Latest Institutional Transactions on Ishares Tr (IYH)
This table provides information on the latest institutional transactions involving Ishares Tr (IYH) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 2.67% |
$5.83K - $6.28K
|
3.65K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-500- 4.76% |
$29.2K - $31.4K
|
10K
$564K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-150- 2.85% |
$8.75K - $9.41K
|
5.11K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-16K- 16.19% |
$933K - $1M
|
82.8K
$4.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 4.31% |
$86.7K - $93.3K
|
33K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-40- 0.32% |
$2.33K - $2.51K
|
12.7K
$713K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-715- 7.22% |
$41.7K - $44.9K
|
9.19K
$518K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.3KNew |
$192K - $207K
|
3.3K
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.46K+ 4.54% |
$260K - $280K
|
103K
$5.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
35+ 0.42% |
$2.04K - $2.2K
|
8.39K
$473K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-349- 3.49% |
$20.4K - $21.9K
|
9.66K
$544K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.1K- 45.12% |
$4.38M - $4.71M
|
91.3K
$5.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.25K- 5.33% |
$248K - $267K
|
75.5K
$4.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-724- 4.96% |
$42.2K - $45.4K
|
13.9K
$781K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-14.1K- 96.32% |
$820K - $883K
|
538
$30.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 0.26% |
$2.1K - $2.26K
|
13.7K
$772K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-179- 2.83% |
$10.4K - $11.2K
|
6.14K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
151+ 0.5% |
$8.81K - $9.48K
|
30.2K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
41+ 0.48% |
$2.39K - $2.57K
|
8.55K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
191K+ 2375.13% |
$11.1M - $12M
|
199K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-5- 0.02% |
$292 - $314
|
20.4K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
850+ 5.33% |
$49.6K - $53.3K
|
16.8K
$946K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-180- 0.88% |
$10.5K - $11.3K
|
20.2K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7K+ 23.49% |
$626K - $674K
|
56.4K
$3.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 1.8% |
$78.1K - $84.1K
|
73.3K
$4.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.23KNew |
$305K - $328K
|
5.23K
$294K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.23K+ 67.4% |
$71.7K - $77.2K
|
3.06K
$172K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-494- 16.08% |
$28.8K - $31K
|
2.58K
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$117 - $126
|
8.79K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.73K- 14.18% |
$101K - $108K
|
10.5K
$589K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.26K- 6.45% |
$73.5K - $79.1K
|
18.3K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-203- 5.62% |
$11.8K - $12.7K
|
3.41K
$192K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
270New |
$15.7K - $16.9K
|
270
$15.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
15.7KNew |
$915K - $985K
|
15.7K
$884K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-74- 1.18% |
$4.32K - $4.64K
|
6.2K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.09K+ 1263.64% |
$122K - $131K
|
2.25K
$127K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.97KNew |
$232K - $249K
|
3.97K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.06% |
$233 - $251
|
6.91K
$389K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.71K+ 135400.0% |
$158K - $170K
|
2.71K
$153K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-225- 2.79% |
$13.1K - $14.1K
|
7.84K
$441K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.32K+ 23.86% |
$77.2K - $83K
|
6.87K
$387K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-525- 77.78% |
$30.6K - $32.9K
|
150
$8.45K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
26+ 0.15% |
$1.52K - $1.63K
|
16.8K
$949K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14- 0.47% |
$816 - $879
|
2.95K
$166K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
128+ 3.97% |
$7.46K - $8.03K
|
3.35K
$189K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.13K- 1.03% |
$65.8K - $70.8K
|
109K
$6.13M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
2.6KNew |
$150K - $170K
|
2.6K
$146K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.51KNew |
$375K - $425K
|
6.51K
$367K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
8+ 0.2% |
$460 - $522
|
4.05K
$228K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
55KNew |
$3.16M - $3.59M
|
55K
$3.1M
|
|