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 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$18.1K - $19.9K
|
300
$17.2K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
300New |
$18.1K - $19.9K
|
300
$17.2K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
300+ 150.0% |
$18.1K - $19.9K
|
500
$28.6K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$18.1K - $19.9K
|
300
$17.2K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
261New |
$15.7K - $17.3K
|
261
$14.9K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
200New |
$12.1K - $13.3K
|
200
$11.5K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
155+ 7.49% |
$9.34K - $10.3K
|
2.23K
$127K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 3.83% |
$7.72K - $8.5K
|
3.47K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
75New |
$4.52K - $4.98K
|
75
$4.3K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
70New |
$4.22K - $4.65K
|
70
$4.01K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13+ 0.15% |
$784 - $863
|
8.89K
$509K
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
6+ 0.09% |
$362 - $398
|
6.55K
$375K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 0.33% |
$241 - $266
|
1.2K
$68.7K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3+ 0.09% |
$181 - $199
|
3.43K
$197K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3+ 0.07% |
$181 - $199
|
4.18K
$239K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.65% |
$121 - $133
|
312
$17.9K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
$60.3 - $66.4
|
1
$57.3
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.63% |
$60.3 - $66.4
|
160
$9.16K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26.1KNew |
$1.51M - $1.61M
|
26.1K
$1.49M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$584K - $621K
|
10.1K
$576K
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.82KNew |
$454K - $483K
|
7.82K
$448K
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.38KNew |
$312K - $332K
|
5.38K
$308K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.37KNew |
$312K - $332K
|
5.37K
$308K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.5KNew |
$261K - $278K
|
4.5K
$258K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4.14KNew |
$240K - $256K
|
4.14K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.73KNew |
$217K - $230K
|
3.73K
$214K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.83KNew |
$106K - $113K
|
1.83K
$105K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.36KNew |
$78.7K - $83.7K
|
1.36K
$77.6K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
807New |
$46.8K - $49.8K
|
807
$46.2K
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
647+ 12.94% |
$37.6K - $40K
|
5.65K
$323K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
565New |
$32.8K - $34.9K
|
565
$32.4K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
505New |
$29.3K - $31.2K
|
505
$28.9K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
500New |
$29K - $30.9K
|
500
$28.6K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
350+ 7.45% |
$20.3K - $21.6K
|
5.05K
$289K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
330New |
$19.2K - $20.4K
|
330
$18.9K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
316+ 400.0% |
$18.3K - $19.5K
|
395
$22.6K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
220New |
$12.8K - $13.6K
|
220
$12.6K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
112New |
$6.5K - $6.92K
|
112
$6.41K
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
75+ 1.96% |
$4.35K - $4.63K
|
3.9K
$223K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
67New |
$3.89K - $4.14K
|
67
$3.84K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$697 - $741
|
12
$687
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$58.1 - $61.8
|
780
$44.7K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2MNew |
$122M - $619M
|
2M
$114M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.2K+ 1161.84% |
$5.61M - $28.6M
|
100K
$5.73M
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
50.4K+ 1945.66% |
$3.07M - $15.6M
|
53K
$3.04M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.4K+ 322.87% |
$2.7M - $13.8M
|
58.2K
$3.33M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
34.2K+ 562.33% |
$2.08M - $10.6M
|
40.3K
$2.31M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24.3KNew |
$1.48M - $7.53M
|
24.3K
$1.39M
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
23.3K+ 359.93% |
$1.42M - $7.22M
|
29.8K
$1.71M
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
23.3K+ 400.0% |
$1.42M - $7.22M
|
29.1K
$1.67M
|