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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
24New |
$2.46K - $2.84K
|
24
$3.52K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
8KNew |
$862K - $948K
|
8K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.19KNew |
$774K - $852K
|
7.19K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.09KNew |
$441K - $485K
|
4.09K
$601K
|
|
|
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
$555K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
800New |
$86.2K - $94.8K
|
800
$117K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
112New |
$12.1K - $13.3K
|
112
$16.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
94New |
$10.1K - $11.1K
|
94
$13.8K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.21K+ 827.84% |
$343K - $366K
|
3.6K
$528K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
28.5KNew |
$2.88M - $3.07M
|
28.5K
$4.18M
|
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
2.31KNew |
$233K - $249K
|
2.31K
$339K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
100New |
$10.1K - $10.8K
|
100
$14.7K
|
|
| Q1 2021 | |||||||
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.94K+ 100.0% |
$274K - $295K
|
5.88K
$864K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
$133K - $143K
|
1.43K
$209K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
22.5KNew |
$1.83M - $2.12M
|
22.5K
$3.3M
|
|
|
Feb 01, 2021
Q4 2020
|
Aspiriant, LLC
|
BUY
|
- |
13.4K+ 82.11% |
$1.09M - $1.26M
|
29.7K
$4.37M
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
5KNew |
$407K - $472K
|
5K
$734K
|
|
|
Feb 08, 2021
Q4 2020
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.43K+ 100.0% |
$360K - $417K
|
8.85K
$1.3M
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.46K+ 100.0% |
$119K - $138K
|
2.92K
$429K
|
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.41K+ 100.0% |
$115K - $133K
|
2.82K
$414K
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
725+ 100.0% |
$59K - $68.4K
|
1.45K
$213K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
437New |
$35.6K - $41.2K
|
437
$64.2K
|
|
|
Feb 02, 2021
Q4 2020
|
Townsend Asset Management Corp
|
BUY
|
- |
200+ 100.0% |
$16.3K - $18.9K
|
400
$58.7K
|
|
|
May 24, 2021
Q4 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
187+ 100.0% |
$15.2K - $17.6K
|
374
$54.9K
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
50+ 100.0% |
$4.07K - $4.72K
|
100
$14.7K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38New |
$3.09K - $3.58K
|
38
$5.58K
|
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 100.0% |
$1.22K - $1.41K
|
30
$4.4K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
704+ 14.78% |
$42.5K - $56.5K
|
5.47K
$802K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.73KNew |
$410K - $458K
|
5.73K
$840K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
66New |
$4.84K - $4.95K
|
66
$9.69K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$147
|
|