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 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-60- 41.38% |
$7.71K - $8.52K
|
85
$12.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-13- 2.91% |
$1.67K - $1.85K
|
434
$61.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
615+ 15.0% |
$79K - $87.3K
|
4.72K
$673K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
963+ 10.8% |
$124K - $137K
|
9.88K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1K- 38.65% |
$129K - $142K
|
1.59K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1K- 19.19% |
$129K - $142K
|
4.22K
$602K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.34KNew |
$558K - $616K
|
4.34K
$619K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-364- 9.43% |
$46.8K - $51.7K
|
3.5K
$499K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-50- 2.32% |
$6.43K - $7.1K
|
2.1K
$300K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-104- 50.0% |
$13.4K - $14.8K
|
104
$14.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 17.86% |
$643 - $710
|
23
$3.28K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2K+ 123.61% |
$257K - $284K
|
3.62K
$516K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
28+ 0.35% |
$3.6K - $3.98K
|
7.99K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.28% |
$1.03K - $1.14K
|
2.85K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.07KNew |
$266K - $294K
|
2.07K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-32- 0.87% |
$4.11K - $4.54K
|
3.66K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.37% |
$1.03K - $1.14K
|
2.16K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
92+ 2.47% |
$11.8K - $13.1K
|
3.82K
$545K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.02K- 16.39% |
$131K - $145K
|
5.21K
$743K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-137- 42.55% |
$17.6K - $19.5K
|
185
$26.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
25+ 2.51% |
$3.21K - $3.55K
|
1.02K
$145K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.08KNew |
$267K - $295K
|
2.08K
$296K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$193K - $213K
|
1.5K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
617New |
$79.3K - $87.6K
|
617
$88K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.72K- 21.17% |
$610K - $724K
|
17.6K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
14.4KNew |
$1.86M - $2.21M
|
14.4K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.21K+ 242.43% |
$802K - $952K
|
8.77K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 84.51% |
$38.7K - $46K
|
55
$7.84K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-392- 16.4% |
$50.6K - $60.1K
|
2K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-156- 75.0% |
$20.1K - $23.9K
|
52
$7.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
24.1KNew |
$3.11M - $3.69M
|
24.1K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 13.64% |
$77.5K - $92K
|
5K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.31% |
$129 - $153
|
325
$46.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
899+ 224.75% |
$116K - $138K
|
1.3K
$185K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
214New |
$27.6K - $32.8K
|
214
$30.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
400+ 146.52% |
$51.7K - $61.3K
|
673
$96K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
19+ 0.45% |
$2.45K - $2.91K
|
4.22K
$602K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-13- 0.84% |
$1.68K - $1.99K
|
1.54K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8+ 0.4% |
$1.03K - $1.23K
|
2.01K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.13K- 28.31% |
$146K - $174K
|
2.87K
$409K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 0.7% |
$1.29K - $1.53K
|
1.44K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.71% |
$129 - $153
|
141
$20.1K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37- 17.05% |
$4.78K - $5.67K
|
180
$25.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
24New |
$3.1K - $3.68K
|
24
$3.42K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-77- 1.95% |
$9.94K - $11.8K
|
3.87K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-408- 17.23% |
$52.7K - $62.5K
|
1.96K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-70- 2.49% |
$9.04K - $10.7K
|
2.74K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
148New |
$19.1K - $22.7K
|
148
$21.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40- 48.78% |
$5.17K - $6.13K
|
42
$5.99K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$4.26K - $5.06K
|
33
$4.71K
|
|