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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.09K+ 100.05% |
$314K - $340K
|
4.17K
$681K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-14- 8.75% |
$2.11K - $2.28K
|
146
$23.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-5- 0.36% |
$754 - $814
|
1.4K
$228K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.21% |
$151 - $163
|
483
$78.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-131- 1.21% |
$19.7K - $21.3K
|
10.7K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.77KNew |
$568K - $614K
|
3.77K
$615K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.23% |
$1.06K - $1.14K
|
3.03K
$494K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-292- 37.01% |
$44K - $47.5K
|
497
$81.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
316+ 1.86% |
$47.6K - $51.5K
|
17.3K
$2.83M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.1K- 1.16% |
$133K - $167K
|
94K
$15.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 26.22% |
$60.5K - $75.4K
|
2.41K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.22K- 38.41% |
$994K - $1.24M
|
13.2K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
135+ 0.59% |
$16.3K - $20.4K
|
23K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.38KNew |
$167K - $208K
|
1.38K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 9.57% |
$24.2K - $30.2K
|
1.89K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$121 - $151
|
4.85K
$792K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$242 - $302
|
2
$327
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
543+ 14.84% |
$65.6K - $81.9K
|
4.2K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$725 - $905
|
2.58K
$421K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.32KNew |
$281K - $350K
|
2.32K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-585- 97.18% |
$70.7K - $88.3K
|
17
$2.78K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.2K+ 14989.29% |
$507K - $633K
|
4.23K
$690K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.07K+ 62.87% |
$371K - $463K
|
7.94K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$242 - $302
|
1.72K
$280K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-80- 3.64% |
$9.67K - $12.1K
|
2.12K
$346K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.45KNew |
$175K - $218K
|
1.45K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1.4KNew |
$169K - $211K
|
1.4K
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
75+ 2.59% |
$9.07K - $11.3K
|
2.97K
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
426New |
$51.5K - $64.3K
|
426
$69.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1- 0.02% |
$121 - $151
|
4.61K
$752K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45KNew |
$175K - $218K
|
1.45K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 3.68% |
$605 - $754
|
131
$21.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.33KNew |
$160K - $200K
|
1.33K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35New |
$4.23K - $5.28K
|
35
$5.72K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.71KNew |
$328K - $409K
|
2.71K
$443K
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-1.42K- 50.0% |
$172K - $214K
|
1.42K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.58K+ 68.03% |
$190K - $238K
|
3.89K
$635K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.41KNew |
$171K - $213K
|
1.41K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19+ 0.21% |
$2.3K - $2.87K
|
8.89K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-228- 14.49% |
$27.6K - $34.4K
|
1.35K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.04% |
$121 - $151
|
2.78K
$454K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-208- 5.23% |
$25.1K - $31.4K
|
3.77K
$615K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
803+ 33.98% |
$97.1K - $121K
|
3.17K
$517K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.27KNew |
$274K - $342K
|
2.27K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.55KNew |
$187K - $233K
|
1.55K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-7.69K- 8.42% |
$929K - $1.16M
|
83.5K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
500+ 13.23% |
$60.5K - $75.4K
|
4.28K
$699K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-13- 20.0% |
$1.57K - $1.96K
|
52
$8.49K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-299- 5.31% |
$36.1K - $45.1K
|
5.34K
$871K
|
|