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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 5.45% |
$26.7K - $28.6K
|
1.74K
$106K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
75New |
$20K - $21.4K
|
75
$4.58K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.15KNew |
$1.64M - $1.76M
|
6.15K
$375K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4- 0.37% |
$1.07K - $1.14K
|
1.08K
$65.7K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-15- 41.67% |
$4.01K - $4.29K
|
21
$1.28K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
47+ 24.1% |
$12.6K - $13.4K
|
242
$14.8K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
716New |
$191K - $205K
|
716
$43.7K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-120- 91.6% |
$32.1K - $34.3K
|
11
$671
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
13New |
$3.47K - $3.71K
|
13
$794
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 113.64% |
$6.68K - $7.14K
|
47
$2.87K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
24New |
$6.41K - $6.86K
|
24
$1.46K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
852New |
$228K - $243K
|
852
$52K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$26.7K - $28.6K
|
100
$6.1K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
79New |
$21.1K - $22.6K
|
79
$4.82K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
861New |
$230K - $246K
|
861
$52.6K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
41+ 4.95% |
$11K - $11.7K
|
870
$53.1K
|
|
Q1 2023 | |||||||
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-39- 57.35% |
$10.2K - $11.1K
|
29
$1.77K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-301- 96.17% |
$78.5K - $85.4K
|
12
$732
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.47KNew |
$383K - $417K
|
1.47K
$89.7K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$2.61K - $2.84K
|
10
$610
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
688New |
$179K - $195K
|
688
$42K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 0.86% |
$4.17K - $4.54K
|
1.85K
$113K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.1K+ 32.44% |
$548K - $597K
|
8.59K
$524K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.83KNew |
$998K - $1.09M
|
3.83K
$234K
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-431- 29.7% |
$112K - $122K
|
1.02K
$62.3K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.46K+ 2918.0% |
$380K - $414K
|
1.51K
$92.1K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
65New |
$16.9K - $18.4K
|
65
$3.97K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.01K- 49.98% |
$262K - $286K
|
1.01K
$61.5K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
785New |
$205K - $223K
|
785
$47.9K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.41KNew |
$366K - $399K
|
1.41K
$85.8K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-22- 45.83% |
$5.73K - $6.24K
|
26
$1.59K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21- 3.16% |
$5.47K - $5.96K
|
644
$39.3K
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.11% |
$261 - $284
|
941
$57.4K
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-716- 45.58% |
$187K - $203K
|
855
$52.2K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
19New |
$4.95K - $5.39K
|
19
$1.16K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$521 - $567
|
2
$122
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
21New |
$5.47K - $5.96K
|
21
$1.28K
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.78KNew |
$724K - $788K
|
2.78K
$170K
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-14- 1.86% |
$3.65K - $3.97K
|
738
$45K
|
|
Q4 2022 | |||||||
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.57KNew |
$80.1K - $458K
|
1.57K
$96.1K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
3.9KNew |
$198K - $1.14M
|
3.9K
$238K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
23New |
$1.17K - $6.7K
|
23
$1.4K
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10+ 1.1% |
$509 - $2.91K
|
915
$55.9K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-151- 3.73% |
$7.69K - $44K
|
3.9K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27+ 3.03% |
$1.37K - $7.86K
|
918
$56K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1New |
$50.9 - $291
|
1
$61
|
|
Feb 14, 2023
Q4 2022
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
55.8KNew |
$2.84M - $16.2M
|
55.8K
$3.4M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-233- 5.13% |
$11.9K - $67.8K
|
4.31K
$263K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$50.9K - $291K
|
1K
$61K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
4.31KNew |
$219K - $1.25M
|
4.31K
$263K
|