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 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.67K- 23.91% |
$156K - $167K
|
8.49K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$2.33K - $2.51K
|
40
$2.29K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.05K+ 5.71% |
$236K - $254K
|
75K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8- 0.05% |
$467 - $502
|
16.4K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-880- 4.83% |
$51.3K - $55.2K
|
17.3K
$993K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-237- 0.98% |
$13.8K - $14.9K
|
23.9K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.39K+ 52.92% |
$314K - $338K
|
15.6K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.66KNew |
$213K - $229K
|
3.66K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-197K- 10.3% |
$11.5M - $12.4M
|
1.71M
$98.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.7K- 3.21% |
$4.12M - $4.44M
|
2.13M
$122M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
7+ 0.04% |
$408 - $439
|
17.3K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.08K- 7.15% |
$63K - $67.8K
|
14K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
845+ 21.08% |
$49.3K - $53K
|
4.85K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.56K- 9.39% |
$149K - $160K
|
24.7K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.25KNew |
$423K - $455K
|
7.25K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 3.54% |
$68.2K - $73.4K
|
31.9K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.7K- 5.73% |
$3.95M - $4.25M
|
1.11M
$63.7M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-80- 23.19% |
$4.67K - $5.02K
|
265
$15.2K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 2.46% |
$75.4K - $81.1K
|
54K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.01% |
$58.3 - $62.8
|
13.9K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.05KNew |
$120K - $129K
|
2.05K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
81+ 1.79% |
$4.72K - $5.08K
|
4.61K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-935- 9.66% |
$54.5K - $58.7K
|
8.74K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 11.51% |
$61.8K - $66.5K
|
8.15K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
623+ 15.21% |
$36.3K - $39.1K
|
4.72K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-278- 1.79% |
$16.2K - $17.4K
|
15.2K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-267K- 92.75% |
$15.6M - $16.8M
|
20.9K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.63K+ 17.66% |
$94.9K - $102K
|
10.8K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.9K+ 218.97% |
$2.38M - $2.57M
|
59.6K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.39K+ 5.22% |
$140K - $150K
|
48.2K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.7KNew |
$99.1K - $107K
|
1.7K
$97.4K
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-30.4K- 52.67% |
$1.77M - $1.91M
|
27.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 0.62% |
$5.83K - $6.28K
|
16.2K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.3KNew |
$192K - $207K
|
3.3K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.18% |
$58.3 - $62.8
|
560
$32.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-387- 7.19% |
$22.6K - $24.3K
|
5K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
120+ 0.93% |
$7K - $7.53K
|
13K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 91.08% |
$6.43M - $6.92M
|
10.8K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.37KNew |
$255K - $274K
|
4.37K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
21.1KNew |
$1.23M - $1.33M
|
21.1K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-325- 36.31% |
$19K - $20.4K
|
570
$32.6K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.32KNew |
$194K - $209K
|
3.32K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.37KNew |
$197K - $212K
|
3.37K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.8K- 1.12% |
$631K - $679K
|
957K
$54.8M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
120+ 1.31% |
$7K - $7.53K
|
9.27K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.75KNew |
$219K - $236K
|
3.75K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.57K- 3.4% |
$91.7K - $98.7K
|
44.6K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.55K- 2.05% |
$382K - $411K
|
314K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.33K- 24.54% |
$136K - $146K
|
7.17K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-185- 4.82% |
$10.8K - $11.6K
|
3.65K
$209K
|