Latest Institutional Sells of Ishares Tr (IYH)
This list provides information on the latest institutional transactions involving Ishares Tr (IYH) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 3.44% |
$888K - $977K
|
413K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-6.57K- 38.95% |
$396K - $436K
|
10.3K
$590K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.78K- 14.93% |
$107K - $118K
|
10.1K
$579K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1K- 21.05% |
$60.3K - $66.4K
|
3.75K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-876- 17.98% |
$52.8K - $58.1K
|
4K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-868- 21.78% |
$52.3K - $57.6K
|
3.12K
$179K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-850- 55.74% |
$51.2K - $56.4K
|
675
$38.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-629- 14.87% |
$37.9K - $41.8K
|
3.6K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-506- 13.94% |
$30.5K - $33.6K
|
3.13K
$179K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 11.11% |
$30.1K - $33.2K
|
4K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-432- 4.24% |
$26K - $28.7K
|
9.77K
$559K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-350- 5.42% |
$21.1K - $23.2K
|
6.11K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-336- 0.1% |
$20.3K - $22.3K
|
327K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-327- 84.28% |
$19.7K - $21.7K
|
61
$3.49K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-251- 20.06% |
$15.1K - $16.7K
|
1K
$57.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 3.17% |
$15.1K - $16.6K
|
7.63K
$437K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-250- 6.25% |
$15.1K - $16.6K
|
3.75K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-210- 7.36% |
$12.7K - $13.9K
|
2.65K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-184- 4.85% |
$11.1K - $12.2K
|
3.61K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-153- 7.18% |
$9.22K - $10.2K
|
1.98K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-120- 3.56% |
$7.23K - $7.97K
|
3.26K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-118- 2.09% |
$7.11K - $7.83K
|
5.54K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 1.46% |
$6.03K - $6.64K
|
6.75K
$387K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-91- 0.99% |
$5.49K - $6.04K
|
9.11K
$522K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-65- 20.63% |
$3.92K - $4.31K
|
250
$14.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1- 0.01% |
$60.3 - $66.4
|
9.77K
$559K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.08K- 47.11% |
$237K - $252K
|
4.58K
$262K
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.75KClosed |
$218K - $232K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.46K- 21.54% |
$201K - $214K
|
12.6K
$722K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.13K- 24.95% |
$182K - $193K
|
9.42K
$539K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.57K- 42.86% |
$149K - $158K
|
3.42K
$196K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.2K- 7.66% |
$128K - $136K
|
26.5K
$1.52M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.14K- 11.04% |
$66.1K - $70.3K
|
9.18K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1K- 58.7% |
$58.2K - $61.9K
|
705
$40.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-791- 14.71% |
$45.9K - $48.8K
|
4.59K
$263K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-613- 95.33% |
$35.6K - $37.9K
|
30
$1.72K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-300- 73.17% |
$17.4K - $18.5K
|
110
$6.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-226- 3.23% |
$13.1K - $14K
|
6.78K
$388K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-158- 4.08% |
$9.17K - $9.76K
|
3.72K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-114- 31.67% |
$6.62K - $7.04K
|
246
$14.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 20.0% |
$5.81K - $6.18K
|
400
$22.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-85- 0.81% |
$4.93K - $5.25K
|
10.4K
$595K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-82- 1.6% |
$4.76K - $5.06K
|
5.03K
$288K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 3.0% |
$2.9K - $3.09K
|
1.62K
$92.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 8.33% |
$1.45K - $1.54K
|
275
$15.7K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-14- 21.54% |
$813 - $865
|
51
$2.92K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-232K- 63.72% |
$59.7M - $66.5M
|
132K
$7.57M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-10K- 76.92% |
$2.57M - $2.86M
|
3K
$172K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.12K- 52.36% |
$1.32M - $1.46M
|
4.65K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-4.79K- 72.48% |
$1.23M - $1.37M
|
1.82K
$104K
|
|