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 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.2K- 57.29% |
$886K - $953K
|
11.3K
$649K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.31K- 6.65% |
$76.4K - $82.2K
|
18.4K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.73KNew |
$217K - $234K
|
3.73K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
220+ 4.16% |
$12.8K - $13.8K
|
5.51K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.54K+ 74.25% |
$148K - $159K
|
5.96K
$341K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-706- 1.58% |
$41.2K - $44.3K
|
44.1K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
750+ 126.48% |
$43.7K - $47.1K
|
1.34K
$76.9K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-854- 13.35% |
$49.8K - $53.6K
|
5.54K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.15KNew |
$300K - $323K
|
5.15K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
21+ 0.23% |
$1.22K - $1.32K
|
9K
$515K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 143.75% |
$2.68K - $2.89K
|
78
$4.47K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-96- 0.33% |
$5.6K - $6.02K
|
29.1K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-776- 2.21% |
$45.3K - $48.7K
|
34.4K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-375- 8.0% |
$21.9K - $23.5K
|
4.31K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
40+ 0.33% |
$2.33K - $2.51K
|
12.3K
$703K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
225New |
$13.1K - $14.1K
|
225
$12.9K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-786- 1.42% |
$45.8K - $49.3K
|
54.6K
$3.13M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.18K- 10.07% |
$127K - $137K
|
19.4K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.22% |
$233 - $251
|
1.84K
$105K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-12.6K- 37.01% |
$737K - $793K
|
21.5K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.34K- 23.85% |
$369K - $398K
|
20.2K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.24K- 18.22% |
$72.3K - $77.8K
|
5.56K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.6KNew |
$210K - $226K
|
3.6K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
757+ 17.65% |
$44.1K - $47.5K
|
5.05K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.3K- 37.51% |
$603K - $649K
|
17.2K
$987K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.39KNew |
$198K - $213K
|
3.39K
$194K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250+ 2.72% |
$14.6K - $15.7K
|
9.44K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
503+ 4.42% |
$29.3K - $31.6K
|
11.9K
$680K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
167+ 5.04% |
$9.74K - $10.5K
|
3.48K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.13K+ 44.74% |
$299K - $322K
|
16.6K
$950K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.2K+ 202.72% |
$595K - $641K
|
15.2K
$873K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-44- 0.19% |
$2.57K - $2.76K
|
22.8K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-152- 1.07% |
$8.86K - $9.54K
|
14K
$804K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-936- 17.21% |
$54.6K - $58.7K
|
4.5K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-445- 7.39% |
$26K - $27.9K
|
5.58K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.2K- 10.64% |
$769K - $828K
|
111K
$6.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.9KNew |
$812K - $874K
|
13.9K
$797K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-2.07K- 12.96% |
$121K - $130K
|
13.9K
$795K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.38K- 41.18% |
$139K - $149K
|
3.4K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-70- 63.64% |
$4.08K - $4.39K
|
40
$2.29K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.56K+ 16.02% |
$207K - $223K
|
25.7K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-850- 2.13% |
$49.6K - $53.3K
|
39K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-293- 52.32% |
$17.1K - $18.4K
|
267
$15.3K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-215- 13.83% |
$12.5K - $13.5K
|
1.34K
$76.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-6.21K- 6.88% |
$362K - $390K
|
84.1K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-49- 0.91% |
$2.86K - $3.08K
|
5.35K
$306K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.31% |
$1.81K - $1.95K
|
10.1K
$577K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18.7K- 10.75% |
$1.09M - $1.17M
|
155K
$8.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 0.01% |
$117 - $126
|
14.4K
$824K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 8.47% |
$2.92K - $3.14K
|
640
$36.7K
|