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 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
305New |
$17.5K - $19.9K
|
305
$17.5K
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
299New |
$17.2K - $19.5K
|
299
$17.1K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
288New |
$16.6K - $18.8K
|
288
$16.5K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
240New |
$13.8K - $15.7K
|
240
$13.7K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
215+ 2.71% |
$12.4K - $14K
|
8.15K
$467K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
115New |
$6.62K - $7.5K
|
115
$6.59K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
90New |
$5.18K - $5.87K
|
90
$5.15K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
90+ 0.72% |
$5.18K - $5.87K
|
12.5K
$719K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
77New |
$4.43K - $5.02K
|
77
$4.41K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
42+ 10.99% |
$2.42K - $2.74K
|
424
$24.3K
|
|
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
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
38+ 0.6% |
$2.19K - $2.48K
|
6.37K
$365K
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.49% |
$1.44K - $1.63K
|
5.17K
$296K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.03% |
$173 - $196
|
9.48K
$543K
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.76% |
$57.5 - $65.2
|
132
$7.56K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.42% |
$57.5 - $65.2
|
239
$13.7K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$57.5 - $65.2
|
1
$57.3
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
219K+ 6271.65% |
$13.2M - $14.6M
|
223K
$12.8M
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
159KNew |
$9.59M - $10.6M
|
159K
$9.11M
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
45.9KNew |
$2.76M - $3.04M
|
45.9K
$2.63M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
21.3KNew |
$1.29M - $1.42M
|
21.3K
$1.22M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.3KNew |
$922K - $1.02M
|
15.3K
$876K
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
15.3KNew |
$921K - $1.01M
|
15.3K
$875K
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
12.4KNew |
$746K - $822K
|
12.4K
$709K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.5KNew |
$631K - $695K
|
10.5K
$600K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.79KNew |
$530K - $583K
|
8.79K
$503K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.68KNew |
$343K - $377K
|
5.68K
$326K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
5.51KNew |
$332K - $366K
|
5.51K
$316K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.37KNew |
$324K - $357K
|
5.37K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.68K+ 63.56% |
$282K - $310K
|
12K
$689K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
4.03KNew |
$243K - $268K
|
4.03K
$231K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.77KNew |
$227K - $250K
|
3.77K
$216K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
3.25KNew |
$196K - $216K
|
3.25K
$186K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.24KNew |
$195K - $215K
|
3.24K
$185K
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.23KNew |
$194K - $214K
|
3.23K
$185K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.18KNew |
$192K - $211K
|
3.18K
$182K
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.16KNew |
$190K - $209K
|
3.16K
$181K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.13KNew |
$188K - $207K
|
3.13K
$179K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.1KNew |
$187K - $206K
|
3.1K
$178K
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2K+ 100.0% |
$121K - $133K
|
4K
$229K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2KNew |
$121K - $133K
|
2K
$115K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.59K+ 23.8% |
$96.1K - $106K
|
8.29K
$475K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.12K+ 1.15% |
$67.5K - $74.3K
|
98.5K
$5.64M
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
785New |
$47.3K - $52.1K
|
785
$45K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$30.1K - $33.2K
|
500
$28.6K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
500New |
$30.1K - $33.2K
|
500
$28.6K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
482+ 3.86% |
$29.1K - $32K
|
13K
$743K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
387New |
$23.3K - $25.7K
|
387
$22.2K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
380+ 89.41% |
$22.9K - $25.2K
|
805
$46.1K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
330New |
$19.9K - $21.9K
|
330
$18.9K
|