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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.69K- 98.53% |
$461K - $512K
|
55
$7.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-446- 13.65% |
$55.7K - $61.9K
|
2.82K
$388K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.02KNew |
$376K - $418K
|
3.02K
$414K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-794- 25.31% |
$99.1K - $110K
|
2.34K
$322K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.38K+ 15.68% |
$422K - $469K
|
24.9K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-123- 4.36% |
$15.4K - $17.1K
|
2.7K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-574- 22.34% |
$71.7K - $79.6K
|
2K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7+ 2.27% |
$874 - $971
|
316
$43.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7New |
$874 - $971
|
7
$962
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
79New |
$9.86K - $11K
|
79
$10.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
132New |
$16.5K - $18.3K
|
132
$18.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-502- 5.44% |
$62.7K - $69.6K
|
8.72K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
38+ 1.25% |
$4.74K - $5.27K
|
3.09K
$424K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
1.65KNew |
$205K - $228K
|
1.65K
$226K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
259+ 2.14% |
$32.3K - $35.9K
|
12.3K
$1.7M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6New |
$749 - $832
|
6
$825
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.03K- 73.37% |
$129K - $143K
|
375
$51.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$12.5K - $13.9K
|
100
$13.7K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.24KNew |
$391K - $434K
|
3.24K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-574- 26.73% |
$69.3K - $76.9K
|
1.57K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 0.79% |
$6.03K - $6.7K
|
6.25K
$860K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
750New |
$90.5K - $100K
|
750
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.36K+ 402.4% |
$768K - $852K
|
7.94K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
24.3KNew |
$2.93M - $3.25M
|
24.3K
$3.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
151+ 1.77% |
$18.2K - $20.2K
|
8.66K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.6KNew |
$556K - $616K
|
4.6K
$633K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.6KNew |
$1.76M - $1.95M
|
14.6K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
63.8K+ 138.8% |
$7.7M - $8.55M
|
110K
$15.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-192- 6.91% |
$23.2K - $25.7K
|
2.59K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-254- 48.2% |
$30.7K - $34K
|
273
$37.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.04KNew |
$246K - $273K
|
2.04K
$280K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-815- 14.42% |
$98.4K - $109K
|
4.84K
$665K
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-40- 1.51% |
$4.83K - $5.36K
|
2.62K
$360K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.15KNew |
$259K - $288K
|
2.15K
$296K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-44- 1.22% |
$5.31K - $5.89K
|
3.55K
$488K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$12.2K - $13.5K
|
101
$13.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
144+ 3.44% |
$17.4K - $19.3K
|
4.33K
$596K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.48K- 3.71% |
$178K - $198K
|
38.3K
$5.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-733- 3.15% |
$88.5K - $98.2K
|
22.5K
$3.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 2.45% |
$3.02K - $3.35K
|
995
$137K
|
|
| Q1 2023 | |||||||
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 30.0% |
$373 - $421
|
7
$962
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-230Closed |
$28.6K - $32.3K
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
147+ 639.13% |
$18.3K - $20.6K
|
170
$23.4K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-49.5K- 99.25% |
$6.15M - $6.94M
|
376
$51.7K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.5K+ 75.0% |
$186K - $211K
|
3.5K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6KNew |
$1.31M - $1.48M
|
10.6K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
164+ 104.46% |
$20.4K - $23K
|
321
$44.1K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.41K- 55.83% |
$797K - $900K
|
5.07K
$697K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 66.67% |
$12.4K - $14K
|
50
$6.87K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
15.3KNew |
$1.9M - $2.15M
|
15.3K
$2.1M
|
|