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 |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
444+ 2.71% |
$49.4K - $55.8K
|
16.8K
$2M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 3.78% |
$186K - $210K
|
45.8K
$5.47M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.25% |
$111 - $126
|
398
$47.5K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
952+ 63.13% |
$106K - $120K
|
2.46K
$293K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.23K+ 19.54% |
$137K - $154K
|
7.51K
$896K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.67K+ 39.35% |
$519K - $587K
|
16.5K
$1.97M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-169- 1.85% |
$18.8K - $21.2K
|
8.96K
$1.07M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-124- 2.32% |
$13.8K - $15.6K
|
5.21K
$622K
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.45K- 12.75% |
$161K - $182K
|
9.89K
$1.18M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-270- 0.62% |
$30K - $33.9K
|
43.4K
$5.17M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
994New |
$111K - $125K
|
994
$119K
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.12KNew |
$236K - $267K
|
2.12K
$253K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
320+ 114.29% |
$35.6K - $40.2K
|
600
$71.6K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.68K+ 17.78% |
$966K - $1.09M
|
57.5K
$6.86M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-9- 1.73% |
$1K - $1.13K
|
510
$60.8K
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.08% |
$222 - $251
|
2.65K
$316K
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-234- 3.69% |
$26K - $29.4K
|
6.11K
$728K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-322- 43.81% |
$35.8K - $40.5K
|
413
$49.3K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.43KNew |
$826K - $934K
|
7.43K
$886K
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-512- 27.22% |
$56.9K - $64.4K
|
1.37K
$163K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 5.81% |
$225K - $254K
|
32.8K
$3.91M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.84K- 5.21% |
$538K - $608K
|
88.1K
$10.5M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$1.38M - $1.56M
|
12.4K
$1.48M
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.54KNew |
$393K - $445K
|
3.54K
$422K
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.78K- 27.91% |
$197K - $223K
|
4.58K
$547K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$55.6K - $62.9K
|
500
$59.6K
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
1.83KNew |
$203K - $230K
|
1.83K
$218K
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.73K+ 28.6% |
$303K - $343K
|
12.3K
$1.46M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-302- 3.11% |
$33.6K - $38K
|
9.42K
$1.12M
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$179K - $203K
|
1.61K
$192K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 1.84% |
$1.11K - $1.26K
|
534
$63.7K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.17K- 11.59% |
$130K - $147K
|
8.94K
$1.07M
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.73KNew |
$193K - $218K
|
1.73K
$206K
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-5- 0.22% |
$556 - $629
|
2.28K
$272K
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-125- 32.98% |
$13.9K - $15.7K
|
254
$30.3K
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-238- 1.72% |
$26.5K - $29.9K
|
13.6K
$1.62M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$209K - $236K
|
1.88K
$224K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
349+ 16.57% |
$38.8K - $43.9K
|
2.46K
$293K
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
65.1K+ 1760.64% |
$7.24M - $8.19M
|
68.8K
$8.21M
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-90- 27.69% |
$10K - $11.3K
|
235
$28K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-222- 7.68% |
$24.7K - $27.9K
|
2.67K
$318K
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.76KNew |
$195K - $221K
|
1.76K
$209K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-22.4K- 62.85% |
$2.49M - $2.81M
|
13.2K
$1.58M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70+ 2.64% |
$7.79K - $8.8K
|
2.72K
$324K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.1K+ 75.03% |
$1.9M - $2.15M
|
39.9K
$4.75M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.18K+ 374.46% |
$576K - $651K
|
6.56K
$782K
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
38+ 0.2% |
$4.23K - $4.78K
|
19.3K
$2.31M
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.79% |
$5.56K - $6.29K
|
2.74K
$327K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.13% |
$556 - $629
|
3.93K
$468K
|