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 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21- 3.72% |
$2.65K - $2.97K
|
544
$69.9K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.91KClosed |
$323K - $369K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-388Closed |
$43.1K - $49.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.7KClosed |
$1.63M - $1.87M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-54Closed |
$6K - $6.85K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20.1KClosed |
$2.23M - $2.55M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.6KClosed |
$511K - $583K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-57.4KClosed |
$6.38M - $7.28M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Belmont Capital, LLC
|
SELL
|
- |
-50Closed |
$5.56K - $6.34K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.07KClosed |
$897K - $1.02M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-121KClosed |
$13.4M - $15.3M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-253Closed |
$28.1K - $32.1K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-17.2KClosed |
$1.91M - $2.18M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
3KNew |
$286K - $340K
|
3K
$386K
|
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-141Closed |
$13.4K - $16K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-301Closed |
$28.7K - $34.1K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$47.6K - $56.7K
|
500
$64.3K
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.04KClosed |
$99.2K - $118K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
145New |
$13.8K - $16.4K
|
145
$18.6K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-675Closed |
$60.1K - $70.8K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
South State Corp
|
BUY
|
- |
30New |
$2.67K - $3.15K
|
30
$3.86K
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-190Closed |
$16.9K - $19.9K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Affiance Financial, LLC
|
SELL
|
- |
-147- 12.06% |
$13.1K - $15.4K
|
1.07K
$138K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-11KClosed |
$724K - $1.05M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50Closed |
$3.29K - $4.77K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-75Closed |
$4.94K - $7.15K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Key F Inancial Inc
|
SELL
|
- |
-67Closed |
$4.41K - $6.39K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-35Closed |
$2.3K - $3.34K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
230New |
$15.1K - $21.9K
|
230
$29.6K
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-108Closed |
$7.11K - $10.3K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-618Closed |
$40.7K - $58.9K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-267Closed |
$17.6K - $25.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.28KClosed |
$136K - $221K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-12.2KClosed |
$728K - $1.18M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-406- 71.73% |
$24.2K - $39.4K
|
160
$20.6K
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.02KNew |
$180K - $292K
|
3.02K
$388K
|
|
|
May 13, 2020
Q1 2020
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
88New |
$5.25K - $8.53K
|
88
$11.3K
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-7.63KClosed |
$455K - $740K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50Closed |
$2.98K - $4.85K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-400- 40.08% |
$23.9K - $38.8K
|
598
$76.9K
|
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-550- 52.38% |
$32.8K - $53.3K
|
500
$64.3K
|
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.3KClosed |
$137K - $223K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Security National Bank
|
SELL
|
- |
-8.64KClosed |
$515K - $838K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-105Closed |
$6.26K - $10.2K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Bank
|
SELL
|
- |
-105Closed |
$6.26K - $10.2K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-20.3KClosed |
$1.21M - $1.97M
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-112Closed |
$6.68K - $10.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
295New |
$25.7K - $28.9K
|
295
$37.9K
|
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
SELL
|
- |
-600Closed |
$52.3K - $58.8K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-150- 30.0% |
$13.1K - $14.7K
|
350
$45K
|
|