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 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-886Closed |
$213K - $229K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-42Closed |
$9.22K - $10.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-620Closed |
$136K - $152K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-961Closed |
$211K - $236K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-75Closed |
$16.5K - $18.4K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
BUY
|
- |
860New |
$189K - $211K
|
860
$49.3K
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
958+ 5635.29% |
$210K - $236K
|
975
$55.8K
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-1.06KClosed |
$233K - $260K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
67New |
$14.7K - $16.5K
|
67
$3.84K
|
|
Q3 2020 | |||||||
Dec 09, 2020
Q3 2020
|
Advisory Resource Group
|
SELL
|
- |
-1.72KClosed |
$373K - $402K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-7.2KClosed |
$1.56M - $1.69M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2Closed |
$435 - $469
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-456Closed |
$99.1K - $107K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-368Closed |
$80K - $86.2K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-48Closed |
$10.4K - $11.2K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-50Closed |
$10.9K - $11.7K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-19Closed |
$4.13K - $4.45K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-50Closed |
$10.9K - $11.7K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
55+ 3.09% |
$9.94K - $12.2K
|
1.83K
$105K
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-405Closed |
$73.2K - $90.1K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-55Closed |
$9.94K - $12.2K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-450Closed |
$81.3K - $100K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-355Closed |
$64.1K - $79K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-88Closed |
$15.9K - $19.6K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-51Closed |
$9.21K - $11.3K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
300New |
$54.2K - $66.7K
|
300
$17.2K
|
|
Aug 13, 2020
Q2 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-42Closed |
$7.59K - $9.34K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
711New |
$128K - $158K
|
711
$40.7K
|
|
Aug 12, 2020
Q2 2020
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-13KClosed |
$2.35M - $2.89M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.63KClosed |
$294K - $363K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.29KClosed |
$233K - $287K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
SELL
|
- |
-5.38KClosed |
$971K - $1.2M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Sawyer & Company, Inc
|
SELL
|
- |
-75Closed |
$13.5K - $16.7K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-67Closed |
$12.1K - $14.9K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-67Closed |
$12.1K - $14.9K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-75Closed |
$13.5K - $16.7K
|
0
$0
|
|
Q1 2020 | |||||||
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14Closed |
$2.22K - $3.1K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.07KClosed |
$170K - $237K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-377Closed |
$59.8K - $83.5K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.93KClosed |
$624K - $871K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-509Closed |
$80.7K - $113K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Tredje Ap Fonden
|
SELL
|
- |
-416KClosed |
$66M - $92.2M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.84KClosed |
$450K - $629K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.35KClosed |
$373K - $521K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.04KClosed |
$165K - $230K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-14.5KClosed |
$2.3M - $3.21M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-120Closed |
$19K - $26.6K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Regions Financial Corp
|
SELL
|
- |
-1.46KClosed |
$232K - $324K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-230Closed |
$36.5K - $51K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-100Closed |
$18.4K - $21.7K
|
0
$0
|