Latest Institutional Transactions on Ishares Tr (IYJ)
This table provides information on the latest institutional transactions involving Ishares Tr (IYJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
767+ 2.62% |
$102K - $110K
|
30K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.91KNew |
$387K - $419K
|
2.91K
$410K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.24K+ 14.83% |
$164K - $178K
|
9.58K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-22.6K- 84.73% |
$3M - $3.25M
|
4.07K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 4.55% |
$12.6K - $13.7K
|
2.19K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 1.89% |
$13K - $14.1K
|
5.1K
$718K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.09% |
$2.13K - $2.3K
|
17K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$18.6K - $20.2K
|
140
$19.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.6K+ 43.3% |
$745K - $806K
|
18.5K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.46K+ 13.43% |
$194K - $210K
|
12.3K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1+ 0.19% |
$133 - $144
|
535
$75.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-55- 0.44% |
$7.31K - $7.92K
|
12.6K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-105- 2.5% |
$14K - $15.1K
|
4.09K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
86+ 1.47% |
$11.4K - $12.4K
|
5.95K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-6- 0.01% |
$798 - $864
|
65.4K
$9.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.11% |
$399 - $432
|
2.66K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
255New |
$33.9K - $36.7K
|
255
$35.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.2K+ 3.93% |
$292K - $316K
|
58.1K
$8.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-89- 2.61% |
$11.8K - $12.8K
|
3.32K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
634+ 3.54% |
$84.3K - $91.3K
|
18.6K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
56K+ 683.44% |
$7.45M - $8.06M
|
64.2K
$9.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-15- 0.5% |
$1.99K - $2.16K
|
2.99K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 20.65% |
$316K - $342K
|
13.9K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.03K+ 48.13% |
$403K - $436K
|
9.32K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
329+ 11.45% |
$43.7K - $47.4K
|
3.2K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-68- 2.18% |
$9.04K - $9.79K
|
3.05K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-347- 3.57% |
$46.1K - $49.9K
|
9.38K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1- 9.09% |
$133 - $144
|
10
$1.41K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
220+ 1.81% |
$29.3K - $31.7K
|
12.3K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
53+ 0.27% |
$7.05K - $7.63K
|
19.3K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-232- 8.84% |
$30.8K - $33.4K
|
2.39K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
12.4KNew |
$1.65M - $1.78M
|
12.4K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5+ 0.29% |
$665 - $720
|
1.74K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
872+ 2.16% |
$116K - $126K
|
41.2K
$5.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.13KNew |
$549K - $594K
|
4.13K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.58K+ 116.38% |
$609K - $659K
|
8.52K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.3% |
$665 - $720
|
1.69K
$238K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
500+ 100.0% |
$66.5K - $72K
|
1K
$141K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
102KNew |
$13.6M - $14.7M
|
102K
$14.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-153- 0.34% |
$20.3K - $22K
|
44.3K
$6.23M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-823- 2.05% |
$109K - $118K
|
39.3K
$5.53M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 22.7% |
$163K - $184K
|
7.43K
$1.05M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40+ 2.38% |
$4.73K - $5.35K
|
1.72K
$243K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.3% |
$237 - $267
|
673
$94.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.1KNew |
$248K - $281K
|
2.1K
$296K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.2KNew |
$1.92M - $2.17M
|
16.2K
$2.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.18K- 14.9% |
$139K - $157K
|
6.71K
$945K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.62KNew |
$191K - $216K
|
1.62K
$228K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.64KNew |
$194K - $219K
|
1.64K
$231K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.8K+ 3.95% |
$804K - $909K
|
179K
$25.2M
|
|