Latest Institutional Purchases of Ishares Tr (IYY)
This list provides information on the latest institutional transactions involving Ishares Tr (IYY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$725 - $796
|
2.55K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.11% |
$242 - $265
|
1.85K
$270K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$121 - $133
|
115
$16.8K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.6KNew |
$868K - $973K
|
7.6K
$1.11M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6KNew |
$686K - $769K
|
6K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.68K+ 5.56% |
$192K - $215K
|
31.8K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.65KNew |
$189K - $211K
|
1.65K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.64KNew |
$187K - $210K
|
1.64K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.37KNew |
$157K - $175K
|
1.37K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11KNew |
$126K - $142K
|
1.11K
$162K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
892New |
$102K - $114K
|
892
$130K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
880+ 13.83% |
$101K - $113K
|
7.25K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
502+ 5.06% |
$57.4K - $64.3K
|
10.4K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
403+ 4.49% |
$46K - $51.6K
|
9.38K
$1.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
150+ 6.83% |
$17.1K - $19.2K
|
2.35K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90New |
$10.3K - $11.5K
|
90
$13.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
80New |
$9.14K - $10.2K
|
80
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38+ 1.85% |
$4.34K - $4.87K
|
2.09K
$305K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
25New |
$2.86K - $3.2K
|
25
$3.65K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.7KNew |
$870K - $1.02M
|
8.7K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.34KNew |
$234K - $274K
|
2.34K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$199K - $233K
|
1.99K
$291K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.8KNew |
$180K - $210K
|
1.8K
$263K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.17K+ 59.56% |
$117K - $137K
|
3.13K
$457K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
930New |
$93K - $109K
|
930
$136K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
200New |
$20K - $23.4K
|
200
$29.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$20K - $23.4K
|
200
$29.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66New |
$6.6K - $7.71K
|
66
$9.64K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
63New |
$6.3K - $7.36K
|
63
$9.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
11+ 0.4% |
$1.1K - $1.29K
|
2.75K
$401K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
3New |
$300 - $351
|
3
$438
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
24.3KNew |
$2.53M - $2.72M
|
24.3K
$3.55M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
860+ 13.47% |
$89.4K - $96.4K
|
7.24K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
550+ 292.55% |
$57.2K - $61.6K
|
738
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
516New |
$53.6K - $57.8K
|
516
$75.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
472New |
$49.1K - $52.9K
|
472
$69K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$31.2K - $33.6K
|
300
$43.8K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
9.31KNew |
$917K - $1.01M
|
9.31K
$1.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.84KNew |
$280K - $308K
|
2.84K
$415K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.27KNew |
$224K - $246K
|
2.27K
$332K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.25K+ 102.27% |
$222K - $244K
|
4.45K
$651K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.92KNew |
$190K - $208K
|
1.92K
$281K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
825New |
$81.3K - $89.4K
|
825
$121K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
602New |
$59.3K - $65.2K
|
602
$87.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
457+ 8.63% |
$45K - $49.5K
|
5.75K
$841K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
364New |
$35.9K - $39.4K
|
364
$53.2K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
257+ 100.0% |
$25.3K - $27.8K
|
514
$75.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
185New |
$18.2K - $20K
|
185
$27K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
160New |
$15.8K - $17.3K
|
160
$23.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 0.25% |
$1.87K - $2.06K
|
7.5K
$1.1M
|
|