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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.05K+ 400.0% |
$490K - $2.49M
|
10.1K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 198.48% |
$135K - $688K
|
3.34K
$191K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.36K+ 400.0% |
$265K - $1.35M
|
5.46K
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
603+ 1884.38% |
$36.7K - $187K
|
635
$36.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.95K+ 400.14% |
$179K - $912K
|
3.68K
$211K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.97KNew |
$241K - $1.23M
|
3.97K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
132+ 400.0% |
$8.03K - $40.9K
|
165
$9.45K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
23.3K+ 359.93% |
$1.42M - $7.22M
|
29.8K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1K+ 400.0% |
$60.8K - $310K
|
1.25K
$71.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
828+ 400.0% |
$50.4K - $256K
|
1.04K
$59.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
40+ 400.0% |
$2.43K - $12.4K
|
50
$2.86K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
796+ 390.2% |
$48.4K - $247K
|
1K
$57.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
460+ 400.0% |
$28K - $142K
|
575
$32.9K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.6K+ 400.0% |
$97.3K - $496K
|
2K
$115K
|
|
| Q4 2023 | |||||||
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-10K- 76.92% |
$2.57M - $2.86M
|
3K
$172K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-80- 80.0% |
$20.6K - $22.9K
|
20
$1.15K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$257 - $286
|
1
$57.3
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$1.29K - $1.43K
|
5
$286
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
37.3KNew |
$9.6M - $10.7M
|
37.3K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
185New |
$47.6K - $53K
|
185
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$12.9K - $14.3K
|
50
$2.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$1.24M - $1.38M
|
4.83K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
97+ 2.02% |
$25K - $27.8K
|
4.89K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 41.67% |
$3.86K - $4.29K
|
21
$1.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.15KNew |
$1.07M - $1.19M
|
4.15K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$514 - $573
|
881
$50.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-916- 47.88% |
$236K - $262K
|
997
$57.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.83KNew |
$1.24M - $1.38M
|
4.83K
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.11% |
$257 - $286
|
952
$54.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-439- 9.56% |
$113K - $126K
|
4.15K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-299- 23.04% |
$76.9K - $85.6K
|
999
$57.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-449- 20.41% |
$115K - $129K
|
1.75K
$100K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-979- 37.86% |
$252K - $280K
|
1.61K
$92K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-232K- 63.72% |
$59.7M - $66.5M
|
132K
$7.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
654New |
$168K - $187K
|
654
$37.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
713New |
$183K - $204K
|
713
$40.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-118- 74.68% |
$30.4K - $33.8K
|
40
$2.29K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12- 1.51% |
$3.09K - $3.44K
|
784
$44.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
47+ 2.4% |
$12.1K - $13.5K
|
2.01K
$115K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.79K- 72.48% |
$1.23M - $1.37M
|
1.82K
$104K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-197- 4.91% |
$50.7K - $56.4K
|
3.81K
$218K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.12K- 52.36% |
$1.32M - $1.46M
|
4.65K
$267K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
16New |
$4.12K - $4.58K
|
16
$916
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
142+ 4.33% |
$36.5K - $40.7K
|
3.43K
$196K
|
|
| Q3 2023 | |||||||
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
17New |
$4.59K - $4.87K
|
17
$974
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.87KNew |
$1.04M - $1.11M
|
3.87K
$221K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$11.9K - $12.6K
|
44
$2.52K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.08KNew |
$292K - $310K
|
1.08K
$62K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-455- 22.82% |
$123K - $130K
|
1.54K
$88.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
30+ 0.52% |
$8.1K - $8.59K
|
5.78K
$331K
|
|