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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-145- 0.4% |
$7.88K - $8.55K
|
35.9K
$2.29M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-185- 2.99% |
$10.1K - $10.9K
|
6K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 24.74% |
$135K - $146K
|
7.55K
$482K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
1.44K+ 2.61% |
$78.3K - $85K
|
56.7K
$3.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-729- 6.47% |
$39.6K - $43K
|
10.5K
$673K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
969+ 13.9% |
$52.7K - $57.1K
|
7.94K
$507K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
125New |
$6.8K - $7.37K
|
125
$7.98K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
100+ 1.16% |
$5.44K - $5.9K
|
8.72K
$557K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-199- 4.04% |
$10.8K - $11.7K
|
4.73K
$302K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.01% |
$272 - $295
|
43.6K
$2.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-226- 2.16% |
$12.3K - $13.3K
|
10.2K
$653K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.96K+ 4.54% |
$270K - $292K
|
114K
$7.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-122- 0.6% |
$6.63K - $7.19K
|
20.3K
$1.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.9K+ 5.48% |
$103K - $112K
|
36.5K
$2.33M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
870New |
$47.3K - $51.3K
|
870
$55.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.69K- 98.14% |
$91.6K - $99.3K
|
32
$2.04K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-91- 1.81% |
$4.95K - $5.37K
|
4.93K
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-529- 1.09% |
$28.8K - $31.2K
|
48K
$3.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-950- 7.06% |
$51.6K - $56K
|
12.5K
$798K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
385New |
$20.9K - $22.7K
|
385
$24.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-40- 0.72% |
$2.17K - $2.36K
|
5.54K
$354K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$54.4 - $59
|
3.98K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-513- 1.48% |
$27.9K - $30.2K
|
34.3K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
308+ 1.17% |
$16.7K - $18.2K
|
26.5K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.92KNew |
$213K - $231K
|
3.92K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.72K- 2.05% |
$528K - $573K
|
465K
$29.7M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
148+ 2.95% |
$8.05K - $8.73K
|
5.16K
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-748- 4.65% |
$40.7K - $44.1K
|
15.3K
$979K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$54.4 - $59
|
524
$33.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
215+ 4.24% |
$11.7K - $12.7K
|
5.28K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.49K+ 28.82% |
$244K - $264K
|
20.1K
$1.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
28+ 0.57% |
$1.52K - $1.65K
|
4.93K
$315K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.03% |
$217 - $236
|
12.6K
$802K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
274+ 1.57% |
$14.9K - $16.2K
|
17.8K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.57K- 12.9% |
$140K - $152K
|
17.4K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
615New |
$33.4K - $36.3K
|
615
$39.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.83K+ 32.46% |
$99.4K - $108K
|
7.46K
$477K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
565+ 12.79% |
$30.7K - $33.3K
|
4.98K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 11.9% |
$57.9K - $62.8K
|
7.88K
$503K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$54.4 - $59
|
1.83K
$117K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.1K- 31.78% |
$169K - $183K
|
6.66K
$426K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.51KNew |
$191K - $207K
|
3.51K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-195- 2.91% |
$10.6K - $11.5K
|
6.51K
$415K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.51KNew |
$191K - $207K
|
3.51K
$224K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-698- 9.67% |
$37.9K - $41.2K
|
6.52K
$417K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.01K- 3.01% |
$54.9K - $59.5K
|
32.5K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$54.4 - $59
|
305
$19.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.8K- 84.07% |
$2.76M - $2.99M
|
9.63K
$615K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
433+ 3.57% |
$23.5K - $25.5K
|
12.6K
$803K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
78+ 0.42% |
$4.24K - $4.6K
|
18.5K
$1.18M
|
|