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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-195- 9.14% |
$26.5K - $29.6K
|
1.94K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-226- 6.7% |
$30.8K - $34.3K
|
3.15K
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.39KNew |
$326K - $363K
|
2.39K
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.31% |
$1.23K - $1.36K
|
2.89K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
703+ 13.09% |
$95.7K - $107K
|
6.07K
$781K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-269- 6.78% |
$36.6K - $40.8K
|
3.7K
$475K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-74- 2.59% |
$10.1K - $11.2K
|
2.78K
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-25- 1.04% |
$3.4K - $3.79K
|
2.38K
$306K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-297- 11.14% |
$40.4K - $45K
|
2.37K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-830- 38.6% |
$113K - $126K
|
1.32K
$170K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
34New |
$4.63K - $5.16K
|
34
$4.37K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
96+ 15.29% |
$13.1K - $14.6K
|
724
$93.1K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-77- 0.57% |
$10.5K - $11.7K
|
13.3K
$1.71M
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-220- 67.69% |
$30.8K - $32.8K
|
105
$13.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 15.15% |
$700 - $745
|
28
$3.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-196- 2.55% |
$27.4K - $29.2K
|
7.5K
$964K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-287- 93.49% |
$40.2K - $42.8K
|
20
$2.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 22.64% |
$3.36K - $3.58K
|
82
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
65+ 4.73% |
$9.1K - $9.69K
|
1.44K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.9K- 46.34% |
$266K - $283K
|
2.2K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
308KNew |
$43.1M - $45.9M
|
308K
$39.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.24KNew |
$173K - $184K
|
1.24K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20- 0.85% |
$2.8K - $2.98K
|
2.33K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7- 0.38% |
$980 - $1.04K
|
1.84K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
6.58KNew |
$921K - $981K
|
6.58K
$846K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
426New |
$59.6K - $63.5K
|
426
$54.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 1.08% |
$140 - $149
|
94
$12.1K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.62KNew |
$227K - $241K
|
1.62K
$208K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
400+ 10.0% |
$56K - $59.6K
|
4.4K
$566K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1New |
$140 - $149
|
1
$129
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-287- 93.49% |
$40.2K - $42.8K
|
20
$2.57K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 87.5% |
$2.94K - $3.13K
|
3
$386
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38New |
$5.32K - $5.66K
|
38
$4.88K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.08KNew |
$432K - $459K
|
3.08K
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 3.51% |
$560 - $596
|
110
$14.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
157New |
$22K - $23.4K
|
157
$20.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-725- 5.59% |
$102K - $108K
|
12.2K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
140New |
$19.6K - $20.9K
|
140
$18K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
130New |
$18.2K - $19.4K
|
130
$16.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-376- 14.71% |
$52.6K - $56K
|
2.18K
$280K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
262+ 10.35% |
$36.7K - $39K
|
2.79K
$359K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-5- 62.5% |
$700 - $745
|
3
$386
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-157- 5.3% |
$22K - $23.4K
|
2.81K
$361K
|
|
| Q1 2024 | |||||||
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-220- 25.55% |
$28.6K - $32.5K
|
641
$82.4K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.04K - $1.18K
|
8
$1.03K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.15K+ 15.95% |
$149K - $169K
|
8.32K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-95- 1.01% |
$12.4K - $14K
|
9.34K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$9.11K - $10.3K
|
70
$9K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65New |
$8.46K - $9.6K
|
65
$8.35K
|
|