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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 0.25% |
$1.87K - $2.06K
|
7.5K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.08% |
$493 - $542
|
6.05K
$888K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.26% |
$296 - $325
|
1.15K
$169K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 2.86% |
$98.6 - $108
|
36
$5.28K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
PUT |
8.5KNew |
$788K - $871K
|
8.5K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.08KNew |
$564K - $623K
|
6.08K
$893K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.19KNew |
$203K - $224K
|
2.19K
$321K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.12KNew |
$196K - $217K
|
2.12K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.11KNew |
$196K - $216K
|
2.11K
$310K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.11KNew |
$195K - $216K
|
2.11K
$309K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
2KNew |
$185K - $205K
|
2K
$294K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
945New |
$87.6K - $96.8K
|
945
$139K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
354New |
$32.8K - $36.3K
|
354
$52K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$3.06K - $3.38K
|
33
$4.84K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
43.5KNew |
$3.81M - $4.34M
|
43.5K
$6.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.53KNew |
$571K - $651K
|
6.53K
$958K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.71KNew |
$324K - $370K
|
3.71K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.85KNew |
$249K - $284K
|
2.85K
$418K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.76KNew |
$154K - $175K
|
1.76K
$258K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.18KNew |
$103K - $118K
|
1.18K
$173K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
664New |
$58.1K - $66.2K
|
664
$97.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
472New |
$41.3K - $47.1K
|
472
$69.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
438New |
$38.3K - $43.7K
|
438
$64.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$22.7K - $25.9K
|
260
$38.2K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
150+ 50.0% |
$13.1K - $15K
|
450
$66.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$5.25K - $5.98K
|
60
$8.81K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
9+ 0.3% |
$787 - $897
|
3.01K
$442K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$396K - $476K
|
4.51K
$662K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.82K+ 10.69% |
$247K - $298K
|
29.2K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.34K+ 100.0% |
$205K - $247K
|
4.68K
$688K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.92KNew |
$168K - $203K
|
1.92K
$282K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58KNew |
$138K - $166K
|
1.58K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
834New |
$73.1K - $88.1K
|
834
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
516New |
$45.3K - $54.5K
|
516
$75.7K
|
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 9.43% |
$43.9K - $52.8K
|
5.8K
$851K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
300New |
$26.3K - $31.7K
|
300
$44K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
300+ 10.04% |
$26.3K - $31.7K
|
3.29K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 3.94% |
$8.51K - $10.2K
|
2.56K
$376K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
56New |
$4.91K - $5.91K
|
56
$8.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
11New |
$965 - $1.16K
|
11
$1.61K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
5.37K+ 32.78% |
$480K - $605K
|
21.8K
$3.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.56K+ 4.15% |
$229K - $289K
|
64.3K
$9.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.98KNew |
$176K - $222K
|
1.98K
$290K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
800New |
$71.5K - $90.1K
|
800
$117K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
758New |
$67.7K - $85.4K
|
758
$111K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
520+ 47.36% |
$46.4K - $58.6K
|
1.62K
$238K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
201New |
$18K - $22.6K
|
201
$29.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
188New |
$16.8K - $21.2K
|
188
$27.6K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
136New |
$12.1K - $15.3K
|
136
$20K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
466New |
$47.7K - $55.2K
|
466
$68.4K
|
|