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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
765New |
$38.9K - $223K
|
765
$45.8K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
734New |
$37.4K - $214K
|
734
$43.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
733New |
$37.3K - $213K
|
733
$43.9K
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
724New |
$36.9K - $211K
|
724
$43.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
711New |
$36.2K - $207K
|
711
$42.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.2K - $58.2K
|
200
$12K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 100.0% |
$5.09K - $29.1K
|
200
$12K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
70New |
$3.56K - $20.4K
|
70
$4.19K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
55New |
$2.8K - $16K
|
55
$3.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27+ 3.03% |
$1.37K - $7.86K
|
918
$54.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
23New |
$1.17K - $6.7K
|
23
$1.38K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$1.02K - $5.82K
|
20
$1.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
19New |
$967 - $5.53K
|
19
$1.14K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10+ 1.1% |
$509 - $2.91K
|
915
$54.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10New |
$509 - $2.91K
|
10
$598
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1New |
$50.9 - $291
|
1
$59.8
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.09% |
$50.9 - $291
|
1.12K
$67.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
28.2K+ 108.09% |
$1.42M - $7.95M
|
54.3K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
21.7K+ 185.19% |
$1.1M - $6.13M
|
33.5K
$2M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
10.1KNew |
$510K - $2.85M
|
10.1K
$604K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.37KNew |
$272K - $1.51M
|
5.37K
$321K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.99K+ 355.17% |
$201K - $1.12M
|
5.11K
$306K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
737+ 89.12% |
$37.2K - $208K
|
1.56K
$93.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
717+ 219.27% |
$36.2K - $202K
|
1.04K
$62.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
684New |
$34.6K - $193K
|
684
$40.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
15+ 0.07% |
$758 - $4.23K
|
22K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.43% |
$50.5 - $282
|
233
$13.9K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.01KNew |
$502K - $603K
|
2.01K
$120K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
1.12KNew |
$281K - $337K
|
1.12K
$67.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.09KNew |
$273K - $328K
|
1.09K
$65.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
919+ 82.57% |
$230K - $276K
|
2.03K
$122K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
345New |
$86.2K - $104K
|
345
$20.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
150New |
$37.5K - $45K
|
150
$8.98K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
52New |
$13K - $15.6K
|
52
$3.11K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
3+ 0.18% |
$749 - $900
|
1.72K
$103K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 0.66% |
$250 - $300
|
152
$9.1K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.14KNew |
$303K - $338K
|
1.14K
$68K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
900New |
$240K - $268K
|
900
$53.9K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
99New |
$26.3K - $29.5K
|
99
$5.92K
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
200New |
$54.4K - $60.4K
|
200
$12K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
154New |
$41.9K - $46.5K
|
154
$9.22K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
135New |
$36.7K - $40.8K
|
135
$8.08K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20New |
$5.44K - $6.04K
|
20
$1.2K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
3New |
$815 - $906
|
3
$180
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
799New |
$220K - $237K
|
799
$47.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$68.9K - $74.1K
|
250
$15K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
235New |
$64.8K - $69.6K
|
235
$14.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 1.45% |
$276 - $296
|
70
$4.19K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.73KNew |
$687K - $748K
|
2.73K
$163K
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
958+ 5635.29% |
$210K - $236K
|
975
$58.3K
|
|