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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
40New |
$5.17K - $6.13K
|
40
$5.48K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.9K- 26.34% |
$2.05M - $2.43M
|
44.4K
$6.07M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
341+ 0.51% |
$44K - $52.3K
|
66.8K
$9.15M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 16.56% |
$1.41M - $1.67M
|
76.6K
$10.5M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 6.33% |
$255K - $303K
|
33.2K
$4.55M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-507- 10.38% |
$65.5K - $77.7K
|
4.38K
$599K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
13+ 0.41% |
$1.68K - $1.99K
|
3.16K
$432K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-776- 7.0% |
$100K - $119K
|
10.3K
$1.41M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-156- 75.0% |
$20.1K - $23.9K
|
52
$7.12K
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
24.1KNew |
$3.11M - $3.69M
|
24.1K
$3.29M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-65- 1.85% |
$8.39K - $9.96K
|
3.46K
$473K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 13.64% |
$77.5K - $92K
|
5K
$685K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-829- 4.99% |
$107K - $127K
|
15.8K
$2.16M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.31% |
$129 - $153
|
325
$44.5K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.84K+ 926.25% |
$624K - $741K
|
5.36K
$733K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
420+ 6.47% |
$54.2K - $64.4K
|
6.91K
$946K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.1KNew |
$2.08M - $2.47M
|
16.1K
$2.2M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$129 - $153
|
5.03K
$689K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.18K+ 127.8% |
$152K - $180K
|
2.1K
$287K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1New |
$129 - $153
|
1
$137
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
899+ 224.75% |
$116K - $138K
|
1.3K
$178K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
214New |
$27.6K - $32.8K
|
214
$29.3K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-51- 7.04% |
$6.59K - $7.82K
|
673
$92.1K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 146.52% |
$51.7K - $61.3K
|
673
$92.1K
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
19+ 0.45% |
$2.45K - $2.91K
|
4.22K
$578K
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$804K - $954K
|
6.23K
$853K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-174- 3.85% |
$22.5K - $26.7K
|
4.35K
$595K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 28.31% |
$146K - $174K
|
2.87K
$393K
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-13- 0.84% |
$1.68K - $1.99K
|
1.54K
$211K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8+ 0.4% |
$1.03K - $1.23K
|
2.01K
$275K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.13K- 45.27% |
$276K - $327K
|
2.58K
$353K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 0.7% |
$1.29K - $1.53K
|
1.44K
$197K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 10.1% |
$5.3K - $6.28K
|
447
$61.2K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.71% |
$129 - $153
|
141
$19.3K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 5.12% |
$10.7K - $12.7K
|
1.7K
$233K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37- 17.05% |
$4.78K - $5.67K
|
180
$24.6K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.17KNew |
$281K - $333K
|
2.17K
$298K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.56KNew |
$589K - $699K
|
4.56K
$625K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-75- 1.91% |
$9.69K - $11.5K
|
3.86K
$528K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
24New |
$3.1K - $3.68K
|
24
$3.29K
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-77- 1.95% |
$9.94K - $11.8K
|
3.87K
$530K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
322New |
$41.6K - $49.3K
|
322
$44.1K
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-408- 17.23% |
$52.7K - $62.5K
|
1.96K
$268K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.1KNew |
$530K - $628K
|
4.1K
$561K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-47- 1.63% |
$6.07K - $7.2K
|
2.84K
$389K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-70- 2.49% |
$9.04K - $10.7K
|
2.74K
$375K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
148New |
$19.1K - $22.7K
|
148
$20.3K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 3.41% |
$5.81K - $6.9K
|
1.28K
$175K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.09% |
$258 - $307
|
2.15K
$295K
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
8+ 0.5% |
$1.03K - $1.23K
|
1.62K
$222K
|