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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 9.72% |
$27K - $28.6K
|
929
$53.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-120- 25.53% |
$32.4K - $34.4K
|
350
$20K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
26New |
$7.02K - $7.45K
|
26
$1.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206+ 7.68% |
$55.6K - $59K
|
2.89K
$165K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-900- 53.7% |
$243K - $258K
|
776
$44.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
589+ 2.5% |
$159K - $169K
|
24.2K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
202+ 21.22% |
$54.6K - $57.9K
|
1.15K
$66.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
15New |
$4.05K - $4.3K
|
15
$859
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.22KNew |
$870K - $923K
|
3.22K
$185K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-686- 43.67% |
$185K - $196K
|
885
$50.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-431- 11.48% |
$116K - $123K
|
3.32K
$190K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-779- 8.3% |
$210K - $223K
|
8.61K
$493K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
27New |
$7.29K - $7.73K
|
27
$1.55K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-161- 43.05% |
$43.5K - $46.1K
|
213
$12.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.87% |
$1.89K - $2.01K
|
812
$46.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-78- 3.91% |
$21.1K - $22.3K
|
1.92K
$110K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
2New |
$540 - $573
|
2
$115
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
88+ 1100.0% |
$23.8K - $25.2K
|
96
$5.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 1.23% |
$3.78K - $4.01K
|
1.15K
$65.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27- 2.21% |
$7.29K - $7.73K
|
1.2K
$68.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36- 1.0% |
$9.72K - $10.3K
|
3.57K
$204K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
286New |
$77.2K - $81.9K
|
286
$16.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
159New |
$42.9K - $45.5K
|
159
$9.11K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
289+ 12.93% |
$78.1K - $82.8K
|
2.52K
$145K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-822- 39.61% |
$222K - $235K
|
1.25K
$71.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
268+ 36.61% |
$72.4K - $76.8K
|
1K
$57.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-42- 5.35% |
$11.3K - $12K
|
743
$42.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2New |
$540 - $573
|
2
$115
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-963- 55.31% |
$257K - $275K
|
778
$44.6K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6New |
$1.6K - $1.71K
|
6
$344
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
808New |
$216K - $231K
|
808
$46.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
90+ 23.68% |
$24K - $25.7K
|
470
$26.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-277- 8.74% |
$74K - $79.1K
|
2.89K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
99+ 12.28% |
$26.4K - $28.3K
|
905
$51.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.21% |
$534 - $571
|
966
$55.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9K- 18.0% |
$2.4M - $2.57M
|
41K
$2.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$13.4K - $14.3K
|
50
$2.86K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
177+ 3.33% |
$47.3K - $50.6K
|
5.49K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 5.45% |
$26.7K - $28.6K
|
1.74K
$99.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
75New |
$20K - $21.4K
|
75
$4.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.15KNew |
$1.64M - $1.76M
|
6.15K
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4- 0.37% |
$1.07K - $1.14K
|
1.08K
$61.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-15- 41.67% |
$4.01K - $4.29K
|
21
$1.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
47+ 24.1% |
$12.6K - $13.4K
|
242
$13.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
716New |
$191K - $205K
|
716
$41K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-120- 91.6% |
$32.1K - $34.3K
|
11
$630
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
13New |
$3.47K - $3.71K
|
13
$745
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 113.64% |
$6.68K - $7.14K
|
47
$2.69K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$6.41K - $6.86K
|
24
$1.37K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
852New |
$228K - $243K
|
852
$48.8K
|
|