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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.36KNew |
$165K - $206K
|
1.36K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
16.3KNew |
$1.97M - $2.46M
|
16.3K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-300- 1.82% |
$36.3K - $45.3K
|
16.2K
$2.64M
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
48+ 0.74% |
$6.43K - $7.19K
|
6.53K
$1.07M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.64KNew |
$220K - $245K
|
1.64K
$267K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.76KNew |
$236K - $263K
|
1.76K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18+ 0.82% |
$2.41K - $2.7K
|
2.22K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.7K+ 175.77% |
$1.83M - $2.05M
|
21.5K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-149- 7.2% |
$20K - $22.3K
|
1.92K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21- 95.45% |
$2.82K - $3.14K
|
1
$163
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.05KNew |
$409K - $457K
|
3.05K
$498K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
223New |
$29.9K - $33.4K
|
223
$36.4K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
346+ 61.35% |
$46.4K - $51.8K
|
910
$149K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
136New |
$18.2K - $20.4K
|
136
$22.2K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-368- 2.14% |
$49.3K - $55.1K
|
16.8K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
95New |
$12.7K - $14.2K
|
95
$15.5K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 24.3% |
$233K - $260K
|
5.41K
$884K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-135- 4.74% |
$18.1K - $20.2K
|
2.71K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
126New |
$16.9K - $18.9K
|
126
$20.6K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 1.11% |
$13.4K - $15K
|
8.9K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-76- 1.47% |
$10.2K - $11.4K
|
5.1K
$833K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-708- 22.35% |
$94.9K - $106K
|
2.46K
$402K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-673- 6.96% |
$90.2K - $101K
|
9K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.87% |
$134 - $150
|
116
$18.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
650New |
$87.1K - $97.3K
|
650
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-104- 3.06% |
$13.9K - $15.6K
|
3.29K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.92K- 99.27% |
$1.2M - $1.34M
|
66
$10.8K
|
|
| Q4 2024 | |||||||
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
24.8KNew |
$3.43M - $3.7M
|
24.8K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.83K+ 47.9% |
$805K - $869K
|
18K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
290New |
$40.1K - $43.2K
|
290
$47.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-994- 4.98% |
$137K - $148K
|
18.9K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1+ 0.55% |
$138 - $149
|
183
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-16- 9.82% |
$2.21K - $2.39K
|
147
$24K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
573New |
$79.2K - $85.5K
|
573
$93.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
148New |
$20.4K - $22.1K
|
148
$24.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 2.31% |
$71.4K - $77.1K
|
22.9K
$3.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$13.8K - $14.9K
|
100
$16.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 137.5% |
$7.6K - $8.2K
|
95
$15.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
210New |
$29K - $31.3K
|
210
$34.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.3KNew |
$3.77M - $4.07M
|
27.3K
$4.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.4KNew |
$746K - $805K
|
5.4K
$882K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-80- 18.69% |
$11.1K - $11.9K
|
348
$56.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.15KNew |
$159K - $171K
|
1.15K
$188K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
315New |
$43.5K - $47K
|
315
$51.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.19K- 86.5% |
$164K - $177K
|
185
$30.2K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-154- 8.53% |
$21.3K - $23K
|
1.65K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-211- 6.88% |
$29.1K - $31.5K
|
2.85K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$138 - $149
|
2.82K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$240K - $259K
|
1.74K
$284K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-140- 6.37% |
$19.3K - $20.9K
|
2.06K
$336K
|
|