Latest Institutional Sells of Ishares Tr (IYM)
This list provides information on the latest institutional transactions involving Ishares Tr (IYM) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-446- 13.65% |
$55.7K - $61.9K
|
2.82K
$395K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-123- 4.36% |
$15.4K - $17.1K
|
2.7K
$378K
|
|
Q2 2023 | |||||||
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.48K- 3.71% |
$178K - $198K
|
38.3K
$5.36M
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-815- 14.42% |
$98.4K - $109K
|
4.84K
$677K
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-733- 3.15% |
$88.5K - $98.2K
|
22.5K
$3.16M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-574- 26.73% |
$69.3K - $76.9K
|
1.57K
$220K
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-192- 6.91% |
$23.2K - $25.7K
|
2.59K
$362K
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 0.79% |
$6.03K - $6.7K
|
6.25K
$876K
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-44- 1.22% |
$5.31K - $5.89K
|
3.55K
$497K
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-40- 1.51% |
$4.83K - $5.36K
|
2.62K
$366K
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-25- 2.45% |
$3.02K - $3.35K
|
995
$139K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-49.5K- 99.25% |
$6.15M - $6.94M
|
376
$52.6K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.18K- 93.36% |
$1.02M - $1.15M
|
581
$81.4K
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.41K- 55.83% |
$797K - $900K
|
5.07K
$710K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.17K- 40.17% |
$145K - $164K
|
1.74K
$243K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-230Closed |
$28.6K - $32.3K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 66.67% |
$12.4K - $14K
|
50
$7K
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3- 30.0% |
$373 - $421
|
7
$980
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-50.5K- 84.2% |
$5.52M - $6.76M
|
9.48K
$1.33M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.2K- 66.56% |
$2.65M - $3.24M
|
12.2K
$1.71M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-17.3K- 88.51% |
$1.89M - $2.31M
|
2.24K
$314K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.08K- 72.21% |
$664K - $813K
|
2.34K
$327K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.1K- 38.26% |
$120K - $147K
|
1.78K
$249K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-428- 90.49% |
$46.8K - $57.3K
|
45
$6.3K
|
|
Q3 2022 | |||||||
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-56.7KClosed |
$6.05M - $7.41M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-10.8KClosed |
$1.15M - $1.41M
|
0
$0
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.31K- 75.36% |
$673K - $824K
|
2.06K
$289K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-858- 18.23% |
$91.4K - $112K
|
3.85K
$539K
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-603- 2.82% |
$64.3K - $78.8K
|
20.8K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35- 0.83% |
$3.73K - $4.57K
|
4.2K
$588K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-33- 0.31% |
$3.52K - $4.31K
|
10.7K
$1.5M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-24- 0.63% |
$2.56K - $3.13K
|
3.77K
$528K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-74.8KClosed |
$8.8M - $11.5M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-12.8KClosed |
$1.5M - $1.97M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.68KClosed |
$198K - $258K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.53KClosed |
$180K - $236K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.42KClosed |
$167K - $218K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.35KClosed |
$159K - $208K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-957- 86.29% |
$113K - $147K
|
152
$21.3K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-535Closed |
$63K - $82.4K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-234- 5.27% |
$27.5K - $36K
|
4.21K
$589K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-142- 87.65% |
$16.7K - $21.9K
|
20
$2.8K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-125- 33.33% |
$14.7K - $19.3K
|
250
$35K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-112- 4.59% |
$13.2K - $17.3K
|
2.33K
$326K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-67Closed |
$7.89K - $10.3K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-64- 21.77% |
$7.53K - $9.86K
|
230
$32.2K
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.57% |
$3.3K - $4.31K
|
1.76K
$246K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-15- 1.27% |
$1.77K - $2.31K
|
1.17K
$164K
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-11.9KClosed |
$1.53M - $1.8M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-8.5KClosed |
$1.09M - $1.29M
|
0
$0
|