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 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.92K+ 400.0% |
$178K - $906K
|
3.66K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.81K+ 400.0% |
$171K - $870K
|
3.51K
$201K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.8K+ 400.0% |
$171K - $869K
|
3.51K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.74K+ 377.96% |
$167K - $850K
|
3.47K
$199K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 400.0% |
$162K - $826K
|
3.34K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.46K+ 400.0% |
$149K - $761K
|
3.07K
$176K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 198.48% |
$135K - $688K
|
3.34K
$191K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.94K+ 400.0% |
$118K - $601K
|
2.43K
$139K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.94KNew |
$118K - $601K
|
1.94K
$111K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.92K+ 400.0% |
$117K - $594K
|
2.4K
$137K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.9K+ 400.0% |
$115K - $587K
|
2.37K
$136K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.84K+ 400.0% |
$112K - $570K
|
2.3K
$132K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
1.83K+ 64.66% |
$111K - $567K
|
4.66K
$267K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.6K+ 400.0% |
$97.3K - $496K
|
2K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.57K+ 334.04% |
$95.5K - $486K
|
2.04K
$117K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$90K - $458K
|
1.48K
$84.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.3K+ 400.0% |
$79.1K - $403K
|
1.63K
$93.1K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.06K+ 400.0% |
$64.7K - $330K
|
1.33K
$76.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1K+ 400.0% |
$60.8K - $310K
|
1.25K
$71.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
944+ 400.0% |
$57.4K - $292K
|
1.18K
$67.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
828+ 400.0% |
$50.4K - $256K
|
1.04K
$59.3K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
800+ 400.0% |
$48.7K - $248K
|
1K
$57.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
796+ 390.2% |
$48.4K - $247K
|
1K
$57.3K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
712+ 400.0% |
$43.3K - $221K
|
890
$51K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
645New |
$39.2K - $200K
|
645
$36.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
603+ 1884.38% |
$36.7K - $187K
|
635
$36.4K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
600+ 400.0% |
$36.5K - $186K
|
750
$43K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
500New |
$30.4K - $155K
|
500
$28.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
468+ 400.0% |
$28.5K - $145K
|
585
$33.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
460+ 400.0% |
$28K - $142K
|
575
$32.9K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
436+ 400.0% |
$26.5K - $135K
|
545
$31.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400+ 400.0% |
$24.3K - $124K
|
500
$28.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
360+ 360.0% |
$21.9K - $112K
|
460
$26.3K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
324+ 400.0% |
$19.7K - $100K
|
405
$23.2K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
300+ 400.0% |
$18.2K - $92.9K
|
375
$21.5K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
276+ 400.0% |
$16.8K - $85.5K
|
345
$19.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
272+ 400.0% |
$16.5K - $84.3K
|
340
$19.5K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
264+ 400.0% |
$16.1K - $81.8K
|
330
$18.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
264+ 400.0% |
$16.1K - $81.8K
|
330
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
260+ 400.0% |
$15.8K - $80.5K
|
325
$18.6K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
260+ 400.0% |
$15.8K - $80.5K
|
325
$18.6K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
250New |
$15.2K - $77.4K
|
250
$14.3K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
244+ 400.0% |
$14.8K - $75.6K
|
305
$17.5K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
221+ 248.31% |
$13.4K - $68.5K
|
310
$17.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
204+ 400.0% |
$12.4K - $63.2K
|
255
$14.6K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 400.0% |
$12.2K - $62K
|
250
$14.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
200New |
$12.2K - $62K
|
200
$11.5K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
188+ 400.0% |
$11.4K - $58.2K
|
235
$13.5K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
176+ 400.0% |
$10.7K - $54.5K
|
220
$12.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
164+ 400.0% |
$9.98K - $50.8K
|
205
$11.7K
|