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 |
|---|---|---|---|---|---|---|---|
|
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
$349K
|
|
|
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
$15.1K
|
|
|
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
$454K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
$133K - $143K
|
1.43K
$216K
|
|
|
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
$890K
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 100.0% |
$1.22K - $1.41K
|
30
$4.54K
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.46K+ 100.0% |
$119K - $138K
|
2.92K
$442K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
187+ 100.0% |
$15.2K - $17.6K
|
374
$56.6K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
22.5KNew |
$1.83M - $2.12M
|
22.5K
$3.4M
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38New |
$3.09K - $3.58K
|
38
$5.75K
|
|
|
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
$756K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
437New |
$35.6K - $41.2K
|
437
$66.1K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-549Closed |
$44.7K - $51.8K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
200+ 100.0% |
$16.3K - $18.9K
|
400
$60.5K
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 100.0% |
$4.07K - $4.72K
|
100
$15.1K
|
|
|
Feb 01, 2021
Q4 2020
|
Aspiriant, LLC
|
BUY
|
- |
13.4K+ 82.11% |
$1.09M - $1.26M
|
29.7K
$4.5M
|
|
|
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
$426K
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
725+ 100.0% |
$59K - $68.4K
|
1.45K
$219K
|
|
| 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
$827K
|
|
|
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
|
|