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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
710+ 5.17% |
$41.4K - $44.6K
|
14.4K
$826K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
639+ 4.45% |
$37.3K - $40.1K
|
15K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
623+ 15.21% |
$36.3K - $39.1K
|
4.72K
$270K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
600New |
$35K - $37.7K
|
600
$34.4K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
541+ 11.55% |
$31.6K - $34K
|
5.23K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
515+ 14.1% |
$30K - $32.3K
|
4.17K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
503+ 4.42% |
$29.3K - $31.6K
|
11.9K
$680K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
501+ 60.0% |
$29.2K - $31.4K
|
1.34K
$76.5K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
419+ 1.75% |
$24.4K - $26.3K
|
24.4K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
347New |
$20.2K - $21.8K
|
347
$19.9K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
340+ 0.59% |
$19.8K - $21.3K
|
58.4K
$3.34M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
340+ 1133.33% |
$19.8K - $21.3K
|
370
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
300New |
$17.5K - $18.8K
|
300
$17.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
270New |
$15.7K - $16.9K
|
270
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
250New |
$14.6K - $15.7K
|
250
$14.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250+ 2.72% |
$14.6K - $15.7K
|
9.44K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
225New |
$13.1K - $14.1K
|
225
$12.9K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
220+ 4.16% |
$12.8K - $13.8K
|
5.51K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
204+ 1.97% |
$11.9K - $12.8K
|
10.6K
$604K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
185+ 1.08% |
$10.8K - $11.6K
|
17.3K
$990K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
167+ 5.04% |
$9.74K - $10.5K
|
3.48K
$199K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
155+ 3.64% |
$9.04K - $9.73K
|
4.42K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
151+ 0.5% |
$8.81K - $9.48K
|
30.2K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
150+ 1.62% |
$8.75K - $9.41K
|
9.41K
$539K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
120+ 0.93% |
$7K - $7.53K
|
13K
$745K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
120+ 1.31% |
$7K - $7.53K
|
9.27K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105+ 2.59% |
$6.12K - $6.59K
|
4.16K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 0.62% |
$5.83K - $6.28K
|
16.2K
$926K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
100+ 3.85% |
$5.83K - $6.28K
|
2.7K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
95+ 1.53% |
$5.54K - $5.96K
|
6.32K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
89+ 0.56% |
$5.19K - $5.59K
|
16K
$915K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
87+ 0.62% |
$5.07K - $5.46K
|
14.2K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
85+ 2.09% |
$4.96K - $5.33K
|
4.16K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
81+ 1.79% |
$4.72K - $5.08K
|
4.61K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
81+ 0.08% |
$4.72K - $5.08K
|
103K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51+ 0.04% |
$2.97K - $3.2K
|
127K
$7.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 8.47% |
$2.92K - $3.14K
|
640
$36.7K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
46+ 143.75% |
$2.68K - $2.89K
|
78
$4.47K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
42+ 1.21% |
$2.45K - $2.64K
|
3.51K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
42+ 0.32% |
$2.45K - $2.64K
|
13.3K
$762K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$2.33K - $2.51K
|
40
$2.29K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
40+ 0.33% |
$2.33K - $2.51K
|
12.3K
$703K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31+ 0.4% |
$1.81K - $1.95K
|
7.73K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 0.15% |
$1.81K - $1.95K
|
20.4K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
31+ 0.31% |
$1.81K - $1.95K
|
10.1K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28+ 0.25% |
$1.63K - $1.76K
|
11.1K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
21+ 0.23% |
$1.22K - $1.32K
|
9K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.15% |
$991 - $1.07K
|
11K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
17+ 0.26% |
$991 - $1.07K
|
6.62K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
11+ 0.28% |
$642 - $690
|
3.96K
$227K
|