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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-324- 2.92% |
$41.3K - $46K
|
10.8K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.22% |
$510 - $568
|
1.84K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
17+ 0.14% |
$2.17K - $2.41K
|
12.3K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-94- 1.2% |
$12K - $13.3K
|
7.77K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
90New |
$11.5K - $12.8K
|
90
$12.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-441- 6.16% |
$56.2K - $62.6K
|
6.71K
$962K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-677- 96.71% |
$86.3K - $96.1K
|
23
$3.3K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-295- 9.91% |
$37.6K - $41.9K
|
2.68K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.06% |
$127 - $142
|
1.81K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.74K- 30.74% |
$349K - $389K
|
6.17K
$885K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-390- 7.02% |
$49.7K - $55.4K
|
5.17K
$741K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
463+ 8.11% |
$59K - $65.7K
|
6.18K
$885K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
3+ 0.03% |
$382 - $426
|
9K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-10- 0.14% |
$1.27K - $1.42K
|
7.28K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.97KNew |
$251K - $280K
|
1.97K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.2K+ 137.77% |
$1.42M - $1.58M
|
19.3K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2K- 27.05% |
$255K - $284K
|
5.39K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 125.05% |
$1.73M - $1.93M
|
24.4K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-723- 8.01% |
$92.2K - $103K
|
8.31K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.31KNew |
$932K - $1.04M
|
7.31K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.54K- 24.8% |
$197K - $219K
|
4.68K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 7.69% |
$133K - $148K
|
12.5K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-37- 12.8% |
$4.72K - $5.25K
|
252
$36.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-159- 2.98% |
$20.3K - $22.6K
|
5.17K
$742K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.81K- 30.15% |
$358K - $399K
|
6.51K
$933K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22- 27.85% |
$2.8K - $3.12K
|
57
$8.17K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-525- 5.15% |
$66.9K - $74.6K
|
9.66K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.24K+ 20.16% |
$158K - $176K
|
7.37K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-22- 0.36% |
$2.8K - $3.12K
|
6.02K
$863K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.75KNew |
$223K - $248K
|
1.75K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.15% |
$3.19K - $3.55K
|
17K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-46- 4.8% |
$5.86K - $6.53K
|
912
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-464- 3.69% |
$59.2K - $65.9K
|
12.1K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-9.21K- 14.1% |
$1.17M - $1.31M
|
56.1K
$8.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
455+ 1.15% |
$58K - $64.6K
|
39.9K
$5.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-90- 9.38% |
$11.5K - $12.8K
|
870
$125K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-19- 0.46% |
$2.42K - $2.7K
|
4.07K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
673+ 2.24% |
$85.8K - $95.6K
|
30.7K
$4.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
261+ 12.91% |
$33.3K - $37.1K
|
2.28K
$327K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 29.35% |
$152K - $170K
|
2.88K
$412K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-7.03K- 17.05% |
$896K - $998K
|
34.2K
$4.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-48- 2.86% |
$6.12K - $6.82K
|
1.63K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-110- 5.59% |
$14K - $15.6K
|
1.86K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 1.95% |
$145K - $161K
|
57K
$8.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.78K- 12.84% |
$227K - $253K
|
12.1K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
240+ 171.43% |
$30.6K - $34.1K
|
380
$54.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6- 0.27% |
$765 - $852
|
2.18K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
206+ 1.11% |
$26.3K - $29.3K
|
18.8K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
86+ 0.91% |
$11K - $12.2K
|
9.5K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 5.99% |
$20.4K - $22.7K
|
2.51K
$360K
|