Latest Institutional Transactions on Ishares Tr (IYY)
This table provides information on the latest institutional transactions involving Ishares Tr (IYY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-139Closed |
$7.6K - $11.7K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.35KClosed |
$73.7K - $113K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-565Closed |
$30.9K - $47.5K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-405Closed |
$22.2K - $34K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.63KClosed |
$89.2K - $137K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Sandy Spring Bank
|
SELL
|
- |
-186Closed |
$10.2K - $15.6K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-45Closed |
$2.46K - $3.78K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-284Closed |
$15.5K - $23.9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-784Closed |
$42.9K - $65.9K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-635Closed |
$34.7K - $53.4K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$172K - $265K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.7KClosed |
$767K - $857K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
First National Bank Of South Miami
|
SELL
|
- |
-200Closed |
$14.3K - $16K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.73KNew |
$410K - $458K
|
5.73K
$866K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-114Closed |
$8.36K - $8.54K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1KClosed |
$73.4K - $75K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
66New |
$4.84K - $4.95K
|
66
$9.98K
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-135Closed |
$9.9K - $10.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Nvwm, LLC
|
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-566Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Strid Group, LLC
|
SELL
|
- |
-1.85KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Divergent Wealth Advisors
|
SELL
|
- |
-8.73KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-44Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.46KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.94KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.04KClosed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.48KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4Closed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-54KClosed |
N/A
|
0
$0
|
|
|
Oct 11, 2018
Q3 2018
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-147Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2018
Q2 2018
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-2.39KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Mission Wealth Management, LP
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.45KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2018
Q4 2017
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-23.6KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.13KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Aug 02, 2018
Q3 2017
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.43KClosed |
N/A
|
0
$0
|
|