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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-211- 3.13% |
$28.3K - $31.6K
|
6.53K
$988K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-581- 19.73% |
$77.9K - $87K
|
2.36K
$358K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.74K- 5.0% |
$655K - $707K
|
90.2K
$13.6M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.48KNew |
$895K - $967K
|
6.48K
$980K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
24.8KNew |
$3.43M - $3.7M
|
24.8K
$3.75M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
588New |
$81.2K - $87.7K
|
588
$88.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
290New |
$40.1K - $43.2K
|
290
$43.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-994- 4.98% |
$137K - $148K
|
18.9K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1+ 0.55% |
$138 - $149
|
183
$27.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.83K+ 47.9% |
$805K - $869K
|
18K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-16- 9.82% |
$2.21K - $2.39K
|
147
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-148- 69.48% |
$20.4K - $22.1K
|
65
$9.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
573New |
$79.2K - $85.5K
|
573
$86.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
148New |
$20.4K - $22.1K
|
148
$22.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-155- 3.26% |
$21.4K - $23.1K
|
4.61K
$697K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 2.31% |
$71.4K - $77.1K
|
22.9K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
78+ 0.2% |
$10.8K - $11.6K
|
38.7K
$5.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$13.8K - $14.9K
|
100
$15.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
210New |
$29K - $31.3K
|
210
$31.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 137.5% |
$7.6K - $8.2K
|
95
$14.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.3KNew |
$3.77M - $4.07M
|
27.3K
$4.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.4KNew |
$746K - $805K
|
5.4K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-80- 18.69% |
$11.1K - $11.9K
|
348
$52.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.15KNew |
$159K - $171K
|
1.15K
$174K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.42KNew |
$197K - $212K
|
1.42K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.96KNew |
$409K - $441K
|
2.96K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
517+ 2.31% |
$71.4K - $77.1K
|
22.9K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
6.37KNew |
$880K - $950K
|
6.37K
$963K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
315New |
$43.5K - $47K
|
315
$47.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.19K- 86.5% |
$164K - $177K
|
185
$28K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-154- 8.53% |
$21.3K - $23K
|
1.65K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-211- 6.88% |
$29.1K - $31.5K
|
2.85K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
90+ 3.22% |
$12.4K - $13.4K
|
2.89K
$436K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$414 - $447
|
1.36K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$138 - $149
|
2.82K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.4KNew |
$193K - $209K
|
1.4K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.05% |
$138 - $149
|
2.15K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.69KNew |
$924K - $998K
|
6.69K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$240K - $259K
|
1.74K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-140- 6.37% |
$19.3K - $20.9K
|
2.06K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 8.27% |
$69.1K - $74.6K
|
5.55K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-111- 4.81% |
$15.3K - $16.6K
|
2.2K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6+ 0.2% |
$829 - $895
|
3.03K
$459K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
21+ 1.36% |
$2.9K - $3.13K
|
1.57K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
336New |
$46.4K - $50.1K
|
336
$50.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.32KNew |
$320K - $345K
|
2.32K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
32.2KNew |
$4.45M - $4.8M
|
32.2K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-92- 4.39% |
$12.7K - $13.7K
|
2.01K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.86K+ 3.66% |
$672K - $725K
|
138K
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
22+ 7.33% |
$3.04K - $3.28K
|
322
$48.7K
|
|