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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 87.5% |
$2.94K - $3.13K
|
3
$460
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-287- 93.49% |
$40.2K - $42.8K
|
20
$3.07K
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
8+ 0.38% |
$1.12K - $1.19K
|
2.13K
$326K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.08KNew |
$432K - $459K
|
3.08K
$472K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.26K+ 440.68% |
$1.02M - $1.08M
|
8.91K
$1.36M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
38New |
$5.32K - $5.66K
|
38
$5.82K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.77KNew |
$247K - $263K
|
1.77K
$271K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8+ 0.17% |
$1.12K - $1.19K
|
4.85K
$744K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 3.51% |
$560 - $596
|
110
$16.9K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-19- 0.36% |
$2.66K - $2.83K
|
5.26K
$806K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-223- 9.4% |
$31.2K - $33.2K
|
2.15K
$329K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14+ 0.9% |
$1.96K - $2.09K
|
1.56K
$240K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
157New |
$22K - $23.4K
|
157
$24.1K
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$840 - $894
|
1.61K
$247K
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-725- 5.59% |
$102K - $108K
|
12.2K
$1.88M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
140New |
$19.6K - $20.9K
|
140
$21.5K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-376- 14.71% |
$52.6K - $56K
|
2.18K
$334K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 7.08% |
$14K - $14.9K
|
1.31K
$201K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
130New |
$18.2K - $19.4K
|
130
$19.9K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.47K+ 38.17% |
$206K - $219K
|
5.33K
$817K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-73- 9.81% |
$10.2K - $10.9K
|
671
$103K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.36% |
$980 - $1.04K
|
1.94K
$297K
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
262+ 10.35% |
$36.7K - $39K
|
2.79K
$428K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6- 0.41% |
$840 - $894
|
1.45K
$222K
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-5- 62.5% |
$700 - $745
|
3
$460
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-66- 1.42% |
$9.24K - $9.84K
|
4.58K
$701K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-157- 5.3% |
$22K - $23.4K
|
2.81K
$430K
|
|
Q1 2024 | |||||||
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-339- 5.23% |
$44.1K - $50.1K
|
6.14K
$940K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
377New |
$49.1K - $55.7K
|
377
$57.8K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-220- 25.55% |
$28.6K - $32.5K
|
641
$98.2K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.45KNew |
$189K - $214K
|
1.45K
$222K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.04K - $1.18K
|
8
$1.23K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
70New |
$9.11K - $10.3K
|
70
$10.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-95- 1.01% |
$12.4K - $14K
|
9.34K
$1.43M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.15K+ 15.95% |
$149K - $169K
|
8.32K
$1.28M
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
865+ 36.71% |
$113K - $128K
|
3.22K
$494K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-72- 41.86% |
$9.37K - $10.6K
|
100
$15.3K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65New |
$8.46K - $9.6K
|
65
$9.96K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 1.74% |
$3.12K - $3.55K
|
1.41K
$215K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$130 - $148
|
1
$153
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-53- 3.49% |
$6.9K - $7.83K
|
1.47K
$225K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.48% |
$260 - $295
|
423
$64.8K
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37- 14.57% |
$4.82K - $5.47K
|
217
$33.3K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
968+ 64.79% |
$126K - $143K
|
2.46K
$377K
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.37KNew |
$178K - $202K
|
1.37K
$209K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
185New |
$24.1K - $27.3K
|
185
$28.4K
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.43KNew |
$186K - $211K
|
1.43K
$219K
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.32K+ 26.8% |
$302K - $343K
|
11K
$1.68M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
100New |
$13K - $14.8K
|
100
$15.3K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.5KNew |
$456K - $517K
|
3.5K
$536K
|