Latest Institutional Purchases of Ishares Tr (IYH)
This list provides information on the latest institutional transactions involving Ishares Tr (IYH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
15New |
$4.05K - $4.3K
|
15
$859
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 1.23% |
$3.78K - $4.01K
|
1.15K
$65.8K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.87% |
$1.89K - $2.01K
|
812
$46.5K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
2New |
$540 - $573
|
2
$115
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2New |
$540 - $573
|
2
$115
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.15KNew |
$1.64M - $1.76M
|
6.15K
$352K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
861New |
$230K - $246K
|
861
$49.3K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
852New |
$228K - $243K
|
852
$48.8K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
808New |
$216K - $231K
|
808
$46.3K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
716New |
$191K - $205K
|
716
$41K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
177+ 3.33% |
$47.3K - $50.6K
|
5.49K
$314K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$26.7K - $28.6K
|
100
$5.73K
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
99+ 12.28% |
$26.4K - $28.3K
|
905
$51.8K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
90+ 23.68% |
$24K - $25.7K
|
470
$26.9K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
79New |
$21.1K - $22.6K
|
79
$4.52K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
75New |
$20K - $21.4K
|
75
$4.3K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
50New |
$13.4K - $14.3K
|
50
$2.86K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
47+ 24.1% |
$12.6K - $13.4K
|
242
$13.9K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 4.95% |
$11K - $11.7K
|
870
$49.8K
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 113.64% |
$6.68K - $7.14K
|
47
$2.69K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$6.41K - $6.86K
|
24
$1.37K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
13New |
$3.47K - $3.71K
|
13
$745
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6New |
$1.6K - $1.71K
|
6
$344
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.21% |
$534 - $571
|
966
$55.3K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.83KNew |
$998K - $1.09M
|
3.83K
$219K
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.78KNew |
$724K - $788K
|
2.78K
$159K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.1K+ 32.44% |
$548K - $597K
|
8.59K
$492K
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.47KNew |
$383K - $417K
|
1.47K
$84.2K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.46K+ 2918.0% |
$380K - $414K
|
1.51K
$86.4K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.41KNew |
$366K - $399K
|
1.41K
$80.5K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
785New |
$205K - $223K
|
785
$45K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
688New |
$179K - $195K
|
688
$39.4K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
65New |
$16.9K - $18.4K
|
65
$3.72K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
21New |
$5.47K - $5.96K
|
21
$1.2K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19New |
$4.95K - $5.39K
|
19
$1.09K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$2.61K - $2.84K
|
10
$573
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$521 - $567
|
2
$115
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.11% |
$261 - $284
|
941
$53.9K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
55.8KNew |
$2.84M - $16.2M
|
55.8K
$3.19M
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
35.8KNew |
$1.82M - $10.4M
|
35.8K
$2.05M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.31KNew |
$219K - $1.25M
|
4.31K
$247K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.9KNew |
$198K - $1.14M
|
3.9K
$223K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.57KNew |
$80.1K - $458K
|
1.57K
$90.1K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.39KNew |
$70.6K - $404K
|
1.39K
$79.5K
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 34.57% |
$66.1K - $378K
|
5.06K
$290K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$50.9K - $291K
|
1K
$57.3K
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
810New |
$41.2K - $236K
|
810
$46.4K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
765New |
$38.9K - $223K
|
765
$43.8K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
734New |
$37.4K - $214K
|
734
$42K
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
733New |
$37.3K - $213K
|
733
$42K
|