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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
44+ 400.0% |
$2.68K - $13.6K
|
55
$3.41K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
33.2K+ 402.59% |
$2.02M - $10.3M
|
41.5K
$2.58M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
12.9K+ 390.66% |
$783K - $3.99M
|
16.2K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.81K+ 400.0% |
$171K - $870K
|
3.51K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
176+ 400.0% |
$10.7K - $54.5K
|
220
$13.7K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
800+ 400.0% |
$48.7K - $248K
|
1K
$62.1K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
324+ 400.0% |
$19.7K - $100K
|
405
$25.1K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.49KNew |
$395K - $2.01M
|
6.49K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
244+ 400.0% |
$14.8K - $75.6K
|
305
$18.9K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 400.0% |
$1.7K - $8.67K
|
35
$2.17K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.92K+ 400.0% |
$178K - $906K
|
3.66K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
300+ 400.0% |
$18.2K - $92.9K
|
375
$23.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
34.2K+ 562.33% |
$2.08M - $10.6M
|
40.3K
$2.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.56K+ 392.6% |
$216K - $1.1M
|
4.46K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
272+ 400.0% |
$16.5K - $84.3K
|
340
$21.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
102+ 150.0% |
$6.2K - $31.6K
|
170
$10.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.3KNew |
$689K - $3.51M
|
11.3K
$703K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$4.26K - $21.7K
|
70
$4.35K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.19K+ 400.0% |
$376K - $1.92M
|
7.74K
$480K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
468+ 400.0% |
$28.5K - $145K
|
585
$36.3K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20New |
$1.22K - $6.2K
|
20
$1.24K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.92K+ 400.0% |
$117K - $594K
|
2.4K
$149K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.12K+ 416.89% |
$494K - $2.52M
|
10.1K
$625K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$90K - $458K
|
1.48K
$91.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
500New |
$30.4K - $155K
|
500
$31K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
3K+ 400.0% |
$182K - $929K
|
3.75K
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
5.33K+ 388.35% |
$324K - $1.65M
|
6.71K
$416K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400+ 400.0% |
$24.3K - $124K
|
500
$31K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.3K+ 400.0% |
$79.1K - $403K
|
1.63K
$101K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
276+ 400.0% |
$16.8K - $85.5K
|
345
$21.4K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
19.8K+ 400.0% |
$1.2M - $6.13M
|
24.8K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
164+ 400.0% |
$9.98K - $50.8K
|
205
$12.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
360+ 360.0% |
$21.9K - $112K
|
460
$28.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
204+ 400.0% |
$12.4K - $63.2K
|
255
$15.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
944+ 400.0% |
$57.4K - $292K
|
1.18K
$73.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.03K+ 400.0% |
$367K - $1.87M
|
7.54K
$468K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
480+ 129.73% |
$29.2K - $149K
|
850
$52.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.84K+ 400.0% |
$112K - $570K
|
2.3K
$143K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.01KNew |
$305K - $1.55M
|
5.01K
$311K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.9K+ 400.0% |
$115K - $587K
|
2.37K
$147K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.66K+ 589.87% |
$283K - $1.44M
|
5.45K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.94KNew |
$118K - $601K
|
1.94K
$120K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.09K+ 400.0% |
$188K - $958K
|
3.87K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
160New |
$9.73K - $49.6K
|
160
$9.93K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$12.2K - $62K
|
200
$12.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.1K+ 397.6% |
$554K - $2.82M
|
11.4K
$707K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
645New |
$39.2K - $200K
|
645
$40K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.41K+ 400.0% |
$208K - $1.06M
|
4.27K
$265K
|