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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-7.63KClosed |
$455K - $740K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50Closed |
$2.98K - $4.85K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-400- 40.08% |
$23.9K - $38.8K
|
598
$81.9K
|
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.3KClosed |
$137K - $223K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Security National Bank
|
SELL
|
- |
-8.64KClosed |
$515K - $838K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Bank
|
SELL
|
- |
-105Closed |
$6.26K - $10.2K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-105Closed |
$6.26K - $10.2K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-20.3KClosed |
$1.21M - $1.97M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-112Closed |
$6.68K - $10.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
295New |
$25.7K - $28.9K
|
295
$40.4K
|
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
SELL
|
- |
-600Closed |
$52.3K - $58.8K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-150- 30.0% |
$13.1K - $14.7K
|
350
$47.9K
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-30Closed |
$2.61K - $2.94K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-674- 33.52% |
$58.7K - $66K
|
1.34K
$183K
|
|
|
Feb 10, 2020
Q4 2019
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-10.4KClosed |
$906K - $1.02M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.6KClosed |
$1.19M - $1.34M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-310Closed |
$27K - $30.4K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-125Closed |
$10.9K - $12.2K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-82Closed |
$7.15K - $8.03K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.62KClosed |
$400K - $445K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-600Closed |
$51.9K - $57.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-5.78KClosed |
$490K - $556K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10.4KClosed |
$878K - $996K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63Closed |
$5.34K - $6.06K
|
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
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.86KClosed |
$147K - $185K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-50Closed |
$3.95K - $4.98K
|
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
$25M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
125New |
$12.2K - $12.9K
|
125
$17.1K
|
|
|
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
|
|