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 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
330New |
$19.9K - $21.9K
|
330
$19.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
307+ 5.31% |
$18.5K - $20.4K
|
6.09K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$18.1K - $19.9K
|
300
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
300New |
$18.1K - $19.9K
|
300
$18K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
300+ 150.0% |
$18.1K - $19.9K
|
500
$29.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$18.1K - $19.9K
|
300
$18K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
266+ 2.27% |
$16K - $17.7K
|
12K
$716K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
261New |
$15.7K - $17.3K
|
261
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
240+ 1.96% |
$14.5K - $15.9K
|
12.5K
$746K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
223+ 140.25% |
$13.4K - $14.8K
|
382
$22.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
205+ 5.2% |
$12.4K - $13.6K
|
4.15K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
203+ 1.3% |
$12.2K - $13.5K
|
15.8K
$948K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
200New |
$12.1K - $13.3K
|
200
$12K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
193+ 2.33% |
$11.6K - $12.8K
|
8.47K
$507K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
186+ 3.54% |
$11.2K - $12.3K
|
5.45K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
175+ 1.55% |
$10.6K - $11.6K
|
11.5K
$687K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
166+ 3.17% |
$10K - $11K
|
5.4K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
162+ 4.18% |
$9.77K - $10.8K
|
4.04K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
162+ 3.38% |
$9.77K - $10.8K
|
4.95K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
155+ 7.49% |
$9.34K - $10.3K
|
2.23K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
131New |
$7.9K - $8.7K
|
131
$7.84K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
131+ 3.44% |
$7.9K - $8.7K
|
3.94K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 3.83% |
$7.72K - $8.5K
|
3.47K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
122+ 2.08% |
$7.36K - $8.1K
|
5.99K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
120+ 2.23% |
$7.23K - $7.97K
|
5.5K
$329K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
120+ 5.42% |
$7.23K - $7.97K
|
2.34K
$140K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
119+ 0.96% |
$7.17K - $7.9K
|
12.6K
$751K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
110+ 0.11% |
$6.63K - $7.3K
|
103K
$6.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
103+ 2.31% |
$6.21K - $6.84K
|
4.57K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
87+ 0.59% |
$5.25K - $5.78K
|
14.7K
$882K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
75New |
$4.52K - $4.98K
|
75
$4.49K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
73+ 270.37% |
$4.4K - $4.85K
|
100
$5.98K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
70New |
$4.22K - $4.65K
|
70
$4.19K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
68+ 0.85% |
$4.1K - $4.51K
|
8.04K
$481K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
66+ 1.0% |
$3.98K - $4.38K
|
6.7K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
53+ 0.32% |
$3.2K - $3.52K
|
16.6K
$990K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
46+ 0.67% |
$2.77K - $3.05K
|
6.95K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
43+ 0.23% |
$2.59K - $2.85K
|
18.4K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
41+ 0.2% |
$2.47K - $2.72K
|
20.3K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
40+ 0.39% |
$2.41K - $2.66K
|
10.2K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
39+ 0.35% |
$2.35K - $2.59K
|
11K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
36+ 0.32% |
$2.17K - $2.39K
|
11.1K
$665K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
22+ 0.36% |
$1.33K - $1.46K
|
6.22K
$372K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.18% |
$904 - $996
|
8.43K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13+ 0.15% |
$784 - $863
|
8.89K
$532K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.35% |
$723 - $797
|
3.41K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9+ 0.25% |
$543 - $597
|
3.65K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8+ 0.14% |
$482 - $531
|
5.74K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8+ 0.12% |
$482 - $531
|
6.45K
$386K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.07% |
$422 - $465
|
10.6K
$634K
|