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 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
4+ 0.21% |
$503 - $558
|
1.92K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45KNew |
$182K - $202K
|
1.45K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
772+ 18.63% |
$97.1K - $108K
|
4.92K
$723K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4+ 0.38% |
$503 - $558
|
1.07K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11K- 62.73% |
$1.39M - $1.54M
|
6.55K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.91KNew |
$240K - $266K
|
1.91K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-22.3K- 91.24% |
$2.81M - $3.12M
|
2.15K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.25K+ 2.21% |
$912K - $1.01M
|
336K
$49.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-812- 2.06% |
$102K - $113K
|
38.6K
$5.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
78+ 2.92% |
$9.81K - $10.9K
|
2.75K
$405K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-791- 3.82% |
$99.5K - $110K
|
19.9K
$2.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-216- 23.2% |
$27.2K - $30.2K
|
715
$105K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8- 0.13% |
$1.01K - $1.12K
|
6.39K
$940K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-95- 0.22% |
$11.9K - $13.3K
|
42.8K
$6.3M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
397+ 1.7% |
$49.9K - $55.4K
|
23.7K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
26+ 0.22% |
$3.27K - $3.63K
|
12K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.66K- 25.09% |
$209K - $232K
|
4.97K
$731K
|
|
|
Oct 29, 2024
Q3 2024
|
Cortland Associates Inc
|
SELL
|
- |
-221- 3.29% |
$27.8K - $30.8K
|
6.5K
$957K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
379+ 7.21% |
$47.7K - $52.9K
|
5.63K
$829K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
468+ 2.95% |
$58.9K - $65.3K
|
16.3K
$2.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 35.38% |
$5.79K - $6.42K
|
84
$12.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-301- 0.62% |
$37.9K - $42K
|
48.3K
$7.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.1KNew |
$1.14M - $1.27M
|
9.1K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.09KNew |
$262K - $291K
|
2.09K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.16K- 2.57% |
$146K - $162K
|
44K
$6.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.47K- 7.96% |
$310K - $344K
|
28.5K
$4.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.55K- 2.13% |
$320K - $355K
|
117K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 5.3% |
$880 - $977
|
139
$20.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
926+ 20.53% |
$116K - $129K
|
5.44K
$800K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-19- 0.2% |
$2.39K - $2.65K
|
9.27K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.39% |
$252 - $279
|
513
$75.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.5KNew |
$189K - $209K
|
1.5K
$221K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.02% |
$880 - $977
|
39.6K
$5.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6KNew |
$725K - $796K
|
6K
$883K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2- 0.04% |
$242 - $265
|
4.76K
$700K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.1KNew |
$1.1M - $1.21M
|
9.1K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.87KNew |
$347K - $381K
|
2.87K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
150+ 13.54% |
$18.1K - $19.9K
|
1.26K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-498- 59.78% |
$60.2K - $66.1K
|
335
$49.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.5K- 66.24% |
$3.45M - $3.79M
|
14.5K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$6.04K - $6.63K
|
50
$7.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
841+ 53.36% |
$102K - $112K
|
2.42K
$356K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 10.59% |
$6.53K - $7.17K
|
564
$83K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.12KNew |
$377K - $414K
|
3.12K
$459K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-68- 2.96% |
$8.22K - $9.02K
|
2.23K
$328K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-890Closed |
$108K - $118K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-25- 1.34% |
$3.02K - $3.32K
|
1.84K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$230K - $252K
|
1.9K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-77- 2.38% |
$9.31K - $10.2K
|
3.16K
$465K
|
|