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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
5.51KNew |
$332K - $366K
|
5.51K
$352K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
200New |
$12.1K - $13.3K
|
200
$12.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.24KNew |
$195K - $215K
|
3.24K
$207K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-210- 7.36% |
$12.7K - $13.9K
|
2.65K
$169K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-350- 5.42% |
$21.1K - $23.2K
|
6.11K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-251- 20.06% |
$15.1K - $16.7K
|
1K
$63.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-65- 20.63% |
$3.92K - $4.31K
|
250
$16K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 3.83% |
$7.72K - $8.5K
|
3.47K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.23KNew |
$194K - $214K
|
3.23K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300New |
$18.1K - $19.9K
|
300
$19.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.1KNew |
$187K - $206K
|
3.1K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1K- 21.05% |
$60.3K - $66.4K
|
3.75K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.63% |
$60.3 - $66.4
|
160
$10.2K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
219K+ 6271.65% |
$13.2M - $14.6M
|
223K
$14.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 1.46% |
$6.03K - $6.64K
|
6.75K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 3.17% |
$15.1K - $16.6K
|
7.63K
$487K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 3.44% |
$888K - $977K
|
413K
$26.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-336- 0.1% |
$20.3K - $22.3K
|
327K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-868- 21.78% |
$52.3K - $57.6K
|
3.12K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-629- 14.87% |
$37.9K - $41.8K
|
3.6K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.13KNew |
$188K - $207K
|
3.13K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
380+ 89.41% |
$22.9K - $25.2K
|
805
$51.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.5KNew |
$631K - $695K
|
10.5K
$669K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3+ 0.07% |
$181 - $199
|
4.18K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-506- 13.94% |
$30.5K - $33.6K
|
3.13K
$200K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
785New |
$47.3K - $52.1K
|
785
$50.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.59K+ 23.8% |
$96.1K - $106K
|
8.29K
$530K
|
|
| Q2 2024 | |||||||
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.75KClosed |
$218K - $232K
|
0
$0
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-14- 21.54% |
$813 - $865
|
51
$3.26K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
316+ 400.0% |
$18.3K - $19.5K
|
395
$25.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.2K- 7.66% |
$128K - $136K
|
26.5K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.73KNew |
$217K - $230K
|
3.73K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 8.33% |
$1.45K - $1.54K
|
275
$17.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$697 - $741
|
12
$766
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26.1KNew |
$1.51M - $1.61M
|
26.1K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
75+ 1.96% |
$4.35K - $4.63K
|
3.9K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.38KNew |
$312K - $332K
|
5.38K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$584K - $621K
|
10.1K
$642K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 20.0% |
$5.81K - $6.18K
|
400
$25.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1K- 58.7% |
$58.2K - $61.9K
|
705
$45K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.36KNew |
$78.7K - $83.7K
|
1.36K
$86.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.5KNew |
$261K - $278K
|
4.5K
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-226- 3.23% |
$13.1K - $14K
|
6.78K
$433K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
330New |
$19.2K - $20.4K
|
330
$21.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
647+ 12.94% |
$37.6K - $40K
|
5.65K
$361K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
807New |
$46.8K - $49.8K
|
807
$51.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-114- 31.67% |
$6.62K - $7.04K
|
246
$15.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
67New |
$3.89K - $4.14K
|
67
$4.28K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-82- 1.6% |
$4.76K - $5.06K
|
5.03K
$321K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
505New |
$29.3K - $31.2K
|
505
$32.3K
|
|