ 157.32% |
$5.36M - $5.81M
|
161K
$9.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.69K- 98.14% |
$91.6K - $99.3K
|
32
$1.92K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-91- 1.81% |
$4.95K - $5.37K
|
4.93K
$296K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-529- 1.09% |
$28.8K - $31.2K
|
48K
$2.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-950- 7.06% |
$51.6K - $56K
|
12.5K
$750K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-126- 1.31% |
$6.85K - $7.43K
|
9.52K
$572K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
385New |
$20.9K - $22.7K
|
385
$23.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-40- 0.72% |
$2.17K - $2.36K
|
5.54K
$332K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$54.4 - $59
|
3.98K
$239K
|