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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.85KClosed |
$1.86M - $2.07M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-34- 62.96% |
$9.24K - $10.3K
|
20
$1.15K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-774Closed |
$210K - $234K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-2.01KClosed |
$547K - $607K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.27KClosed |
$345K - $384K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.84KClosed |
$499K - $554K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
154New |
$41.9K - $46.5K
|
154
$8.82K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.38KClosed |
$918K - $1.02M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-50- 50.0% |
$13.8K - $14.8K
|
50
$2.86K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-733Closed |
$202K - $217K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-14.6KClosed |
$4.03M - $4.34M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
799New |
$220K - $237K
|
799
$45.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-146Closed |
$40.2K - $43.3K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.45% |
$276 - $296
|
70
$4.01K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-88Closed |
$24.3K - $26.1K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-23Closed |
$6.34K - $6.82K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
235New |
$64.8K - $69.6K
|
235
$13.5K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-870Closed |
$240K - $258K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-865Closed |
$238K - $256K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-129Closed |
$32.4K - $35.3K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-320Closed |
$80.5K - $87.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20Closed |
$5.03K - $5.47K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-490Closed |
$123K - $134K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.37KClosed |
$345K - $375K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-12.8KClosed |
$3.22M - $3.5M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.74KClosed |
$437K - $476K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14Closed |
$3.52K - $3.83K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-45Closed |
$11.3K - $12.3K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-41.9K- 66.72% |
$10.5M - $11.5M
|
20.9K
$1.2M
|
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-635Closed |
$160K - $174K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-65Closed |
$16.3K - $17.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.73KNew |
$687K - $748K
|
2.73K
$156K
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-242Closed |
$60.9K - $66.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-50Closed |
$12K - $12.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-258Closed |
$61.9K - $66.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
SELL
|
- |
-115Closed |
$27.6K - $29.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.5KClosed |
$1.08M - $1.16M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.41KClosed |
$577K - $622K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-10Closed |
$2.4K - $2.58K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-16.1KClosed |
$3.86M - $4.16M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.01KClosed |
$482K - $519K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-65Closed |
$15.6K - $16.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-15.2KClosed |
$3.64M - $3.92M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-147Closed |
$35.3K - $38K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-134Closed |
$32.1K - $34.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-487Closed |
$117K - $126K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.43KClosed |
$344K - $370K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-37Closed |
$8.88K - $9.56K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-24.6KClosed |
$5.91M - $6.36M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-195Closed |
$46.8K - $50.4K
|
0
$0
|
|