Latest Institutional Purchases of Ishares Tr (IYM)
This list provides information on the latest institutional transactions involving Ishares Tr (IYM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
50+ 1.19% |
$6.51K - $7.39K
|
4.24K
$594K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
49+ 0.45% |
$6.38K - $7.24K
|
10.9K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 6.82% |
$2.73K - $3.1K
|
329
$46.1K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.04K - $1.18K
|
8
$1.12K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.48% |
$260 - $295
|
423
$59.2K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$130 - $148
|
1
$140
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.1KNew |
$2.27M - $2.66M
|
19.1K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.49KNew |
$893K - $1.05M
|
7.49K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.77KNew |
$569K - $666K
|
4.77K
$668K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.53KNew |
$183K - $214K
|
1.53K
$214K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 8.68% |
$182K - $213K
|
19.1K
$2.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$179K - $209K
|
1.5K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.48KNew |
$177K - $207K
|
1.48K
$208K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
581+ 32.4% |
$69.3K - $81.1K
|
2.37K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
490New |
$58.5K - $68.4K
|
490
$68.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
206New |
$24.6K - $28.8K
|
206
$28.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$11.9K - $14K
|
100
$14K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$11.9K - $14K
|
100
$14K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
91New |
$10.9K - $12.7K
|
91
$12.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
75New |
$8.95K - $10.5K
|
75
$10.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32New |
$3.82K - $4.47K
|
32
$4.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10New |
$1.19K - $1.4K
|
10
$1.4K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.38K+ 15.68% |
$422K - $469K
|
24.9K
$3.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.02KNew |
$376K - $418K
|
3.02K
$422K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
1.65KNew |
$205K - $228K
|
1.65K
$230K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
259+ 2.14% |
$32.3K - $35.9K
|
12.3K
$1.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
132New |
$16.5K - $18.3K
|
132
$18.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$12.5K - $13.9K
|
100
$14K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
38+ 1.25% |
$4.74K - $5.27K
|
3.09K
$432K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7+ 2.27% |
$874 - $971
|
316
$44.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7New |
$874 - $971
|
7
$980
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6New |
$749 - $832
|
6
$840
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
63.8K+ 138.8% |
$7.7M - $8.55M
|
110K
$15.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.6KNew |
$1.76M - $1.95M
|
14.6K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.36K+ 402.4% |
$768K - $852K
|
7.94K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.6KNew |
$556K - $616K
|
4.6K
$645K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.24KNew |
$391K - $434K
|
3.24K
$453K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.15KNew |
$259K - $288K
|
2.15K
$301K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.04KNew |
$246K - $273K
|
2.04K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
750New |
$90.5K - $100K
|
750
$105K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
151+ 1.77% |
$18.2K - $20.2K
|
8.66K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
144+ 3.44% |
$17.4K - $19.3K
|
4.33K
$607K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$12.2K - $13.5K
|
101
$14.1K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
22.1KNew |
$2.75M - $3.11M
|
22.1K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
15.3KNew |
$1.9M - $2.15M
|
15.3K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6KNew |
$1.31M - $1.48M
|
10.6K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$1.29M - $1.46M
|
10.4K
$1.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.68KNew |
$830K - $938K
|
6.68K
$935K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
3.33KNew |
$413K - $467K
|
3.33K
$466K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.32KNew |
$413K - $467K
|
3.32K
$465K
|
|