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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6New |
$749 - $832
|
6
$856
|
|
| 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
$15.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.6KNew |
$1.76M - $1.95M
|
14.6K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.36K+ 402.4% |
$768K - $852K
|
7.94K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.6KNew |
$556K - $616K
|
4.6K
$656K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.24KNew |
$391K - $434K
|
3.24K
$462K
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.15KNew |
$259K - $288K
|
2.15K
$307K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.04KNew |
$246K - $273K
|
2.04K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
750New |
$90.5K - $100K
|
750
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
151+ 1.77% |
$18.2K - $20.2K
|
8.66K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
144+ 3.44% |
$17.4K - $19.3K
|
4.33K
$618K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101New |
$12.2K - $13.5K
|
101
$14.4K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
22.1KNew |
$2.75M - $3.11M
|
22.1K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
15.3KNew |
$1.9M - $2.15M
|
15.3K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6KNew |
$1.31M - $1.48M
|
10.6K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$1.29M - $1.46M
|
10.4K
$1.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.68KNew |
$830K - $938K
|
6.68K
$953K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
3.33KNew |
$413K - $467K
|
3.33K
$474K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.32KNew |
$413K - $467K
|
3.32K
$474K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82KNew |
$226K - $255K
|
1.82K
$259K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.74KNew |
$216K - $244K
|
1.74K
$248K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.5K+ 75.0% |
$186K - $211K
|
3.5K
$499K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
885New |
$110K - $124K
|
885
$126K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
689New |
$85.7K - $96.8K
|
689
$98.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
625New |
$77.7K - $87.8K
|
625
$89.1K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
528New |
$65.6K - $74.1K
|
528
$75.3K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
422New |
$52.5K - $59.3K
|
422
$60.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
358New |
$44.5K - $50.3K
|
358
$51.1K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
290+ 16.01% |
$36.1K - $40.7K
|
2.1K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
164+ 104.46% |
$20.4K - $23K
|
321
$45.8K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
147+ 639.13% |
$18.3K - $20.6K
|
170
$24.2K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$249 - $281
|
2
$285
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
12.8KNew |
$1.4M - $1.71M
|
12.8K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.48KNew |
$1.04M - $1.27M
|
9.48K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.9KNew |
$863K - $1.06M
|
7.9K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.12K+ 103.19% |
$778K - $954K
|
14K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.63KNew |
$506K - $620K
|
4.63K
$660K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$449K - $550K
|
4.11K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
3KNew |
$328K - $402K
|
3K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$189K - $231K
|
1.73K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.61KNew |
$176K - $216K
|
1.61K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
350New |
$38.3K - $46.9K
|
350
$49.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
236New |
$25.8K - $31.6K
|
236
$33.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
180New |
$19.7K - $24.1K
|
180
$25.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
160New |
$17.5K - $21.4K
|
160
$22.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30+ 100.0% |
$3.28K - $4.02K
|
60
$8.56K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10New |
$1.09K - $1.34K
|
10
$1.43K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6New |
$656 - $803
|
6
$856
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$109 - $134
|
33.3K
$4.75M
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
13.4KNew |
$1.42M - $1.75M
|
13.4K
$1.91M
|
|