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 |
---|---|---|---|---|---|---|---|
Feb 01, 2021
Q4 2020
|
Aspiriant, LLC
|
BUY
|
- |
13.4K+ 82.11% |
$1.09M - $1.26M
|
29.7K
$4.38M
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-29Closed |
$2.36K - $2.74K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.41K+ 100.0% |
$115K - $133K
|
2.82K
$415K
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
725+ 100.0% |
$59K - $68.4K
|
1.45K
$213K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
PUT |
-217Closed |
$16.7K - $19.3K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-54Closed |
$4.15K - $4.8K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-7Closed |
$539 - $622
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.74KClosed |
$211K - $243K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.42KClosed |
$110K - $126K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.59KClosed |
$584K - $674K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.49KClosed |
$192K - $221K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
704+ 14.78% |
$42.5K - $56.5K
|
5.47K
$804K
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-466Closed |
$28.1K - $37.4K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-310Closed |
$18.7K - $24.9K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-200KClosed |
$12.1M - $16.1M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-36Closed |
$2.17K - $2.89K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-4.29KClosed |
$259K - $345K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-100Closed |
$6.03K - $8.03K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.25KClosed |
$135K - $180K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.14KClosed |
$310K - $412K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.88KClosed |
$113K - $151K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.82KClosed |
$532K - $708K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 11, 2024
Q1 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.01KClosed |
$165K - $253K
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-47.1KClosed |
$2.58M - $3.96M
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-886Closed |
$48.5K - $74.5K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12Closed |
$657 - $1.01K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-65Closed |
$3.56K - $5.46K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-139Closed |
$7.6K - $11.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.35KClosed |
$73.7K - $113K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-565Closed |
$30.9K - $47.5K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-405Closed |
$22.2K - $34K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.63KClosed |
$89.2K - $137K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Sandy Spring Bank
|
SELL
|
- |
-186Closed |
$10.2K - $15.6K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-45Closed |
$2.46K - $3.78K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-284Closed |
$15.5K - $23.9K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-784Closed |
$42.9K - $65.9K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Ironwood Financial, LLC
|
SELL
|
- |
-635Closed |
$34.7K - $53.4K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$172K - $265K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.7KClosed |
$767K - $857K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
First National Bank Of South Miami
|
SELL
|
- |
-200Closed |
$14.3K - $16K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.73KNew |
$410K - $458K
|
5.73K
$842K
|
|
Q3 2019 | |||||||
May 14, 2024
Q3 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.59K- 50.0% |
$190K - $194K
|
2.59K
$381K
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-114Closed |
$8.36K - $8.54K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1KClosed |
$73.4K - $75K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
66New |
$4.84K - $4.95K
|
66
$9.71K
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-135Closed |
$9.9K - $10.1K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Nvwm, LLC
|
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-566Closed |
N/A
|
0
$0
|