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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 1.73% |
$133K - $146K
|
125K
$7.65M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.01% |
$301 - $332
|
35.2K
$2.15M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-321- 10.0% |
$19.4K - $21.3K
|
2.89K
$176K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-114- 0.67% |
$6.87K - $7.57K
|
16.8K
$1.03M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46+ 0.67% |
$2.77K - $3.05K
|
6.95K
$424K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
500New |
$30.1K - $33.2K
|
500
$30.5K
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8+ 0.14% |
$482 - $531
|
5.74K
$350K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
162+ 4.18% |
$9.77K - $10.8K
|
4.04K
$247K
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
369+ 1.11% |
$22.2K - $24.5K
|
33.5K
$2.05M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-550- 1.61% |
$33.2K - $36.5K
|
33.7K
$2.05M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.77KNew |
$227K - $250K
|
3.77K
$230K
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
12.4KNew |
$746K - $822K
|
12.4K
$755K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.18KNew |
$192K - $211K
|
3.18K
$194K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.78K- 14.93% |
$107K - $118K
|
10.1K
$617K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 11.11% |
$30.1K - $33.2K
|
4K
$244K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
5.51KNew |
$332K - $366K
|
5.51K
$337K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
200New |
$12.1K - $13.3K
|
200
$12.2K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.14K- 6.21% |
$129K - $142K
|
32.4K
$1.97M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.24KNew |
$195K - $215K
|
3.24K
$198K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-210- 7.36% |
$12.7K - $13.9K
|
2.65K
$161K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
186+ 3.54% |
$11.2K - $12.3K
|
5.45K
$332K
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 10.14% |
$61.1K - $67.2K
|
8.98K
$548K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.33K+ 40.47% |
$80.4K - $88.5K
|
4.63K
$282K
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
131+ 3.44% |
$7.9K - $8.7K
|
3.94K
$240K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
36+ 0.32% |
$2.17K - $2.39K
|
11.1K
$679K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-350- 5.42% |
$21.1K - $23.2K
|
6.11K
$373K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-251- 20.06% |
$15.1K - $16.7K
|
1K
$61K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-318- 14.79% |
$19.2K - $21.1K
|
1.83K
$112K
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-710- 3.09% |
$42.8K - $47.1K
|
22.3K
$1.36M
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
22+ 0.36% |
$1.33K - $1.46K
|
6.22K
$379K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-65- 20.63% |
$3.92K - $4.31K
|
250
$15.3K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 3.07% |
$281K - $310K
|
147K
$8.98M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
601+ 2.16% |
$36.2K - $39.9K
|
28.4K
$1.73M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 3.83% |
$7.72K - $8.5K
|
3.47K
$212K
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.23KNew |
$194K - $214K
|
3.23K
$197K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.15K- 26.93% |
$190K - $209K
|
8.54K
$521K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.35% |
$723 - $797
|
3.41K
$208K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.08K- 8.68% |
$64.8K - $71.4K
|
11.3K
$691K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.77K- 15.0% |
$107K - $118K
|
10K
$613K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.12% |
$482 - $531
|
6.45K
$394K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 5.49% |
$5.06K - $5.58K
|
1.45K
$88.2K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-170- 2.97% |
$10.2K - $11.3K
|
5.56K
$339K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.85K- 13.68% |
$111K - $123K
|
11.7K
$712K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.17K+ 5.38% |
$70.3K - $77.4K
|
22.8K
$1.39M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-800- 29.52% |
$48.2K - $53.1K
|
1.91K
$117K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-34- 0.12% |
$2.05K - $2.26K
|
29.5K
$1.8M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.5K- 80.0% |
$994K - $1.09M
|
4.12K
$251K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.21K+ 11.83% |
$193K - $213K
|
30.3K
$1.85M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
53+ 0.32% |
$3.2K - $3.52K
|
16.6K
$1.01M
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-79- 2.38% |
$4.76K - $5.24K
|
3.24K
$198K
|