Latest Institutional Transactions on Ishares Tr (IYM)
This table provides information on the latest institutional transactions involving Ishares Tr (IYM) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 0.7% |
$1.29K - $1.53K
|
1.44K
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 10.1% |
$5.3K - $6.28K
|
447
$61.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.71% |
$129 - $153
|
141
$19.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 5.12% |
$10.7K - $12.7K
|
1.7K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37- 17.05% |
$4.78K - $5.67K
|
180
$24.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.17KNew |
$281K - $333K
|
2.17K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56KNew |
$589K - $699K
|
4.56K
$631K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-75- 1.91% |
$9.69K - $11.5K
|
3.86K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
24New |
$3.1K - $3.68K
|
24
$3.32K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-77- 1.95% |
$9.94K - $11.8K
|
3.87K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
322New |
$41.6K - $49.3K
|
322
$44.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.1KNew |
$530K - $628K
|
4.1K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-408- 17.23% |
$52.7K - $62.5K
|
1.96K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 3.41% |
$5.81K - $6.9K
|
1.28K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-70- 2.49% |
$9.04K - $10.7K
|
2.74K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-47- 1.63% |
$6.07K - $7.2K
|
2.84K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
148New |
$19.1K - $22.7K
|
148
$20.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
$1.03K - $1.23K
|
1.62K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
919+ 33.02% |
$119K - $141K
|
3.7K
$512K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 48.78% |
$5.17K - $6.13K
|
42
$5.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.09% |
$258 - $307
|
2.15K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$4.26K - $5.06K
|
33
$4.57K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
35+ 0.44% |
$4.52K - $5.36K
|
7.97K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
310+ 25.24% |
$40K - $47.5K
|
1.54K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-23- 0.62% |
$2.97K - $3.52K
|
3.7K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-172- 0.39% |
$22.2K - $26.4K
|
43.9K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-320- 16.51% |
$41.3K - $49K
|
1.62K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.98K- 78.17% |
$902K - $1.07M
|
1.95K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-20- 2.04% |
$2.58K - $3.07K
|
960
$133K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-80- 2.16% |
$10.3K - $12.3K
|
3.62K
$500K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40+ 40.0% |
$5.17K - $6.13K
|
140
$19.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
76+ 3.17% |
$9.82K - $11.6K
|
2.47K
$342K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169+ 11.53% |
$21.8K - $25.9K
|
1.64K
$226K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.79K- 13.4% |
$231K - $274K
|
11.5K
$1.6M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.01K- 40.41% |
$274K - $305K
|
2.97K
$410K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
172New |
$23.4K - $26.1K
|
172
$23.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4KNew |
$545K - $607K
|
4K
$554K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-106- 0.61% |
$14.4K - $16.1K
|
17.4K
$2.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 0.85% |
$1.77K - $1.97K
|
1.55K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
257+ 7.27% |
$35K - $39K
|
3.79K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.66K- 15.98% |
$770K - $858K
|
29.8K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.73K- 51.98% |
$236K - $262K
|
1.6K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.8K- 88.76% |
$1.74M - $1.94M
|
1.62K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.2K- 98.54% |
$1.93M - $2.15M
|
211
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 3.25% |
$15.1K - $16.8K
|
3.52K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34- 0.52% |
$4.63K - $5.16K
|
6.49K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
174+ 4.0% |
$23.7K - $26.4K
|
4.52K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-248- 2.1% |
$33.8K - $37.6K
|
11.5K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-39.5K- 27.4% |
$5.38M - $6M
|
105K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
598+ 490.16% |
$81.4K - $90.7K
|
720
$99.6K
|
|