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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.11K+ 268.77% |
$132K - $139K
|
1.52K
$214K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
363+ 10.46% |
$43.2K - $45.4K
|
3.83K
$539K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-125- 12.82% |
$14.9K - $15.6K
|
850
$120K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-45- 17.72% |
$5.36K - $5.63K
|
209
$29.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
43New |
$5.12K - $5.38K
|
43
$6.05K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.2KNew |
$381K - $400K
|
3.2K
$450K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
407+ 4.72% |
$48.5K - $50.9K
|
9.02K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.68KNew |
$200K - $210K
|
1.68K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.32KNew |
$157K - $165K
|
1.32K
$185K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-92- 1.48% |
$11K - $11.5K
|
6.13K
$863K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 44.44% |
$9.53K - $10K
|
100
$14.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
152New |
$18.1K - $19K
|
152
$21.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
112+ 116.67% |
$13.3K - $14K
|
208
$29.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
946+ 426.13% |
$113K - $118K
|
1.17K
$164K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 18.13% |
$230K - $260K
|
9.35K
$1.32M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.82K+ 13.26% |
$425K - $480K
|
32.6K
$4.59M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-392- 32.5% |
$43.6K - $49.3K
|
814
$115K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
300New |
$33.4K - $37.7K
|
300
$42.2K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.71K- 20.99% |
$301K - $340K
|
10.2K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.19% |
$222 - $251
|
1.03K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-22K- 93.07% |
$2.44M - $2.76M
|
1.64K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
283+ 7.26% |
$31.5K - $35.6K
|
4.18K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.56K+ 40.17% |
$285K - $322K
|
8.93K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.28KNew |
$254K - $287K
|
2.28K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
50+ 1.28% |
$5.56K - $6.29K
|
3.96K
$557K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.7KNew |
$189K - $214K
|
1.7K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
276New |
$30.7K - $34.7K
|
276
$38.9K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-190- 19.13% |
$21.1K - $23.9K
|
803
$113K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-52- 14.77% |
$5.78K - $6.54K
|
300
$42.2K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.4KNew |
$1.49M - $1.68M
|
13.4K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-316- 4.25% |
$35.1K - $39.7K
|
7.11K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.43K+ 15.37% |
$159K - $179K
|
10.7K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.7KNew |
$189K - $214K
|
1.7K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-80- 2.89% |
$8.9K - $10.1K
|
2.69K
$378K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$11.1K - $12.6K
|
100
$14.1K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-650- 9.29% |
$72.3K - $81.7K
|
6.35K
$894K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
70New |
$7.79K - $8.8K
|
70
$9.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-160- 50.0% |
$17.8K - $20.1K
|
160
$22.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-20- 12.5% |
$2.22K - $2.51K
|
140
$19.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
994New |
$111K - $125K
|
994
$140K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-169- 1.85% |
$18.8K - $21.2K
|
8.96K
$1.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.67K+ 39.35% |
$519K - $587K
|
16.5K
$2.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$1.38M - $1.56M
|
12.4K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-512- 27.22% |
$56.9K - $64.4K
|
1.37K
$193K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.54KNew |
$393K - $445K
|
3.54K
$498K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$179K - $203K
|
1.61K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-222- 7.68% |
$24.7K - $27.9K
|
2.67K
$376K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-90- 27.69% |
$10K - $11.3K
|
235
$33.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$209K - $236K
|
1.88K
$265K
|
|