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 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$642 - $690
|
3.96K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.81K- 13.92% |
$339K - $364K
|
35.9K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13K- 4.05% |
$760K - $817K
|
308K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.2% |
$58.3 - $62.8
|
510
$29.2K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.8K- 49.37% |
$630K - $677K
|
11.1K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-46.7K- 65.76% |
$2.72M - $2.93M
|
24.3K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168K+ 12.98% |
$9.8M - $10.5M
|
1.46M
$83.7M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-253- 2.78% |
$14.8K - $15.9K
|
8.86K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-664- 2.2% |
$38.7K - $41.7K
|
29.6K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.3KNew |
$251K - $270K
|
4.3K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
250New |
$14.6K - $15.7K
|
250
$14.3K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-107- 0.41% |
$6.24K - $6.72K
|
25.8K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-758- 6.86% |
$44.2K - $47.6K
|
10.3K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-585- 6.17% |
$34.1K - $36.7K
|
8.9K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
515+ 14.1% |
$30K - $32.3K
|
4.17K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.18K- 20.82% |
$185K - $199K
|
12.1K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8K- 12.27% |
$630K - $678K
|
77.2K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$498K - $536K
|
8.55K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.4KClosed |
$432K - $464K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.25K- 21.58% |
$131K - $141K
|
8.19K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
710+ 5.17% |
$41.4K - $44.6K
|
14.4K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
87+ 0.62% |
$5.07K - $5.46K
|
14.2K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-269- 1.02% |
$15.7K - $16.9K
|
26.1K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
300New |
$17.5K - $18.8K
|
300
$17.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
943+ 192.06% |
$55K - $59.2K
|
1.43K
$82.1K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-825- 14.77% |
$48.1K - $51.8K
|
4.76K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.89KNew |
$227K - $244K
|
3.89K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.35K- 37.67% |
$137K - $147K
|
3.89K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-192- 0.14% |
$11.2K - $12K
|
134K
$7.69M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.59K- 61.93% |
$384K - $413K
|
4.05K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.39K- 4.7% |
$256K - $275K
|
89K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 32.42% |
$210K - $226K
|
14.7K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
501+ 60.0% |
$29.2K - $31.4K
|
1.34K
$76.5K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
CALL |
1.4KNew |
$81.6K - $87.9K
|
1.4K
$80.2K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.2K+ 4.83% |
$2.81M - $3.03M
|
1.05M
$59.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-602- 3.23% |
$35.1K - $37.8K
|
18.1K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.3K+ 40.45% |
$1.01M - $1.09M
|
60.1K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.71K- 41.92% |
$217K - $233K
|
5.15K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
129KNew |
$7.54M - $8.11M
|
129K
$7.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-844- 1.07% |
$49.2K - $53K
|
77.9K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.34KNew |
$195K - $210K
|
3.34K
$191K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.16K+ 1.03% |
$67.4K - $72.6K
|
113K
$6.48M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.3% |
$175 - $188
|
1.02K
$58.2K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 13.84% |
$110K - $118K
|
11.7K
$669K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
26.3K+ 3.59% |
$1.53M - $1.65M
|
759K
$43.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 0.4% |
$1.81K - $1.95K
|
7.73K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-58.5K- 4.27% |
$3.41M - $3.67M
|
1.31M
$75.2M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.15% |
$991 - $1.07K
|
11K
$631K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-571- 2.46% |
$33.3K - $35.8K
|
22.6K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
129KNew |
$7.54M - $8.11M
|
129K
$7.4M
|