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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-155- 1.05% |
$8.92K - $10.1K
|
14.6K
$890K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5+ 0.02% |
$288 - $326
|
22.2K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-517- 7.41% |
$29.7K - $33.7K
|
6.46K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.6K+ 36.91% |
$264K - $300K
|
17K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-120- 5.14% |
$6.9K - $7.83K
|
2.22K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
222+ 4.82% |
$12.8K - $14.5K
|
4.83K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.08% |
$230 - $261
|
4.89K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
305New |
$17.5K - $19.9K
|
305
$18.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-65- 1.07% |
$3.74K - $4.24K
|
6.02K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.81K+ 10.63% |
$104K - $118K
|
18.8K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.54K+ 8.3% |
$204K - $231K
|
46.2K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-147- 0.33% |
$8.46K - $9.59K
|
44.8K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15.1KNew |
$869K - $986K
|
15.1K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-146- 2.95% |
$8.4K - $9.53K
|
4.81K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.71K- 99.93% |
$156K - $177K
|
2
$122
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8+ 0.22% |
$460 - $522
|
3.65K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-3.61K- 6.69% |
$207K - $235K
|
50.3K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.81K- 11.69% |
$392K - $444K
|
51.4K
$3.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
14.6KNew |
$840K - $953K
|
14.6K
$891K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13K- 56.59% |
$751K - $851K
|
10K
$611K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 3.23% |
$57.5 - $65.2
|
32
$1.95K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-543- 1.34% |
$31.2K - $35.4K
|
39.9K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
101+ 1.21% |
$5.81K - $6.59K
|
8.42K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-401- 1.42% |
$23.1K - $26.2K
|
27.8K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-7- 0.2% |
$403 - $457
|
3.44K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.04K- 5.07% |
$60.1K - $68.1K
|
19.5K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-722- 7.59% |
$41.5K - $47.1K
|
8.79K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
30.4KNew |
$1.75M - $1.98M
|
30.4K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.17% |
$57.5 - $65.2
|
590
$36K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.51K+ 11.32% |
$202K - $229K
|
34.5K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-156- 0.95% |
$8.97K - $10.2K
|
16.2K
$990K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16+ 0.16% |
$920 - $1.04K
|
10.1K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11K+ 12.59% |
$632K - $716K
|
98.2K
$5.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.42% |
$57.5 - $65.2
|
239
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-24- 0.38% |
$1.38K - $1.57K
|
6.27K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-326- 4.87% |
$18.8K - $21.3K
|
6.37K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-750- 4.55% |
$43.1K - $48.9K
|
15.7K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-918- 0.3% |
$52.8K - $59.9K
|
301K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-18.4K- 18.73% |
$1.06M - $1.2M
|
79.7K
$4.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.33K- 24.92% |
$76.7K - $87K
|
4.02K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-53.8K- 67.51% |
$3.09M - $3.51M
|
25.9K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-155- 2.43% |
$8.92K - $10.1K
|
6.24K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.57K- 3.98% |
$90.6K - $103K
|
37.9K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-23- 0.63% |
$1.32K - $1.5K
|
3.61K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
145+ 2.69% |
$8.34K - $9.46K
|
5.55K
$338K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$57.5 - $65.2
|
1
$61
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-83- 0.51% |
$4.77K - $5.41K
|
16.3K
$998K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.27K+ 9.67% |
$72.9K - $82.7K
|
14.4K
$878K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.79K+ 3.99% |
$218K - $248K
|
98.8K
$6.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.88K- 5.94% |
$166K - $188K
|
45.7K
$2.79M
|