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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.4K+ 322.87% |
$2.7M - $13.8M
|
58.2K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.2K+ 1161.84% |
$5.61M - $28.6M
|
100K
$6.11M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 400.0% |
$2.43K - $12.4K
|
50
$3.05K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.7K+ 400.0% |
$164K - $836K
|
3.38K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.23K+ 288.93% |
$257K - $1.31M
|
5.69K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.9K+ 400.0% |
$298K - $1.52M
|
6.13K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
72+ 400.0% |
$4.38K - $22.3K
|
90
$5.49K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
148+ 400.0% |
$9K - $45.8K
|
185
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
264+ 400.0% |
$16.1K - $81.8K
|
330
$20.1K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
48.5K+ 378.51% |
$2.95M - $15M
|
61.3K
$3.74M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.74K+ 377.96% |
$167K - $850K
|
3.47K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
23.3K+ 400.0% |
$1.42M - $7.22M
|
29.1K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.57K+ 334.04% |
$95.5K - $486K
|
2.04K
$125K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.09K+ 400.08% |
$310K - $1.58M
|
6.37K
$389K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.2KNew |
$73K - $372K
|
1.2K
$73.2K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.06K+ 400.0% |
$186K - $947K
|
3.82K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 400.0% |
$162K - $826K
|
3.34K
$204K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
4.1K+ 394.23% |
$249K - $1.27M
|
5.14K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.15K+ 400.0% |
$192K - $976K
|
3.94K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.94K+ 400.0% |
$118K - $601K
|
2.43K
$148K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.06K+ 400.0% |
$64.7K - $330K
|
1.33K
$81.2K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5New |
$304 - $1.55K
|
5
$305
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.37K+ 400.0% |
$266K - $1.35M
|
5.46K
$333K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.83K+ 446.44% |
$294K - $1.49M
|
5.91K
$361K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.07K+ 400.0% |
$187K - $950K
|
3.84K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8K+ 400.0% |
$487K - $2.48M
|
10K
$610K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
622+ 381.6% |
$37.8K - $193K
|
785
$47.9K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.93KNew |
$239K - $1.22M
|
3.93K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$305K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
92+ 400.0% |
$5.6K - $28.5K
|
115
$7.02K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.8K+ 400.0% |
$171K - $869K
|
3.51K
$214K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
188+ 400.0% |
$11.4K - $58.2K
|
235
$14.3K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
260+ 400.0% |
$15.8K - $80.5K
|
325
$19.8K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$305K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
436+ 400.0% |
$26.5K - $135K
|
545
$33.3K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.2K+ 400.0% |
$73K - $372K
|
1.5K
$91.6K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.64K+ 400.0% |
$343K - $1.75M
|
7.06K
$431K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.4K+ 400.0% |
$694K - $3.54M
|
14.3K
$871K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
44+ 400.0% |
$2.68K - $13.6K
|
55
$3.36K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
33.2K+ 402.59% |
$2.02M - $10.3M
|
41.5K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
12.9K+ 390.66% |
$783K - $3.99M
|
16.2K
$987K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
2.81K+ 400.0% |
$171K - $870K
|
3.51K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
176+ 400.0% |
$10.7K - $54.5K
|
220
$13.4K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$305K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
800+ 400.0% |
$48.7K - $248K
|
1K
$61K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
324+ 400.0% |
$19.7K - $100K
|
405
$24.7K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.49KNew |
$395K - $2.01M
|
6.49K
$396K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
244+ 400.0% |
$14.8K - $75.6K
|
305
$18.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 400.0% |
$1.7K - $8.67K
|
35
$2.14K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.92K+ 400.0% |
$178K - $906K
|
3.66K
$223K
|