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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.4KNew |
$469K - $507K
|
3.4K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
615New |
$85K - $91.7K
|
615
$90.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-111- 4.81% |
$15.3K - $16.6K
|
2.2K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-5- 0.13% |
$691 - $746
|
3.82K
$562K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-144- 3.24% |
$19.9K - $21.5K
|
4.3K
$632K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.2% |
$829 - $895
|
3.03K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
21+ 1.36% |
$2.9K - $3.13K
|
1.57K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 26.83% |
$770K - $831K
|
15.2K
$2.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
2.07KNew |
$286K - $309K
|
2.07K
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.9KNew |
$954K - $1.03M
|
6.9K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.59K+ 6.66% |
$219K - $237K
|
25.4K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
336New |
$46.4K - $50.1K
|
336
$49.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.32KNew |
$320K - $345K
|
2.32K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-40- 0.57% |
$5.53K - $5.97K
|
7.03K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-288- 2.55% |
$39.8K - $42.9K
|
11K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
32.2KNew |
$4.45M - $4.8M
|
32.2K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.57KNew |
$354K - $383K
|
2.57K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
902+ 14.44% |
$125K - $135K
|
7.15K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.65K+ 13.69% |
$228K - $247K
|
13.7K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 9.49% |
$27.6K - $29.8K
|
1.91K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.71K+ 12.9% |
$236K - $254K
|
14.9K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
17.9KNew |
$2.47M - $2.67M
|
17.9K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.86K+ 3.66% |
$672K - $725K
|
138K
$20.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
450+ 19.19% |
$62.2K - $67.1K
|
2.8K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.36KNew |
$602K - $650K
|
4.36K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-315- 4.26% |
$43.5K - $47K
|
7.08K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-92- 4.39% |
$12.7K - $13.7K
|
2.01K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.38K - $1.49K
|
3.39K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
125New |
$17.3K - $18.6K
|
125
$18.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
22+ 7.33% |
$3.04K - $3.28K
|
322
$47.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-29- 1.58% |
$4.01K - $4.32K
|
1.81K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$414 - $447
|
2.27K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-220- 3.16% |
$30.4K - $32.8K
|
6.75K
$993K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-25- 0.52% |
$3.45K - $3.73K
|
4.74K
$697K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
912+ 60.8% |
$126K - $136K
|
2.41K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-800- 96.62% |
$111K - $119K
|
28
$4.12K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.47KNew |
$204K - $220K
|
1.47K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-104- 2.55% |
$14.4K - $15.5K
|
3.97K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.95KNew |
$407K - $439K
|
2.95K
$433K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
145+ 1.17% |
$20K - $21.6K
|
12.6K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$276 - $298
|
3.29K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9+ 0.3% |
$1.24K - $1.34K
|
3.01K
$442K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-767- 2.19% |
$106K - $114K
|
34.2K
$5.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
205+ 6.84% |
$28.3K - $30.6K
|
3.2K
$471K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
155+ 1.25% |
$19.5K - $21.6K
|
12.5K
$1.84M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.12% |
$629 - $698
|
4.3K
$633K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-379- 5.23% |
$47.7K - $52.9K
|
6.87K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.61K- 93.0% |
$454K - $504K
|
272
$40K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12+ 0.39% |
$1.51K - $1.68K
|
3.1K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-251- 3.25% |
$31.6K - $35K
|
7.48K
$1.1M
|
|