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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-918- 0.3% |
$52.8K - $59.9K
|
301K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18.4K- 18.73% |
$1.06M - $1.2M
|
79.7K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.33K- 24.92% |
$76.7K - $87K
|
4.02K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-53.8K- 67.51% |
$3.09M - $3.51M
|
25.9K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-155- 2.43% |
$8.92K - $10.1K
|
6.24K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.57K- 3.98% |
$90.6K - $103K
|
37.9K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-23- 0.63% |
$1.32K - $1.5K
|
3.61K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
145+ 2.69% |
$8.34K - $9.46K
|
5.55K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$57.5 - $65.2
|
1
$61.9
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-83- 0.51% |
$4.77K - $5.41K
|
16.3K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 9.67% |
$72.9K - $82.7K
|
14.4K
$891K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.79K+ 3.99% |
$218K - $248K
|
98.8K
$6.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.88K- 5.94% |
$166K - $188K
|
45.7K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 4.48% |
$74.2K - $84.2K
|
30.1K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.26% |
$2.07K - $2.35K
|
13.7K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28+ 0.26% |
$1.61K - $1.83K
|
10.6K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
872+ 19.09% |
$50.2K - $56.9K
|
5.44K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 1.75% |
$76.3K - $86.5K
|
74.6K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-502- 14.47% |
$28.9K - $32.8K
|
2.97K
$184K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.32% |
$173 - $196
|
939
$58.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.15% |
$288 - $326
|
3.42K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.53K- 18.09% |
$87.7K - $99.5K
|
6.91K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
450+ 8.44% |
$25.9K - $29.4K
|
5.78K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
220+ 1.84% |
$12.7K - $14.4K
|
12.2K
$754K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.67K+ 2.19% |
$154K - $174K
|
125K
$7.73M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$57.5 - $65.2
|
467
$28.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.45K+ 43.29% |
$141K - $160K
|
8.11K
$502K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-80- 0.88% |
$4.6K - $5.22K
|
9.03K
$559K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-528- 0.48% |
$30.4K - $34.4K
|
110K
$6.81M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-100- 0.49% |
$5.75K - $6.52K
|
20.4K
$1.26M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.85K+ 0.92% |
$112K - $123K
|
204K
$12.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-840- 7.58% |
$50.6K - $55.8K
|
10.2K
$635K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.16K- 0.84% |
$69.8K - $76.8K
|
136K
$8.42M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
92.3KNew |
$5.56M - $6.12M
|
92.3K
$5.71M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.07KNew |
$245K - $270K
|
4.07K
$252K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-764- 4.66% |
$46.1K - $50.7K
|
15.6K
$969K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.2K+ 19.96% |
$854K - $941K
|
85.2K
$5.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-67- 0.39% |
$4.04K - $4.45K
|
17.1K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-850- 55.74% |
$51.2K - $56.4K
|
675
$41.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
469+ 6.44% |
$28.3K - $31.1K
|
7.76K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.38K+ 41.18% |
$384K - $423K
|
21.9K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$18.1K - $19.9K
|
300
$18.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.23K+ 22.26% |
$195K - $214K
|
17.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-120- 3.56% |
$7.23K - $7.97K
|
3.26K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.3K- 0.36% |
$319K - $352K
|
1.48M
$91.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.01K- 6.11% |
$242K - $266K
|
61.7K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3+ 0.09% |
$181 - $199
|
3.43K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
205+ 5.2% |
$12.4K - $13.6K
|
4.15K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
39+ 0.35% |
$2.35K - $2.59K
|
11K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58K+ 11.64% |
$3.5M - $3.85M
|
556K
$34.4M
|
|