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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-242Closed |
$60.9K - $66.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-50Closed |
$12K - $12.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-258Closed |
$61.9K - $66.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
SELL
|
- |
-115Closed |
$27.6K - $29.7K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.5KClosed |
$1.08M - $1.16M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.41KClosed |
$577K - $622K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-10Closed |
$2.4K - $2.58K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-16.1KClosed |
$3.86M - $4.16M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.01KClosed |
$482K - $519K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-65Closed |
$15.6K - $16.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-15.2KClosed |
$3.64M - $3.92M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-147Closed |
$35.3K - $38K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-134Closed |
$32.1K - $34.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-487Closed |
$117K - $126K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.43KClosed |
$344K - $370K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-37Closed |
$8.88K - $9.56K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-24.6KClosed |
$5.91M - $6.36M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-195Closed |
$46.8K - $50.4K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-886Closed |
$213K - $229K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-42Closed |
$9.22K - $10.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-620Closed |
$136K - $152K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-961Closed |
$211K - $236K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-75Closed |
$16.5K - $18.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
BUY
|
- |
860New |
$189K - $211K
|
860
$52.5K
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
958+ 5635.29% |
$210K - $236K
|
975
$59.5K
|
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-1.06KClosed |
$233K - $260K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
67New |
$14.7K - $16.5K
|
67
$4.09K
|
|
| Q3 2020 | |||||||
|
Dec 09, 2020
Q3 2020
|
Advisory Resource Group
|
SELL
|
- |
-1.72KClosed |
$373K - $402K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-7.2KClosed |
$1.56M - $1.69M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2Closed |
$435 - $469
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-456Closed |
$99.1K - $107K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-368Closed |
$80K - $86.2K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-48Closed |
$10.4K - $11.2K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.11KClosed |
$1.54M - $1.67M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-50Closed |
$10.9K - $11.7K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-19Closed |
$4.13K - $4.45K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-50Closed |
$10.9K - $11.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
55+ 3.09% |
$9.94K - $12.2K
|
1.83K
$112K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-405Closed |
$73.2K - $90.1K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-55Closed |
$9.94K - $12.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-450Closed |
$81.3K - $100K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-355Closed |
$64.1K - $79K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-88Closed |
$15.9K - $19.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-51Closed |
$9.21K - $11.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
300New |
$54.2K - $66.7K
|
300
$18.3K
|
|
|
Aug 13, 2020
Q2 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-42Closed |
$7.59K - $9.34K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
711New |
$128K - $158K
|
711
$43.4K
|
|
|
Aug 12, 2020
Q2 2020
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-13KClosed |
$2.35M - $2.89M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.63KClosed |
$294K - $363K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.29KClosed |
$233K - $287K
|
0
$0
|
|