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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
128+ 5.61% |
$14.7K - $18.2K
|
2.41K
$346K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 61.6% |
$1.73M - $2.14M
|
39.5K
$5.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.8KNew |
$207K - $256K
|
1.8K
$259K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.08% |
$230 - $285
|
2.66K
$382K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
143+ 6.35% |
$16.5K - $20.4K
|
2.4K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7+ 0.39% |
$805 - $996
|
1.81K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
56+ 0.61% |
$6.44K - $7.97K
|
9.22K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-2.12K- 51.38% |
$244K - $302K
|
2.01K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.49KNew |
$171K - $212K
|
1.49K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.33KNew |
$613K - $758K
|
5.33K
$765K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
621+ 76.38% |
$71.5K - $88.4K
|
1.43K
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
648+ 12.53% |
$74.6K - $92.2K
|
5.82K
$836K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
60+ 3.06% |
$6.9K - $8.54K
|
2.02K
$290K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-174- 1.93% |
$20K - $24.8K
|
8.82K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-76- 3.86% |
$8.75K - $10.8K
|
1.89K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-477- 9.83% |
$54.9K - $67.9K
|
4.37K
$628K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.04% |
$115 - $142
|
2.46K
$353K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-404- 9.93% |
$46.5K - $57.5K
|
3.67K
$527K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-214- 49.77% |
$24.6K - $30.5K
|
216
$31K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.21% |
$115 - $142
|
488
$70.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.72KNew |
$198K - $245K
|
1.72K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-39- 16.25% |
$4.49K - $5.55K
|
201
$28.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-180- 4.21% |
$20.7K - $25.6K
|
4.1K
$589K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.84KNew |
$211K - $262K
|
1.84K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.5K- 38.36% |
$287K - $355K
|
4.01K
$576K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.12KNew |
$244K - $301K
|
2.12K
$304K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
24.5K+ 127.32% |
$2.82M - $3.49M
|
43.8K
$6.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.26% |
$115 - $142
|
381
$54.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.53KNew |
$177K - $218K
|
1.53K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
260+ 0.85% |
$29.9K - $37K
|
31K
$4.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
46+ 306.67% |
$5.29K - $6.55K
|
61
$8.76K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
13.1KNew |
$1.51M - $1.87M
|
13.1K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
23.8K+ 21.87% |
$2.74M - $3.39M
|
133K
$19.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-28- 6.41% |
$3.22K - $3.98K
|
409
$58.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.28KNew |
$493K - $610K
|
4.28K
$615K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
154+ 0.35% |
$17.7K - $21.9K
|
43.7K
$6.28M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.39K- 40.34% |
$177K - $197K
|
2.05K
$295K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
339+ 19.87% |
$43.2K - $48.1K
|
2.05K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-278- 4.35% |
$35.4K - $39.5K
|
6.11K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
623KNew |
$79.4M - $88.5M
|
623K
$89.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-253- 10.61% |
$32.3K - $35.9K
|
2.13K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
108New |
$13.8K - $15.3K
|
108
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
300+ 75.0% |
$38.2K - $42.6K
|
700
$101K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.12KNew |
$270K - $300K
|
2.12K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.7K- 50.0% |
$217K - $241K
|
1.7K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.31K+ 43.23% |
$295K - $328K
|
7.66K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
20KNew |
$2.55M - $2.84M
|
20K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.05K- 11.31% |
$134K - $149K
|
8.24K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-441- 40.27% |
$56.2K - $62.6K
|
654
$94K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
100New |
$12.7K - $14.2K
|
100
$14.4K
|
|