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 |
---|---|---|---|---|---|---|---|
Nov 05, 2019
Q3 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-600Closed |
$51.9K - $57.8K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 24, 2024
Q2 2019
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.13KClosed |
$265K - $301K
|
0
$0
|
|
Aug 15, 2019
Q2 2019
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-5.78KClosed |
$490K - $556K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63Closed |
$5.34K - $6.06K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10.4KClosed |
$878K - $996K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-125Closed |
$10.6K - $12K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.31KClosed |
$196K - $222K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Wp Advisors, LLC
|
SELL
|
- |
-632Closed |
$53.6K - $60.8K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.36KClosed |
$285K - $323K
|
0
$0
|
|
Q1 2019 | |||||||
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-100Closed |
$8.21K - $9.39K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.58KClosed |
$457K - $524K
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-202Closed |
$16.6K - $19K
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Central Bank & Trust CO
|
SELL
|
- |
-100Closed |
$8.21K - $9.39K
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
Davenport & CO LLC
|
SELL
|
- |
-2.48KClosed |
$204K - $233K
|
0
$0
|
|
Apr 12, 2019
Q1 2019
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.14KClosed |
$258K - $295K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-302Closed |
$23.8K - $30.1K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.23KClosed |
$334K - $422K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-92Closed |
$7.26K - $9.17K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.79KClosed |
$299K - $378K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-14Closed |
$1.11K - $1.4K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-500Closed |
$39.5K - $49.8K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-170Closed |
$13.4K - $16.9K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-50Closed |
$3.95K - $4.98K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.86KClosed |
$147K - $185K
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Grimes & Company, Inc.
|
SELL
|
- |
-136KClosed |
$10.7M - $13.6M
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-4.7KClosed |
$371K - $468K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 16, 2018
Q3 2018
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-603Closed |
$59.1K - $62.1K
|
0
$0
|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
182KNew |
$17.9M - $18.8M
|
182K
$28M
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
125New |
$12.2K - $12.9K
|
125
$19.2K
|
|
Oct 11, 2018
Q3 2018
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-245Closed |
$24K - $25.2K
|
0
$0
|
|
Q2 2018 | |||||||
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-84Closed |
$7.9K - $8.77K
|
0
$0
|
|
Aug 15, 2018
Q2 2018
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-16.2KClosed |
$1.52M - $1.69M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-3.5KClosed |
$329K - $365K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.3KClosed |
$310K - $344K
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
Estate Counselors, LLC
|
SELL
|
- |
-3.6KClosed |
$338K - $376K
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.1KClosed |
$104K - $115K
|
0
$0
|
|
Q1 2018 | |||||||
Oct 29, 2018
Q1 2018
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-2.04KClosed |
$192K - $221K
|
0
$0
|
|
May 18, 2018
Q1 2018
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$1.19M - $1.37M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-5.2KClosed |
$490K - $562K
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
- |
320New |
$30.1K - $34.6K
|
320
$49K
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5KClosed |
$470K - $540K
|
0
$0
|
|
Apr 24, 2018
Q1 2018
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6.35KClosed |
$598K - $686K
|
0
$0
|
|
Apr 24, 2018
Q1 2018
|
Baystate Wealth Management LLC
|
SELL
|
- |
-36Closed |
$3.39K - $3.89K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.31KClosed |
$500K - $574K
|
0
$0
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
753+ 179.71% |
$72.8K - $77.2K
|
1.17K
$180K
|
|
Feb 14, 2018
Q4 2017
|
Barclays PLC
London, X0 |
BUY
|
PUT |
300+ 150.0% |
$29K - $30.8K
|
500
$76.6K
|
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-140Closed |
$13.5K - $14.4K
|
0
$0
|
|
Feb 06, 2018
Q4 2017
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.26KClosed |
$219K - $232K
|
0
$0
|
|
Feb 06, 2018
Q4 2017
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-27.7KClosed |
$2.68M - $2.85M
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$95.3 - $95.8
|
1
$153
|