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 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-512- 27.22% |
$56.9K - $64.4K
|
1.37K
$192K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$1.38M - $1.56M
|
12.4K
$1.74M
|
|
|
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
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.88KNew |
$209K - $236K
|
1.88K
$264K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-90- 27.69% |
$10K - $11.3K
|
235
$33K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
17.1K+ 75.03% |
$1.9M - $2.15M
|
39.9K
$5.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70+ 2.64% |
$7.79K - $8.8K
|
2.72K
$382K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
181New |
$20.1K - $22.8K
|
181
$25.4K
|
|
| Q4 2023 | |||||||
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
66New |
$6.29K - $7.57K
|
66
$9.27K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.31KNew |
$125K - $151K
|
1.31K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.29% |
$95.3 - $115
|
341
$47.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
135New |
$12.9K - $15.5K
|
135
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1New |
$95.3 - $115
|
1
$141
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.65KNew |
$253K - $304K
|
2.65K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-38- 1.84% |
$3.62K - $4.36K
|
2.02K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
55New |
$5.24K - $6.31K
|
55
$7.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-149- 3.1% |
$14.2K - $17.1K
|
4.66K
$654K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.89KNew |
$180K - $217K
|
1.89K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-89- 80.18% |
$8.48K - $10.2K
|
22
$3.09K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.35K- 69.39% |
$509K - $613K
|
2.36K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.76KNew |
$168K - $202K
|
1.76K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-500- 7.14% |
$47.7K - $57.3K
|
6.5K
$913K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
33+ 0.83% |
$3.15K - $3.78K
|
3.99K
$560K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
499+ 12.94% |
$47.6K - $57.2K
|
4.36K
$612K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-533- 8.74% |
$50.8K - $61.1K
|
5.56K
$782K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-65- 2.15% |
$6.2K - $7.45K
|
2.95K
$415K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.16K+ 254.29% |
$492K - $591K
|
7.19K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
166+ 143.1% |
$15.8K - $19K
|
282
$39.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.1K- 5.8% |
$105K - $126K
|
17.9K
$2.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
110New |
$10.5K - $12.6K
|
110
$15.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.89KNew |
$180K - $217K
|
1.89K
$266K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.8KNew |
$172K - $206K
|
1.8K
$253K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$286 - $344
|
3
$422
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-150- 10.03% |
$14.3K - $17.2K
|
1.35K
$189K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.8KNew |
$172K - $206K
|
1.8K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.96KNew |
$187K - $225K
|
1.96K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-36- 1.0% |
$3.43K - $4.13K
|
3.55K
$499K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-110- 1.74% |
$10.5K - $12.6K
|
6.22K
$875K
|
|
| Q3 2023 | |||||||
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-41- 41.41% |
$4.11K - $4.5K
|
58
$8.15K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 6.41% |
$10K - $11K
|
1.46K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6K- 27.78% |
$602K - $658K
|
15.6K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.15K- 4.48% |
$115K - $126K
|
24.5K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.7KNew |
$271K - $296K
|
2.7K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
270+ 96.43% |
$27.1K - $29.6K
|
550
$77.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
66New |
$6.62K - $7.24K
|
66
$9.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
389KNew |
$39M - $42.7M
|
389K
$54.7M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
628+ 16.73% |
$63K - $68.9K
|
4.38K
$616K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
82New |
$8.23K - $9K
|
82
$11.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
186New |
$18.7K - $20.4K
|
186
$26.1K
|
|