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 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
162+ 4.18% |
$9.77K - $10.8K
|
4.04K
$251K
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
369+ 1.11% |
$22.2K - $24.5K
|
33.5K
$2.08M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.77KNew |
$227K - $250K
|
3.77K
$234K
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
12.4KNew |
$746K - $822K
|
12.4K
$768K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.18KNew |
$192K - $211K
|
3.18K
$197K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.78K- 14.93% |
$107K - $118K
|
10.1K
$628K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 11.11% |
$30.1K - $33.2K
|
4K
$248K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
5.51KNew |
$332K - $366K
|
5.51K
$342K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
200New |
$12.1K - $13.3K
|
200
$12.4K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.14K- 6.21% |
$129K - $142K
|
32.4K
$2.01M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.24KNew |
$195K - $215K
|
3.24K
$201K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-210- 7.36% |
$12.7K - $13.9K
|
2.65K
$164K
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 10.14% |
$61.1K - $67.2K
|
8.98K
$557K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.33K+ 40.47% |
$80.4K - $88.5K
|
4.63K
$287K
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
131+ 3.44% |
$7.9K - $8.7K
|
3.94K
$245K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
36+ 0.32% |
$2.17K - $2.39K
|
11.1K
$690K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-350- 5.42% |
$21.1K - $23.2K
|
6.11K
$379K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-251- 20.06% |
$15.1K - $16.7K
|
1K
$62.1K
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
22+ 0.36% |
$1.33K - $1.46K
|
6.22K
$386K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-65- 20.63% |
$3.92K - $4.31K
|
250
$15.5K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.66K- 3.07% |
$281K - $310K
|
147K
$9.13M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
601+ 2.16% |
$36.2K - $39.9K
|
28.4K
$1.76M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 3.83% |
$7.72K - $8.5K
|
3.47K
$215K
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.23KNew |
$194K - $214K
|
3.23K
$200K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.35% |
$723 - $797
|
3.41K
$211K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-84- 5.49% |
$5.06K - $5.58K
|
1.45K
$89.7K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-170- 2.97% |
$10.2K - $11.3K
|
5.56K
$345K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-34- 0.12% |
$2.05K - $2.26K
|
29.5K
$1.83M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.5K- 80.0% |
$994K - $1.09M
|
4.12K
$256K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
53+ 0.32% |
$3.2K - $3.52K
|
16.6K
$1.03M
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-79- 2.38% |
$4.76K - $5.24K
|
3.24K
$201K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.03% |
$181 - $199
|
9.48K
$589K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$18.1K - $19.9K
|
300
$18.6K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.1KNew |
$187K - $206K
|
3.1K
$193K
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1K- 21.05% |
$60.3K - $66.4K
|
3.75K
$233K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.38% |
$181 - $199
|
792
$49.2K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.03% |
$60.3 - $66.4
|
3.44K
$214K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.63% |
$60.3 - $66.4
|
160
$9.93K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
219K+ 6271.65% |
$13.2M - $14.6M
|
223K
$13.8M
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 1.46% |
$6.03K - $6.64K
|
6.75K
$419K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 3.17% |
$15.1K - $16.6K
|
7.63K
$473K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-867- 53.52% |
$52.3K - $57.6K
|
753
$46.8K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 4.57% |
$1.12M - $1.24M
|
388K
$24.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 3.44% |
$888K - $977K
|
413K
$25.6M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.16KNew |
$190K - $210K
|
3.16K
$196K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-336- 0.1% |
$20.3K - $22.3K
|
327K
$20.3M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-868- 21.78% |
$52.3K - $57.6K
|
3.12K
$194K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1- 0.01% |
$60.3 - $66.4
|
9.77K
$606K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
600New |
$36.2K - $39.8K
|
600
$37.3K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-629- 14.87% |
$37.9K - $41.8K
|
3.6K
$224K
|