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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-979- 37.86% |
$252K - $280K
|
1.61K
$92K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-916- 47.88% |
$236K - $262K
|
997
$57.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-449- 20.41% |
$115K - $129K
|
1.75K
$100K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-439- 9.56% |
$113K - $126K
|
4.15K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-299- 23.04% |
$76.9K - $85.6K
|
999
$57.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-197- 4.91% |
$50.7K - $56.4K
|
3.81K
$218K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-118- 74.68% |
$30.4K - $33.8K
|
40
$2.29K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-80- 80.0% |
$20.6K - $22.9K
|
20
$1.15K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 41.67% |
$3.86K - $4.29K
|
21
$1.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12- 1.51% |
$3.09K - $3.44K
|
784
$44.9K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-900- 53.7% |
$243K - $258K
|
776
$44.4K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-822- 39.61% |
$222K - $235K
|
1.25K
$71.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-779- 8.3% |
$210K - $223K
|
8.61K
$493K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-686- 43.67% |
$185K - $196K
|
885
$50.7K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-455- 22.82% |
$123K - $130K
|
1.54K
$88.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-431- 11.48% |
$116K - $123K
|
3.32K
$190K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-161- 43.05% |
$43.5K - $46.1K
|
213
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-120- 25.53% |
$32.4K - $34.4K
|
350
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 9.72% |
$27K - $28.6K
|
929
$53.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-78- 3.91% |
$21.1K - $22.3K
|
1.92K
$110K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-42- 5.35% |
$11.3K - $12K
|
743
$42.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36- 1.0% |
$9.72K - $10.3K
|
3.57K
$204K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27- 2.21% |
$7.29K - $7.73K
|
1.2K
$68.4K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-9K- 18.0% |
$2.4M - $2.57M
|
41K
$2.35M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-963- 55.31% |
$257K - $275K
|
778
$44.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-277- 8.74% |
$74K - $79.1K
|
2.89K
$166K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-120- 91.6% |
$32.1K - $34.3K
|
11
$630
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 5.45% |
$26.7K - $28.6K
|
1.74K
$99.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-15- 41.67% |
$4.01K - $4.29K
|
21
$1.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4- 0.37% |
$1.07K - $1.14K
|
1.08K
$61.6K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.01K- 49.98% |
$262K - $286K
|
1.01K
$57.7K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-716- 45.58% |
$187K - $203K
|
855
$49K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-431- 29.7% |
$112K - $122K
|
1.02K
$58.4K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-301- 96.17% |
$78.5K - $85.4K
|
12
$687
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-39- 57.35% |
$10.2K - $11.1K
|
29
$1.66K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-22- 45.83% |
$5.73K - $6.24K
|
26
$1.49K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21- 3.16% |
$5.47K - $5.96K
|
644
$36.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 0.86% |
$4.17K - $4.54K
|
1.85K
$106K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-14- 1.86% |
$3.65K - $3.97K
|
738
$42.3K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.99K- 48.18% |
$203K - $1.16M
|
4.29K
$246K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-216- 8.98% |
$11K - $62.9K
|
2.19K
$125K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-210- 15.99% |
$10.7K - $61.1K
|
1.1K
$63.2K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-151- 3.73% |
$7.69K - $44K
|
3.9K
$223K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-81- 4.65% |
$4.12K - $23.6K
|
1.66K
$95.1K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-73- 2.58% |
$3.72K - $21.3K
|
2.75K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-52- 92.86% |
$2.65K - $15.1K
|
4
$229
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-50- 4.05% |
$2.55K - $14.6K
|
1.18K
$67.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-17- 2.11% |
$865 - $4.95K
|
789
$45.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-747Closed |
$37.8K - $211K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-394- 25.72% |
$19.9K - $111K
|
1.14K
$65.2K
|
|