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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
885New |
$110K - $124K
|
885
$136K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
689New |
$85.7K - $96.8K
|
689
$106K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
358New |
$44.5K - $50.3K
|
358
$54.9K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.74KNew |
$216K - $244K
|
1.74K
$267K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.68KNew |
$830K - $938K
|
6.68K
$1.02M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
625New |
$77.7K - $87.8K
|
625
$95.8K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 93.61% |
$36.4K - $41.1K
|
20
$3.07K
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.32KNew |
$413K - $467K
|
3.32K
$509K
|
|
Q4 2022 | |||||||
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.11% |
$219 - $268
|
182
$27.9K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6New |
$656 - $803
|
6
$920
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
236New |
$25.8K - $31.6K
|
236
$36.2K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-50.5K- 84.2% |
$5.52M - $6.76M
|
9.48K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$109 - $134
|
33.3K
$5.11M
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
3KNew |
$328K - $402K
|
3K
$460K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
350New |
$38.3K - $46.9K
|
350
$53.6K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.48KNew |
$1.04M - $1.27M
|
9.48K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.63KNew |
$178K - $218K
|
1.63K
$249K
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
12.8KNew |
$1.4M - $1.71M
|
12.8K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30+ 100.0% |
$3.28K - $4.02K
|
60
$9.2K
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$189K - $231K
|
1.73K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.08K- 72.21% |
$664K - $813K
|
2.34K
$358K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.9KNew |
$863K - $1.06M
|
7.9K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.63KNew |
$506K - $620K
|
4.63K
$709K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.2K- 66.56% |
$2.65M - $3.24M
|
12.2K
$1.87M
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.12K+ 103.19% |
$778K - $954K
|
14K
$2.15M
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$449K - $550K
|
4.11K
$629K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
180New |
$19.7K - $24.1K
|
180
$27.6K
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.61KNew |
$176K - $216K
|
1.61K
$247K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
160New |
$17.5K - $21.4K
|
160
$24.5K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10New |
$1.09K - $1.34K
|
10
$1.53K
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-17.3K- 88.51% |
$1.89M - $2.31M
|
2.24K
$344K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.1K- 38.26% |
$120K - $147K
|
1.78K
$272K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
79New |
$8.63K - $10.6K
|
79
$12.1K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-428- 90.49% |
$46.8K - $57.3K
|
45
$6.9K
|
|
Q3 2022 | |||||||
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-56.7KClosed |
$6.05M - $7.41M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.4KNew |
$149K - $183K
|
1.4K
$215K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-858- 18.23% |
$91.4K - $112K
|
3.85K
$590K
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-10.8KClosed |
$1.15M - $1.41M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35- 0.83% |
$3.73K - $4.57K
|
4.2K
$644K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
65New |
$6.93K - $8.49K
|
65
$9.96K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$107K - $131K
|
1K
$153K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.98KNew |
$957K - $1.17M
|
8.98K
$1.38M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
15.7K+ 709.23% |
$1.68M - $2.06M
|
18K
$2.75M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-24- 0.63% |
$2.56K - $3.13K
|
3.77K
$578K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-33- 0.31% |
$3.52K - $4.31K
|
10.7K
$1.65M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 27.6% |
$255K - $312K
|
11K
$1.69M
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-603- 2.82% |
$64.3K - $78.8K
|
20.8K
$3.19M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
37New |
$3.94K - $4.83K
|
37
$5.67K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.31K- 75.36% |
$673K - $824K
|
2.06K
$316K
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
3.85K+ 18.07% |
$410K - $503K
|
25.2K
$3.85M
|