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 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
155+ 3.64% |
$9.04K - $9.73K
|
4.42K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-167- 0.54% |
$9.74K - $10.5K
|
30.9K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5+ 0.12% |
$292 - $314
|
4.02K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-415- 6.82% |
$24.2K - $26K
|
5.67K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.14K- 5.22% |
$66.4K - $71.5K
|
20.7K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 24.09% |
$70.4K - $75.8K
|
3.8K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-850- 62.96% |
$49.6K - $53.3K
|
500
$28.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.36K- 49.81% |
$429K - $462K
|
7.42K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-67- 1.92% |
$3.91K - $4.2K
|
3.43K
$196K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-128- 50.0% |
$7.46K - $8.03K
|
128
$7.33K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.62K+ 6.53% |
$94.5K - $102K
|
26.4K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53.8K+ 1471.42% |
$3.13M - $3.37M
|
57.4K
$3.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-184- 2.85% |
$10.7K - $11.5K
|
6.28K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.25% |
$467 - $502
|
3.16K
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$268K - $288K
|
4.6K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.48KNew |
$203K - $218K
|
3.48K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$58.3 - $62.8
|
303
$17.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-2.51K- 9.02% |
$146K - $157K
|
25.3K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51+ 0.04% |
$2.97K - $3.2K
|
127K
$7.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.19K+ 4.95% |
$69.3K - $74.6K
|
25.2K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.33K+ 29.15% |
$136K - $146K
|
10.3K
$591K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-37- 3.08% |
$2.16K - $2.32K
|
1.16K
$66.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-659- 70.18% |
$38.4K - $41.4K
|
280
$16K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.39K- 9.55% |
$198K - $213K
|
32.1K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.33KNew |
$194K - $209K
|
3.33K
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 2.67% |
$5.83K - $6.28K
|
3.65K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-150- 2.85% |
$8.75K - $9.41K
|
5.11K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-715- 7.22% |
$41.7K - $44.9K
|
9.19K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.3KNew |
$192K - $207K
|
3.3K
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.25K- 5.33% |
$248K - $267K
|
75.5K
$4.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
151+ 0.5% |
$8.81K - $9.48K
|
30.2K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.23KNew |
$305K - $328K
|
5.23K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.23K+ 67.4% |
$71.7K - $77.2K
|
3.06K
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$117 - $126
|
8.79K
$504K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-203- 5.62% |
$11.8K - $12.7K
|
3.41K
$195K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
270New |
$15.7K - $16.9K
|
270
$15.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.7KNew |
$915K - $985K
|
15.7K
$898K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.97KNew |
$232K - $249K
|
3.97K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-225- 2.79% |
$13.1K - $14.1K
|
7.84K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.32K+ 23.86% |
$77.2K - $83K
|
6.87K
$393K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-525- 77.78% |
$30.6K - $32.9K
|
150
$8.59K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.47% |
$816 - $879
|
2.95K
$169K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.5K- 7.62% |
$1.64M - $1.86M
|
346K
$19.8M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
27.2KNew |
$1.56M - $1.77M
|
27.2K
$1.56M
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
4.15KNew |
$239K - $271K
|
4.15K
$238K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.51KNew |
$375K - $425K
|
6.51K
$373K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
5.57KNew |
$320K - $363K
|
5.57K
$319K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
90New |
$5.18K - $5.87K
|
90
$5.15K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
500New |
$28.8K - $32.6K
|
500
$28.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.76% |
$57.5 - $65.2
|
132
$7.56K
|
|