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 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$12.2K - $13.5K
|
101
$13.8K
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
144+ 3.44% |
$17.4K - $19.3K
|
4.33K
$593K
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 2.45% |
$3.02K - $3.35K
|
995
$136K
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-733- 3.15% |
$88.5K - $98.2K
|
22.5K
$3.09M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.48K- 3.71% |
$178K - $198K
|
38.3K
$5.24M
|
|
Q1 2023 | |||||||
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 30.0% |
$373 - $421
|
7
$958
|
|
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
$23.3K
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-49.5K- 99.25% |
$6.15M - $6.94M
|
376
$51.5K
|
|
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
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.5K+ 75.0% |
$186K - $211K
|
3.5K
$479K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
164+ 104.46% |
$20.4K - $23K
|
321
$43.9K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 66.67% |
$12.4K - $14K
|
50
$6.85K
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.41K- 55.83% |
$797K - $900K
|
5.07K
$694K
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
15.3KNew |
$1.9M - $2.15M
|
15.3K
$2.09M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
290+ 16.01% |
$36.1K - $40.7K
|
2.1K
$288K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$249 - $281
|
2
$274
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82KNew |
$226K - $255K
|
1.82K
$249K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.18K- 93.36% |
$1.02M - $1.15M
|
581
$79.5K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$1.29M - $1.46M
|
10.4K
$1.42M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
528New |
$65.6K - $74.1K
|
528
$72.3K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
22.1KNew |
$2.75M - $3.11M
|
22.1K
$3.03M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
422New |
$52.5K - $59.3K
|
422
$57.8K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.17K- 40.17% |
$145K - $164K
|
1.74K
$238K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
885New |
$110K - $124K
|
885
$121K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
3.33KNew |
$413K - $467K
|
3.33K
$455K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
689New |
$85.7K - $96.8K
|
689
$94.3K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
358New |
$44.5K - $50.3K
|
358
$49K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.68KNew |
$830K - $938K
|
6.68K
$915K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.74KNew |
$216K - $244K
|
1.74K
$238K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
625New |
$77.7K - $87.8K
|
625
$85.6K
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.32KNew |
$413K - $467K
|
3.32K
$455K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6New |
$656 - $803
|
6
$821
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
236New |
$25.8K - $31.6K
|
236
$32.3K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-50.5K- 84.2% |
$5.52M - $6.76M
|
9.48K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$109 - $134
|
33.3K
$4.56M
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
3KNew |
$328K - $402K
|
3K
$411K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
350New |
$38.3K - $46.9K
|
350
$47.9K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.48KNew |
$1.04M - $1.27M
|
9.48K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.63KNew |
$178K - $218K
|
1.63K
$222K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30+ 100.0% |
$3.28K - $4.02K
|
60
$8.21K
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$189K - $231K
|
1.73K
$237K
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
12.8KNew |
$1.4M - $1.71M
|
12.8K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.08K- 72.21% |
$664K - $813K
|
2.34K
$320K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.2K- 66.56% |
$2.65M - $3.24M
|
12.2K
$1.67M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.9KNew |
$863K - $1.06M
|
7.9K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$449K - $550K
|
4.11K
$562K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.12K+ 103.19% |
$778K - $954K
|
14K
$1.92M
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
180New |
$19.7K - $24.1K
|
180
$24.6K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.63KNew |
$506K - $620K
|
4.63K
$634K
|