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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.29K+ 3.1% |
$195K - $210K
|
43K
$7.02M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.1% |
$905 - $977
|
6.1K
$996K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.69K- 1.08% |
$255K - $276K
|
155K
$25.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37New |
$5.58K - $6.02K
|
37
$6.04K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-109- 5.06% |
$16.4K - $17.7K
|
2.04K
$334K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-61- 0.24% |
$9.2K - $9.93K
|
25.6K
$4.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.22% |
$754 - $814
|
2.25K
$367K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-672- 13.9% |
$101K - $109K
|
4.16K
$679K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.89K+ 11.1% |
$285K - $308K
|
18.9K
$3.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-52- 1.04% |
$7.84K - $8.47K
|
4.95K
$808K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-372- 2.26% |
$56.1K - $60.6K
|
16.1K
$2.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
50+ 5.43% |
$7.54K - $8.14K
|
971
$159K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18+ 0.25% |
$2.71K - $2.93K
|
7.31K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.11KNew |
$770K - $832K
|
5.11K
$834K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
12+ 0.5% |
$1.81K - $1.95K
|
2.4K
$391K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-3.29K- 40.67% |
$496K - $536K
|
4.8K
$784K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
18KNew |
$2.72M - $2.93M
|
18K
$2.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.26KNew |
$190K - $205K
|
1.26K
$205K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 1.91% |
$152K - $164K
|
54K
$8.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.52KNew |
$229K - $247K
|
1.52K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-495- 22.1% |
$74.6K - $80.6K
|
1.75K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.04% |
$151 - $163
|
2.26K
$369K
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
498+ 34.34% |
$75.1K - $81.1K
|
1.95K
$318K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-72- 2.15% |
$10.9K - $11.7K
|
3.28K
$536K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105+ 2.27% |
$15.8K - $17.1K
|
4.73K
$772K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-1.84K- 16.7% |
$277K - $299K
|
9.17K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-3.1K- 68.89% |
$467K - $505K
|
1.4K
$229K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 4.23% |
$452 - $488
|
74
$12.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-400- 20.92% |
$60.3K - $65.1K
|
1.51K
$247K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
166KNew |
$25M - $27M
|
166K
$27.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.36K+ 31.12% |
$808K - $872K
|
22.6K
$3.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-116- 1.07% |
$17.5K - $18.9K
|
10.8K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-295- 1.29% |
$44.5K - $48K
|
22.6K
$3.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
39.9KNew |
$6.01M - $6.5M
|
39.9K
$6.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$302 - $326
|
3.28K
$535K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.61K+ 11.5% |
$243K - $262K
|
15.6K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.75K- 3.26% |
$566K - $611K
|
111K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-74- 4.5% |
$11.2K - $12K
|
1.57K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$452 - $488
|
1.39K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$302 - $326
|
2.27K
$371K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.54KNew |
$534K - $576K
|
3.54K
$578K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
12+ 0.13% |
$1.81K - $1.95K
|
9.29K
$1.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 3.65% |
$187K - $202K
|
32.7K
$5.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.52KNew |
$228K - $247K
|
1.52K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-260- 5.94% |
$39.2K - $42.3K
|
4.12K
$673K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-36- 1.31% |
$5.43K - $5.86K
|
2.72K
$443K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-79- 1.25% |
$11.9K - $12.9K
|
6.26K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
685+ 10.33% |
$103K - $112K
|
7.32K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.26% |
$1.36K - $1.47K
|
3.42K
$558K
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-170- 6.41% |
$25.6K - $27.7K
|
2.48K
$405K
|
|