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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$189K - $231K
|
1.73K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.63KNew |
$178K - $218K
|
1.63K
$249K
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.61KNew |
$176K - $216K
|
1.61K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
350New |
$38.3K - $46.9K
|
350
$53.6K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
236New |
$25.8K - $31.6K
|
236
$36.2K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
180New |
$19.7K - $24.1K
|
180
$27.6K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
160New |
$17.5K - $21.4K
|
160
$24.5K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
79New |
$8.63K - $10.6K
|
79
$12.1K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30+ 100.0% |
$3.28K - $4.02K
|
60
$9.2K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10New |
$1.09K - $1.34K
|
10
$1.53K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6New |
$656 - $803
|
6
$920
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.11% |
$219 - $268
|
182
$27.9K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$109 - $134
|
33.3K
$5.11M
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
15.7K+ 709.23% |
$1.68M - $2.06M
|
18K
$2.75M
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
13.4KNew |
$1.42M - $1.75M
|
13.4K
$2.05M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.98KNew |
$957K - $1.17M
|
8.98K
$1.38M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
3.85K+ 18.07% |
$410K - $503K
|
25.2K
$3.85M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.39K+ 27.6% |
$255K - $312K
|
11K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.4KNew |
$149K - $183K
|
1.4K
$215K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$107K - $131K
|
1K
$153K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
210New |
$22.4K - $27.4K
|
210
$32.2K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
65New |
$6.93K - $8.49K
|
65
$9.96K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
37New |
$3.94K - $4.83K
|
37
$5.67K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
26New |
$2.77K - $3.4K
|
26
$3.98K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
12New |
$1.28K - $1.57K
|
12
$1.84K
|
|
Q2 2022 | |||||||
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
79.6KNew |
$9.37M - $12.3M
|
79.6K
$12.2M
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
48KNew |
$5.65M - $7.39M
|
48K
$7.36M
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
BUY
|
- |
21.2KNew |
$2.5M - $3.27M
|
21.2K
$3.25M
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$1.47M - $1.93M
|
12.5K
$1.92M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
9.44KNew |
$1.11M - $1.45M
|
9.44K
$1.45M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.57KNew |
$1.01M - $1.32M
|
8.57K
$1.31M
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.23KNew |
$380K - $497K
|
3.23K
$494K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.16KNew |
$372K - $487K
|
3.16K
$484K
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.18KNew |
$257K - $336K
|
2.18K
$334K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
537+ 35.08% |
$63.2K - $82.7K
|
2.07K
$317K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
300New |
$35.3K - $46.2K
|
300
$46K
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
169+ 2.33% |
$19.9K - $26K
|
7.43K
$1.14M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
167New |
$19.7K - $25.7K
|
167
$25.6K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
100New |
$11.8K - $15.4K
|
100
$15.3K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27New |
$3.18K - $4.16K
|
27
$4.14K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
108KNew |
$13.9M - $16.4M
|
108K
$16.6M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
190New |
$24.5K - $28.8K
|
190
$29.1K
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
140+ 79.55% |
$18K - $21.2K
|
316
$48.4K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$6.44K - $7.59K
|
50
$7.66K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.29KNew |
$288K - $325K
|
2.29K
$351K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
134New |
$16.9K - $19K
|
134
$20.5K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 1.35% |
$3.02K - $3.4K
|
1.8K
$276K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$6.14M - $6.8M
|
50K
$7.66M
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.25KNew |
$276K - $306K
|
2.25K
$345K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
511New |
$62.8K - $69.5K
|
511
$78.3K
|