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 05, 2020
Q2 2020
|
First Hawaiian Bank
|
SELL
|
- |
-5.38KClosed |
$971K - $1.2M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sawyer & Company, Inc
|
SELL
|
- |
-75Closed |
$13.5K - $16.7K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-67Closed |
$12.1K - $14.9K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-67Closed |
$12.1K - $14.9K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-75Closed |
$13.5K - $16.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14Closed |
$2.22K - $3.1K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.07KClosed |
$170K - $237K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.98KClosed |
$472K - $659K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-377Closed |
$59.8K - $83.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.93KClosed |
$624K - $871K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-509Closed |
$80.7K - $113K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Tredje Ap Fonden
|
SELL
|
- |
-416KClosed |
$66M - $92.2M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.84KClosed |
$450K - $629K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.35KClosed |
$373K - $521K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.04KClosed |
$165K - $230K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-14.5KClosed |
$2.3M - $3.21M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-120Closed |
$19K - $26.6K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Regions Financial Corp
|
SELL
|
- |
-1.46KClosed |
$232K - $324K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-230Closed |
$36.5K - $51K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-100Closed |
$18.4K - $21.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Darwin Advisors, LLC
|
BUY
|
- |
1.03KNew |
$190K - $224K
|
1.03K
$62.9K
|
|
|
Feb 14, 2020
Q4 2019
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-200Closed |
$36.9K - $43.4K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-110Closed |
$20.3K - $23.9K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.22KClosed |
$224K - $264K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-20Closed |
$3.69K - $4.34K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-235Closed |
$43.3K - $51K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-52Closed |
$9.59K - $11.3K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-2.05KClosed |
$378K - $445K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-35Closed |
$6.45K - $7.6K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
First National Corp
|
SELL
|
- |
-1.11KClosed |
$205K - $241K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-462Closed |
$85.2K - $100K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-308Closed |
$56.8K - $66.8K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
American National Bank
|
SELL
|
- |
-10Closed |
$1.84K - $2.17K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-265Closed |
$48.9K - $57.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-72Closed |
$13.5K - $14.3K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-106Closed |
$19.9K - $21.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
716New |
$134K - $142K
|
716
$43.7K
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-96Closed |
$18K - $19.1K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
700New |
$131K - $139K
|
700
$42.7K
|
|
|
Oct 31, 2019
Q3 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-187Closed |
$35K - $37.2K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-485Closed |
$90.8K - $96.4K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-572- 87.06% |
$107K - $114K
|
85
$5.19K
|
|
|
Oct 24, 2019
Q3 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-50Closed |
$9.37K - $9.94K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-18Closed |
$3.37K - $3.58K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1Closed |
$181 - $197
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-24.6KClosed |
$4.45M - $4.86M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-100Closed |
$18.1K - $19.7K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-171Closed |
$30.9K - $33.7K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.01KClosed |
$543K - $593K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-400Closed |
$72.3K - $78.9K
|
0
$0
|
|