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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 0.39% |
$2.3K - $2.61K
|
10.3K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-933- 9.49% |
$53.7K - $60.9K
|
8.9K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
37KNew |
$2.13M - $2.41M
|
37K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
90+ 0.72% |
$5.18K - $5.87K
|
12.5K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.37K+ 25.42% |
$309K - $350K
|
26.5K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
38+ 0.6% |
$2.19K - $2.48K
|
6.37K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.36K- 36.28% |
$136K - $154K
|
4.15K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.64KNew |
$382K - $433K
|
6.64K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
30K+ 620.91% |
$1.73M - $1.96M
|
34.8K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.49% |
$1.44K - $1.63K
|
5.17K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.24KNew |
$359K - $407K
|
6.24K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.33K+ 7.73% |
$76.2K - $86.4K
|
18.5K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.72KNew |
$387K - $438K
|
6.72K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
77New |
$4.43K - $5.02K
|
77
$4.41K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
310New |
$17.8K - $20.2K
|
310
$17.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 15.1% |
$63.5K - $72K
|
6.21K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
7.38KNew |
$424K - $481K
|
7.38K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
19.2KNew |
$1.1M - $1.25M
|
19.2K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
240New |
$13.8K - $15.7K
|
240
$13.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
425New |
$24.5K - $27.7K
|
425
$24.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
115New |
$6.62K - $7.5K
|
115
$6.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.68KNew |
$96.7K - $110K
|
1.68K
$96.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-300- 6.98% |
$17.3K - $19.6K
|
4K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-120- 2.18% |
$6.9K - $7.83K
|
5.38K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-300- 5.58% |
$17.3K - $19.6K
|
5.08K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
71.6KNew |
$4.12M - $4.67M
|
71.6K
$4.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.03% |
$173 - $196
|
9.48K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$28.8K - $32.6K
|
500
$28.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
750New |
$43.1K - $48.9K
|
750
$43K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
380New |
$21.9K - $24.8K
|
380
$21.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.47KNew |
$372K - $422K
|
6.47K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.15KNew |
$411K - $466K
|
7.15K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
299New |
$17.2K - $19.5K
|
299
$17.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
42+ 10.99% |
$2.42K - $2.74K
|
424
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
288New |
$16.6K - $18.8K
|
288
$16.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-80- 39.02% |
$4.6K - $5.22K
|
125
$7.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-314- 36.94% |
$18.1K - $20.5K
|
536
$30.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
511New |
$29.4K - $33.3K
|
511
$29.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.44K- 29.41% |
$82.6K - $93.6K
|
3.45K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
63.9KNew |
$3.68M - $4.17M
|
63.9K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.23K- 24.29% |
$70.5K - $80K
|
3.82K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-300- 30.0% |
$17.3K - $19.6K
|
700
$40.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
37KNew |
$2.13M - $2.41M
|
37K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.1K+ 21920.0% |
$63.1K - $71.5K
|
1.1K
$63.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-15.8K- 17.15% |
$910K - $1.03M
|
76.4K
$4.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
500New |
$28.8K - $32.6K
|
500
$28.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39K- 47.43% |
$79.7K - $90.4K
|
1.54K
$87.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
215+ 2.71% |
$12.4K - $14K
|
8.15K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 1.9% |
$5.75K - $6.52K
|
5.15K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.3K- 68.27% |
$75K - $85.1K
|
606
$34.7K
|