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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18- 0.42% |
$2.41K - $2.7K
|
4.28K
$647K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
417+ 7.77% |
$55.9K - $62.4K
|
5.78K
$875K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
797+ 43.06% |
$107K - $119K
|
2.65K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-236- 12.28% |
$31.6K - $35.3K
|
1.69K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.2% |
$938 - $1.05K
|
3.58K
$542K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-80- 0.73% |
$10.7K - $12K
|
10.9K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 0.26% |
$2.55K - $2.85K
|
7.28K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-20- 0.93% |
$2.68K - $3K
|
2.13K
$321K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-630- 2.67% |
$84.5K - $94.3K
|
23K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.11% |
$13.4K - $15K
|
8.9K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
126New |
$16.9K - $18.9K
|
126
$19.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.43% |
$134 - $150
|
71
$10.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-325- 3.64% |
$43.6K - $48.7K
|
8.61K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-742- 10.75% |
$99.5K - $111K
|
6.16K
$932K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-76- 1.47% |
$10.2K - $11.4K
|
5.1K
$771K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
107+ 24.83% |
$14.3K - $16K
|
538
$81.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-361- 2.38% |
$48.4K - $54.1K
|
14.8K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.61K- 9.52% |
$215K - $240K
|
15.3K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-61- 1.73% |
$8.18K - $9.13K
|
3.46K
$524K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-708- 22.35% |
$94.9K - $106K
|
2.46K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.54K- 8.36% |
$474K - $529K
|
38.7K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-673- 6.96% |
$90.2K - $101K
|
9K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-205- 3.21% |
$27.5K - $30.7K
|
6.18K
$935K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-140- 1.98% |
$18.8K - $21K
|
6.94K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-70- 1.0% |
$9.38K - $10.5K
|
6.96K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.01K- 11.06% |
$135K - $151K
|
8.09K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 3.58% |
$13.4K - $15K
|
2.9K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.57K- 93.45% |
$478K - $534K
|
250
$37.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-134- 0.53% |
$18K - $20.1K
|
25.3K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.87% |
$134 - $150
|
116
$17.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.57K+ 18.73% |
$345K - $385K
|
16.3K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$268 - $300
|
2.27K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
650New |
$87.1K - $97.3K
|
650
$98.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-30- 0.25% |
$4.02K - $4.49K
|
11.8K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.93K+ 13.24% |
$258K - $289K
|
16.5K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.27% |
$1.21K - $1.35K
|
3.4K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
581+ 0.64% |
$77.9K - $87K
|
91.2K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
461New |
$61.8K - $69K
|
461
$69.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-104- 3.06% |
$13.9K - $15.6K
|
3.29K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
199+ 4.57% |
$26.7K - $29.8K
|
4.56K
$689K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-20- 0.83% |
$2.68K - $3K
|
2.39K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
664+ 531.2% |
$89K - $99.4K
|
789
$119K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-85- 0.57% |
$11.4K - $12.7K
|
14.8K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$938 - $1.05K
|
2.57K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$268 - $300
|
3.29K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-1.97K- 16.73% |
$264K - $295K
|
9.8K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.92K- 99.27% |
$1.2M - $1.34M
|
66
$9.98K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 20.73% |
$67K - $74.9K
|
1.91K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.05KNew |
$141K - $157K
|
1.05K
$159K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-117- 6.47% |
$15.7K - $17.5K
|
1.69K
$256K
|