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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.23KNew |
$380K - $497K
|
3.23K
$452K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.16KNew |
$372K - $487K
|
3.16K
$443K
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.18KNew |
$257K - $336K
|
2.18K
$306K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
537+ 35.08% |
$63.2K - $82.7K
|
2.07K
$290K
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
169+ 2.33% |
$19.9K - $26K
|
7.43K
$1.04M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
167New |
$19.7K - $25.7K
|
167
$23.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
100New |
$11.8K - $15.4K
|
100
$14K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27New |
$3.18K - $4.16K
|
27
$3.78K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
108KNew |
$13.9M - $16.4M
|
108K
$15.1M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
190New |
$24.5K - $28.8K
|
190
$26.6K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
140+ 79.55% |
$18K - $21.2K
|
316
$44.2K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$6.44K - $7.59K
|
50
$7K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.29KNew |
$288K - $325K
|
2.29K
$321K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
134New |
$16.9K - $19K
|
134
$18.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 1.35% |
$3.02K - $3.4K
|
1.8K
$252K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$6.14M - $6.8M
|
50K
$7M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.25KNew |
$276K - $306K
|
2.25K
$315K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
511New |
$62.8K - $69.5K
|
511
$71.6K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
25New |
$3.15K - $3.53K
|
25
$3.5K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
3KNew |
$286K - $340K
|
3K
$420K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
500New |
$47.6K - $56.7K
|
500
$70K
|
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
145New |
$13.8K - $16.4K
|
145
$20.3K
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
South State Corp
|
BUY
|
- |
30New |
$2.67K - $3.15K
|
30
$4.2K
|
|
| Q2 2020 | |||||||
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
230New |
$15.1K - $21.9K
|
230
$32.2K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.02KNew |
$180K - $292K
|
3.02K
$422K
|
|
|
May 13, 2020
Q1 2020
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
88New |
$5.25K - $8.53K
|
88
$12.3K
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
295New |
$25.7K - $28.9K
|
295
$41.3K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
182KNew |
$17.9M - $18.8M
|
182K
$25.5M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
125New |
$12.2K - $12.9K
|
125
$17.5K
|
|
| Q1 2018 | |||||||
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
- |
320New |
$30.1K - $34.6K
|
320
$44.8K
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
753+ 179.71% |
$72.8K - $77.2K
|
1.17K
$164K
|
|
|
Feb 14, 2018
Q4 2017
|
Barclays PLC
London, X0 |
BUY
|
PUT |
300+ 150.0% |
$29K - $30.8K
|
500
$70K
|
|
| Q3 2017 | |||||||
|
Oct 17, 2017
Q3 2017
|
Founders Capital Management
|
BUY
|
- |
250New |
$23.8K - $24K
|
250
$35K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$95.3 - $95.8
|
1
$140
|
|
| Q2 2017 | |||||||
|
Aug 15, 2017
Q2 2017
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30New |
N/A
|
30
$4.2K
|
|