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 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.48KNew |
$203K - $218K
|
3.48K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-37- 3.08% |
$2.16K - $2.32K
|
1.16K
$74.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-659- 70.18% |
$38.4K - $41.4K
|
280
$17.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 2.67% |
$5.83K - $6.28K
|
3.65K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-150- 2.85% |
$8.75K - $9.41K
|
5.11K
$326K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
5.23KNew |
$305K - $328K
|
5.23K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.23K+ 67.4% |
$71.7K - $77.2K
|
3.06K
$195K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-203- 5.62% |
$11.8K - $12.7K
|
3.41K
$218K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
270New |
$15.7K - $16.9K
|
270
$17.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-225- 2.79% |
$13.1K - $14.1K
|
7.84K
$500K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-525- 77.78% |
$30.6K - $32.9K
|
150
$9.58K
|
|
| Q4 2024 | |||||||
|
Dec 01, 2025
Q4 2024
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
3.62K+ 397.25% |
$208K - $236K
|
4.53K
$289K
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
4.15KNew |
$239K - $271K
|
4.15K
$265K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.51KNew |
$375K - $425K
|
6.51K
$416K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
5.57KNew |
$320K - $363K
|
5.57K
$355K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
90New |
$5.18K - $5.87K
|
90
$5.75K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
500New |
$28.8K - $32.6K
|
500
$31.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-933- 9.49% |
$53.7K - $60.9K
|
8.9K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
37KNew |
$2.13M - $2.41M
|
37K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
90+ 0.72% |
$5.18K - $5.87K
|
12.5K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.36K- 36.28% |
$136K - $154K
|
4.15K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.24KNew |
$359K - $407K
|
6.24K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.72KNew |
$387K - $438K
|
6.72K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
77New |
$4.43K - $5.02K
|
77
$4.92K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
310New |
$17.8K - $20.2K
|
310
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.1K- 15.1% |
$63.5K - $72K
|
6.21K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
7.38KNew |
$424K - $481K
|
7.38K
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
240New |
$13.8K - $15.7K
|
240
$15.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
425New |
$24.5K - $27.7K
|
425
$27.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
115New |
$6.62K - $7.5K
|
115
$7.35K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.68KNew |
$96.7K - $110K
|
1.68K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-300- 6.98% |
$17.3K - $19.6K
|
4K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-120- 2.18% |
$6.9K - $7.83K
|
5.38K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-300- 5.58% |
$17.3K - $19.6K
|
5.08K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
71.6KNew |
$4.12M - $4.67M
|
71.6K
$4.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3+ 0.03% |
$173 - $196
|
9.48K
$606K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
500New |
$28.8K - $32.6K
|
500
$31.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
750New |
$43.1K - $48.9K
|
750
$47.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
380New |
$21.9K - $24.8K
|
380
$24.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.15KNew |
$411K - $466K
|
7.15K
$457K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
299New |
$17.2K - $19.5K
|
299
$19.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
42+ 10.99% |
$2.42K - $2.74K
|
424
$27.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
288New |
$16.6K - $18.8K
|
288
$18.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-80- 39.02% |
$4.6K - $5.22K
|
125
$7.98K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-314- 36.94% |
$18.1K - $20.5K
|
536
$34.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
511New |
$29.4K - $33.3K
|
511
$32.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.44K- 29.41% |
$82.6K - $93.6K
|
3.45K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
63.9KNew |
$3.68M - $4.17M
|
63.9K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.23K- 24.29% |
$70.5K - $80K
|
3.82K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-300- 30.0% |
$17.3K - $19.6K
|
700
$44.7K
|
|