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 |
---|---|---|---|---|---|---|---|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-87Closed |
$9.32K - $10K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
90KNew |
$9.64M - $10.3M
|
90K
$12.7M
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.97KClosed |
$533K - $572K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
682New |
$73.1K - $78.4K
|
682
$96K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-3KClosed |
$321K - $345K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.67KNew |
$287K - $307K
|
2.67K
$376K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-565Closed |
$60.5K - $65K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-626Closed |
$67.1K - $72K
|
0
$0
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-2.33KClosed |
$249K - $267K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
400New |
$42.6K - $45.1K
|
400
$56.3K
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-301Closed |
$32.1K - $33.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-141Closed |
$15K - $15.9K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$320 - $338
|
3
$422
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-98Closed |
$10.4K - $11.1K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.14KClosed |
$227K - $241K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.98KClosed |
$211K - $224K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
SELL
|
- |
-3.7KClosed |
$394K - $417K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
12.6KNew |
$1.35M - $1.42M
|
12.6K
$1.78M
|
|
Q1 2021 | |||||||
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.05KClosed |
$191K - $217K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Barings LLC
|
SELL
|
- |
-119KClosed |
$11.1M - $12.6M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.3KClosed |
$308K - $349K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-334Closed |
$31.1K - $35.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.58KClosed |
$241K - $273K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-54- 11.89% |
$5.03K - $5.72K
|
400
$56.3K
|
|
Apr 08, 2021
Q1 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.1KClosed |
$196K - $223K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-192Closed |
$17.9K - $20.3K
|
0
$0
|
|
Q4 2020 | |||||||
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
80+ 100.0% |
$6.53K - $7.78K
|
160
$22.5K
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
238+ 100.0% |
$19.4K - $23.1K
|
476
$67K
|
|
Feb 16, 2021
Q4 2020
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.4K+ 100.0% |
$196K - $233K
|
4.8K
$676K
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
220New |
$18K - $21.4K
|
220
$31K
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-100Closed |
$8.17K - $9.72K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350+ 100.0% |
$28.6K - $34K
|
700
$98.5K
|
|
Feb 10, 2021
Q4 2020
|
South State Corp
|
BUY
|
- |
80+ 100.0% |
$6.53K - $7.78K
|
160
$22.5K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-244Closed |
$19.9K - $23.7K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.72K+ 100.0% |
$141K - $168K
|
3.45K
$485K
|
|
Feb 05, 2021
Q4 2020
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-177Closed |
$14.5K - $17.2K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.36K+ 100.0% |
$193K - $230K
|
4.73K
$665K
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
58+ 98.31% |
$4.74K - $5.64K
|
117
$16.5K
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
100+ 100.0% |
$8.17K - $9.72K
|
200
$28.2K
|
|
Feb 01, 2021
Q4 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
525+ 100.0% |
$42.9K - $51K
|
1.05K
$148K
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
BUY
|
- |
1.41K+ 100.0% |
$115K - $137K
|
2.81K
$396K
|
|
Jan 07, 2021
Q4 2020
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.6K+ 100.0% |
$131K - $156K
|
3.2K
$450K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-486Closed |
$36.2K - $42.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-148Closed |
$11K - $12.9K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3Closed |
$223 - $261
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-93Closed |
$6.92K - $8.09K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-43Closed |
$3.2K - $3.74K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-25Closed |
$1.86K - $2.18K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
James Investment Research Inc
|
SELL
|
- |
-250Closed |
$18.6K - $21.8K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-396Closed |
$23.3K - $32.2K
|
0
$0
|