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 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.84KNew |
$280K - $308K
|
2.84K
$430K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 29.41% |
$19.7K - $21.7K
|
480
$72.6K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
160New |
$15.8K - $17.3K
|
160
$24.2K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.25KClosed |
$116K - $128K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-500Closed |
$46.4K - $51.2K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.19KNew |
$203K - $224K
|
2.19K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-311- 3.46% |
$28.8K - $31.9K
|
8.69K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.11KNew |
$196K - $216K
|
2.11K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
945New |
$87.6K - $96.8K
|
945
$143K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.08KNew |
$564K - $623K
|
6.08K
$920K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-654- 24.29% |
$60.7K - $67K
|
2.04K
$308K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
PUT |
8.5KNew |
$788K - $871K
|
8.5K
$1.29M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
2KNew |
$185K - $205K
|
2K
$303K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
354New |
$32.8K - $36.3K
|
354
$53.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.96K- 39.91% |
$460K - $508K
|
7.47K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$3.06K - $3.38K
|
33
$4.99K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.11KNew |
$195K - $216K
|
2.11K
$319K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
150+ 50.0% |
$13.1K - $15K
|
450
$68.1K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-300- 50.0% |
$26.2K - $29.9K
|
300
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-764K- 98.93% |
$66.8M - $76.1M
|
8.26K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
438New |
$38.3K - $43.7K
|
438
$66.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.53KNew |
$571K - $651K
|
6.53K
$987K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.76KNew |
$154K - $175K
|
1.76K
$266K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.18KNew |
$103K - $118K
|
1.18K
$178K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.71KNew |
$324K - $370K
|
3.71K
$561K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-162- 75.0% |
$14.2K - $16.2K
|
54
$8.17K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
664New |
$58.1K - $66.2K
|
664
$100K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
472New |
$41.3K - $47.1K
|
472
$71.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
43.5KNew |
$3.81M - $4.34M
|
43.5K
$6.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$5.25K - $5.98K
|
60
$9.08K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$22.7K - $25.9K
|
260
$39.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-340- 27.58% |
$29.7K - $33.9K
|
893
$135K
|
|
| Q3 2022 | |||||||
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 9.43% |
$43.9K - $52.8K
|
5.8K
$877K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
834New |
$73.1K - $88.1K
|
834
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
516New |
$45.3K - $54.5K
|
516
$78K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 3.94% |
$8.51K - $10.2K
|
2.56K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
11New |
$965 - $1.16K
|
11
$1.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.34K+ 100.0% |
$205K - $247K
|
4.68K
$708K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.82K+ 10.69% |
$247K - $298K
|
29.2K
$4.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
300New |
$26.3K - $31.7K
|
300
$45.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$396K - $476K
|
4.51K
$682K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.92KNew |
$168K - $203K
|
1.92K
$290K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58KNew |
$138K - $166K
|
1.58K
$238K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.14K- 38.93% |
$188K - $226K
|
3.36K
$509K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$8.47K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
300+ 10.04% |
$26.3K - $31.7K
|
3.29K
$497K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-164Closed |
$14.6K - $18.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.98KNew |
$176K - $222K
|
1.98K
$299K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-560Closed |
$50K - $63.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.99KClosed |
$178K - $224K
|
0
$0
|
|