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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
466New |
$47.7K - $55.2K
|
466
$68.6K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-46.1KClosed |
$4.72M - $5.46M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-7.74KClosed |
$793K - $917K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.55KClosed |
$261K - $302K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
24New |
$2.46K - $2.84K
|
24
$3.53K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22Closed |
$2.25K - $2.61K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-87- 7.18% |
$8.91K - $10.3K
|
1.12K
$165K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.81KClosed |
$185K - $214K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-37Closed |
$3.79K - $4.38K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-86- 2.91% |
$8.81K - $10.2K
|
2.87K
$422K
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-4.24KClosed |
$434K - $502K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-366- 90.15% |
$39.4K - $43.4K
|
40
$5.89K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-472Closed |
$50.8K - $56K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
800New |
$86.2K - $94.8K
|
800
$118K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
94New |
$10.1K - $11.1K
|
94
$13.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-50Closed |
$5.38K - $5.93K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
839+ 28.54% |
$90.4K - $99.5K
|
3.78K
$556K
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
8KNew |
$862K - $948K
|
8K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.09KNew |
$441K - $485K
|
4.09K
$602K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
112New |
$12.1K - $13.3K
|
112
$16.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.19KNew |
$774K - $852K
|
7.19K
$1.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
SELL
|
- |
-2.44KClosed |
$263K - $289K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-588Closed |
$62.8K - $67K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.21K+ 827.84% |
$343K - $366K
|
3.6K
$530K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-295Closed |
$31.5K - $33.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
28.5KNew |
$2.88M - $3.07M
|
28.5K
$4.19M
|
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.2KClosed |
$121K - $130K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
2.31KNew |
$233K - $249K
|
2.31K
$340K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.5KClosed |
$151K - $161K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30Closed |
$3.03K - $3.24K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
100New |
$10.1K - $10.8K
|
100
$14.7K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-760Closed |
$76.8K - $82.1K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-178Closed |
$18K - $19.2K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1K- 25.0% |
$101K - $108K
|
3K
$441K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
$133K - $143K
|
1.43K
$210K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-50Closed |
$4.65K - $5.02K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-1.54KClosed |
$143K - $155K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.94K+ 100.0% |
$274K - $295K
|
5.88K
$866K
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 100.0% |
$1.22K - $1.41K
|
30
$4.41K
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.46K+ 100.0% |
$119K - $138K
|
2.92K
$430K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
187+ 100.0% |
$15.2K - $17.6K
|
374
$55K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
22.5KNew |
$1.83M - $2.12M
|
22.5K
$3.31M
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38New |
$3.09K - $3.58K
|
38
$5.59K
|
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$1.63K - $1.89K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5KNew |
$407K - $472K
|
5K
$736K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
437New |
$35.6K - $41.2K
|
437
$64.3K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-549Closed |
$44.7K - $51.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.43K+ 100.0% |
$360K - $417K
|
8.85K
$1.3M
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 100.0% |
$4.07K - $4.72K
|
100
$14.7K
|
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
200+ 100.0% |
$16.3K - $18.9K
|
400
$58.9K
|
|