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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10New |
$509 - $2.91K
|
10
$610
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.2K - $58.2K
|
200
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Gunderson Capital Management Inc.
|
BUY
|
- |
810New |
$41.2K - $236K
|
810
$49.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
711New |
$36.2K - $207K
|
711
$43.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
100+ 100.0% |
$5.09K - $29.1K
|
200
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
35.8KNew |
$1.82M - $10.4M
|
35.8K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-52- 92.86% |
$2.65K - $15.1K
|
4
$244
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-50- 4.05% |
$2.55K - $14.6K
|
1.18K
$72.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-210- 15.99% |
$10.7K - $61.1K
|
1.1K
$67.3K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
734New |
$37.4K - $214K
|
734
$44.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-216- 8.98% |
$11K - $62.9K
|
2.19K
$134K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.99K- 48.18% |
$203K - $1.16M
|
4.29K
$262K
|
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
724New |
$36.9K - $211K
|
724
$44.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-17- 2.11% |
$865 - $4.95K
|
789
$48.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
733New |
$37.3K - $213K
|
733
$44.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-81- 4.65% |
$4.12K - $23.6K
|
1.66K
$101K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.09% |
$50.9 - $291
|
1.12K
$68.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.39KNew |
$70.6K - $404K
|
1.39K
$84.7K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-73- 2.58% |
$3.72K - $21.3K
|
2.75K
$168K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 34.57% |
$66.1K - $378K
|
5.06K
$309K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
55New |
$2.8K - $16K
|
55
$3.36K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
19New |
$967 - $5.53K
|
19
$1.16K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
765New |
$38.9K - $223K
|
765
$46.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20New |
$1.02K - $5.82K
|
20
$1.22K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
70New |
$3.56K - $20.4K
|
70
$4.27K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
717+ 219.27% |
$36.2K - $202K
|
1.04K
$63.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
21.7K+ 185.19% |
$1.1M - $6.13M
|
33.5K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
684New |
$34.6K - $193K
|
684
$41.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.43% |
$50.5 - $282
|
233
$14.2K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
28.2K+ 108.09% |
$1.42M - $7.95M
|
54.3K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-260- 23.32% |
$13.1K - $73.3K
|
855
$52.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-747Closed |
$37.8K - $211K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-77- 7.28% |
$3.89K - $21.7K
|
980
$59.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-25- 11.74% |
$1.26K - $7.05K
|
188
$11.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
10.1KNew |
$510K - $2.85M
|
10.1K
$616K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
15+ 0.07% |
$758 - $4.23K
|
22K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-394- 25.72% |
$19.9K - $111K
|
1.14K
$69.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
5.37KNew |
$272K - $1.51M
|
5.37K
$328K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-20- 0.51% |
$1.01K - $5.64K
|
3.9K
$238K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-26- 2.6% |
$1.31K - $7.33K
|
975
$59.5K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
737+ 89.12% |
$37.2K - $208K
|
1.56K
$95.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.99K+ 355.17% |
$201K - $1.12M
|
5.11K
$312K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-174- 16.71% |
$8.79K - $49K
|
867
$52.9K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26- 4.94% |
$1.31K - $7.33K
|
500
$30.5K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-33Closed |
$8.24K - $9.9K
|
0
$0
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-250Closed |
$62.4K - $75K
|
0
$0
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1.17KClosed |
$292K - $351K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-102Closed |
$25.5K - $30.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-698Closed |
$174K - $209K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-335- 19.02% |
$83.7K - $101K
|
1.43K
$87K
|
|