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 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.98KNew |
$957K - $1.17M
|
8.98K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
15.7K+ 709.23% |
$1.68M - $2.06M
|
18K
$2.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-24- 0.63% |
$2.56K - $3.13K
|
3.77K
$485K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-33- 0.31% |
$3.52K - $4.31K
|
10.7K
$1.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 27.6% |
$255K - $312K
|
11K
$1.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-603- 2.82% |
$64.3K - $78.8K
|
20.8K
$2.68M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
37New |
$3.94K - $4.83K
|
37
$4.76K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.31K- 75.36% |
$673K - $824K
|
2.06K
$265K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
210New |
$22.4K - $27.4K
|
210
$27K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
3.85K+ 18.07% |
$410K - $503K
|
25.2K
$3.23M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
26New |
$2.77K - $3.4K
|
26
$3.34K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
12New |
$1.28K - $1.57K
|
12
$1.54K
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
13.4KNew |
$1.42M - $1.75M
|
13.4K
$1.72M
|
|
| Q2 2022 | |||||||
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$1.47M - $1.93M
|
12.5K
$1.61M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-74.8KClosed |
$8.8M - $11.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
48KNew |
$5.65M - $7.39M
|
48K
$6.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.42KClosed |
$167K - $218K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-535Closed |
$63K - $82.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.18KNew |
$257K - $336K
|
2.18K
$280K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.16KNew |
$372K - $487K
|
3.16K
$406K
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
100New |
$11.8K - $15.4K
|
100
$12.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.23KNew |
$380K - $497K
|
3.23K
$415K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.57KNew |
$1.01M - $1.32M
|
8.57K
$1.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-957- 86.29% |
$113K - $147K
|
152
$19.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-234- 5.27% |
$27.5K - $36K
|
4.21K
$541K
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-12.8KClosed |
$1.5M - $1.97M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.57% |
$3.3K - $4.31K
|
1.76K
$226K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15- 1.27% |
$1.77K - $2.31K
|
1.17K
$150K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-112- 4.59% |
$13.2K - $17.3K
|
2.33K
$299K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27New |
$3.18K - $4.16K
|
27
$3.47K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-64- 21.77% |
$7.53K - $9.86K
|
230
$29.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.44KNew |
$1.11M - $1.45M
|
9.44K
$1.21M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
79.6KNew |
$9.37M - $12.3M
|
79.6K
$10.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.35KClosed |
$159K - $208K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-142- 87.65% |
$16.7K - $21.9K
|
20
$2.57K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-67Closed |
$7.89K - $10.3K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
537+ 35.08% |
$63.2K - $82.7K
|
2.07K
$266K
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
21.2KNew |
$2.5M - $3.27M
|
21.2K
$2.72M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.53KClosed |
$180K - $236K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-125- 33.33% |
$14.7K - $19.3K
|
250
$32.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
169+ 2.33% |
$19.9K - $26K
|
7.43K
$955K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.68KClosed |
$198K - $258K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
167New |
$19.7K - $25.7K
|
167
$21.5K
|
|
| Q1 2022 | |||||||
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
140+ 79.55% |
$18K - $21.2K
|
316
$40.6K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
190New |
$24.5K - $28.8K
|
190
$24.4K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$6.44K - $7.59K
|
50
$6.43K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-97Closed |
$12.5K - $14.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-86Closed |
$11.1K - $13K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
108KNew |
$13.9M - $16.4M
|
108K
$13.9M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.09KClosed |
$269K - $317K
|
0
$0
|
|