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 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
347New |
$20.2K - $21.8K
|
347
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
51.3KNew |
$2.99M - $3.22M
|
51.3K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
4.06K+ 6.32% |
$237K - $255K
|
68.2K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.01K- 9.46% |
$350K - $377K
|
57.5K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
100KNew |
$5.84M - $6.28M
|
100K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-4.85K- 7.33% |
$283K - $304K
|
61.3K
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
340+ 0.59% |
$19.8K - $21.3K
|
58.4K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-911- 2.4% |
$53.1K - $57.2K
|
37K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-65.7K- 28.52% |
$3.83M - $4.12M
|
165K
$9.43M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-732- 5.22% |
$42.7K - $45.9K
|
13.3K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
150+ 1.62% |
$8.75K - $9.41K
|
9.41K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-875- 17.21% |
$51K - $54.9K
|
4.21K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.87K+ 23.42% |
$167K - $180K
|
15.1K
$865K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.71K- 4.32% |
$333K - $358K
|
126K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28+ 0.25% |
$1.63K - $1.76K
|
11.1K
$635K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.2K+ 21.88% |
$70K - $75.3K
|
6.69K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
89+ 0.56% |
$5.19K - $5.59K
|
16K
$915K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-8.99K- 69.03% |
$524K - $564K
|
4.03K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.47KNew |
$319K - $343K
|
5.47K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-226- 5.69% |
$13.2K - $14.2K
|
3.74K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-780- 18.2% |
$45.5K - $49K
|
3.51K
$201K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.72K+ 0.89% |
$159K - $171K
|
310K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-574- 1.04% |
$33.5K - $36K
|
54.4K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-201- 0.35% |
$11.7K - $12.6K
|
56.8K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
173K+ 104.36% |
$10.1M - $10.9M
|
340K
$19.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.8K+ 6.69% |
$1.85M - $1.99M
|
506K
$29M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-554- 2.82% |
$32.3K - $34.8K
|
19.1K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-410- 3.89% |
$23.9K - $25.7K
|
10.1K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
85+ 2.09% |
$4.96K - $5.33K
|
4.16K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
419+ 1.75% |
$24.4K - $26.3K
|
24.4K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.25% |
$117 - $126
|
799
$45.8K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.1K- 41.76% |
$356K - $383K
|
8.51K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.46K- 30.61% |
$84.9K - $91.3K
|
3.3K
$189K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
95+ 1.53% |
$5.54K - $5.96K
|
6.32K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-147- 1.77% |
$8.57K - $9.23K
|
8.16K
$467K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
162K+ 34.55% |
$9.44M - $10.2M
|
631K
$36.1M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1K- 66.67% |
$58.3K - $62.8K
|
500
$28.6K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 0.15% |
$1.81K - $1.95K
|
20.4K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-300- 16.51% |
$17.5K - $18.8K
|
1.52K
$86.9K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.12% |
$350 - $377
|
4.81K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.04KNew |
$60.6K - $65.2K
|
1.04K
$59.5K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$58.3 - $62.8
|
1
$57.3
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.49K+ 27.45% |
$262K - $282K
|
20.8K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
185+ 1.08% |
$10.8K - $11.6K
|
17.3K
$990K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6+ 0.1% |
$350 - $377
|
5.73K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-256- 4.5% |
$14.9K - $16.1K
|
5.44K
$311K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-815- 3.96% |
$47.5K - $51.1K
|
19.8K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.75K- 43.05% |
$102K - $110K
|
2.32K
$133K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
81+ 0.08% |
$4.72K - $5.08K
|
103K
$5.88M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.19K+ 11.63% |
$186K - $200K
|
30.6K
$1.76M
|