Latest Institutional Transactions on Ishares Tr (IYH)

IYH Quotes by TradingView

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 18, 2024 Q4 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
47
+ 2.4%
$12.1K - $13.5K
2.01K $122K
Jan 18, 2024 Q4 2023
Km Capital Management Ltd.

Austin, TX
SELL
 -
-4.79K
- 72.48%
$1.23M - $1.37M
1.82K $111K
Jan 12, 2024 Q4 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
SELL
 -
-197
- 4.91%
$50.7K - $56.4K
3.81K $233K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

SELL
 -
-5.12K
- 52.36%
$1.32M - $1.46M
4.65K $284K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
16
New
$4.12K - $4.58K
16 $977
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
142
+ 4.33%
$36.5K - $40.7K
3.43K $209K
Q3 2023
Dec 05, 2024 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
3.87K
New
$1.04M - $1.11M
3.87K $236K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
44
New
$11.9K - $12.6K
44 $2.69K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
1.08K
New
$292K - $310K
1.08K $66.1K
Nov 15, 2023 Q3 2023
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-455
- 22.82%
$123K - $130K
1.54K $93.9K
Nov 14, 2023 Q3 2023
Kenfarb & Co.

Ashland, KY
SELL
 -
-100
- 9.72%
$27K - $28.6K
929 $56.7K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

SELL
 -
-120
- 25.53%
$32.4K - $34.4K
350 $21.4K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
26
New
$7.02K - $7.45K
26 $1.59K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
206
+ 7.68%
$55.6K - $59K
2.89K $176K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-900
- 53.7%
$243K - $258K
776 $47.4K
Nov 13, 2023 Q3 2023
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
589
+ 2.5%
$159K - $169K
24.2K $1.47M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
202
+ 21.22%
$54.6K - $57.9K
1.15K $70.4K
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
SELL
 -
-611
- 40.84%
$165K - $175K
885 $54K
Nov 09, 2023 Q3 2023
Slocum, Gordon & CO LLP

Newport, RI
BUY
 -
15
New
$4.05K - $4.3K
15 $916
Nov 08, 2023 Q3 2023
Argent Trust CO

Nashville, TN
BUY
 -
3.22K
New
$870K - $923K
3.22K $197K
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

SELL
 -
-686
- 43.67%
$185K - $196K
885 $54K
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

SELL
 -
-431
- 11.48%
$116K - $123K
3.32K $203K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-779
- 8.3%
$210K - $223K
8.61K $526K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
27
New
$7.29K - $7.73K
27 $1.65K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
SELL
 -
-161
- 43.05%
$43.5K - $46.1K
213 $13K
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
7
+ 0.87%
$1.89K - $2.01K
812 $49.6K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-78
- 3.91%
$21.1K - $22.3K
1.92K $117K
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
2
New
$540 - $573
2 $122
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
88
+ 1100.0%
$23.8K - $25.2K
96 $5.86K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
14
+ 1.23%
$3.78K - $4.01K
1.15K $70.1K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-27
- 2.21%
$7.29K - $7.73K
1.2K $72.9K
Oct 24, 2023 Q3 2023
Tcwp LLC

Tampa, FL
SELL
 -
-36
- 1.0%
$9.72K - $10.3K
3.57K $218K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
286
New
$77.2K - $81.9K
286 $17.5K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
159
New
$42.9K - $45.5K
159 $9.71K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
289
+ 12.93%
$78.1K - $82.8K
2.52K $154K
Oct 16, 2023 Q3 2023
One Advisory Partners, LLC

SELL
 -
-822
- 39.61%
$222K - $235K
1.25K $76.5K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
268
+ 36.61%
$72.4K - $76.8K
1K $61K
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

SELL
 -
-42
- 5.35%
$11.3K - $12K
743 $45.4K
Oct 10, 2023 Q3 2023
Contravisory Investment Management, Inc.

BUY
 -
2
New
$540 - $573
2 $122
Q2 2023
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-963
- 55.31%
$257K - $275K
778 $47.5K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
6
New
$1.6K - $1.71K
6 $366
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
808
New
$216K - $231K
808 $49.3K
Aug 14, 2023 Q2 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
90
+ 23.68%
$24K - $25.7K
470 $28.7K
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
SELL
 -
-277
- 8.74%
$74K - $79.1K
2.89K $176K
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
99
+ 12.28%
$26.4K - $28.3K
905 $55.2K
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
2
+ 0.21%
$534 - $571
966 $59K
Aug 11, 2023 Q2 2023
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
SELL
 -
-9K
- 18.0%
$2.4M - $2.57M
41K $2.5M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
50
New
$13.4K - $14.3K
50 $3.05K
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
177
+ 3.33%
$47.3K - $50.6K
5.49K $335K

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