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 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
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-126- 1.31% |
$6.85K - $7.43K
|
9.52K
$608K
|
|
|
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
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-759- 1.06% |
$41.3K - $44.8K
|
71K
$4.54M
|
|
|
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
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$109 - $118
|
8.75K
$559K
|
|
|
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 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.36K- 33.6% |
$183K - $198K
|
6.64K
$424K
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
11+ 0.31% |
$598 - $649
|
3.6K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 0.09% |
$489 - $531
|
9.96K
$636K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-179- 3.22% |
$9.73K - $10.6K
|
5.39K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-422- 1.63% |
$22.9K - $24.9K
|
25.5K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-200- 74.91% |
$10.9K - $11.8K
|
67
$4.28K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
310+ 2.26% |
$16.9K - $18.3K
|
14K
$897K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-259- 2.68% |
$14.1K - $15.3K
|
9.4K
$601K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.88KNew |
$211K - $229K
|
3.88K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
144+ 0.87% |
$7.83K - $8.49K
|
16.7K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-805- 14.17% |
$43.8K - $47.5K
|
4.88K
$311K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2K- 50.0% |
$109K - $118K
|
2K
$128K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.73K- 87.71% |
$94.3K - $102K
|
243
$15.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 446.42% |
$546K - $592K
|
12.3K
$785K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-612- 10.54% |
$33.3K - $36.1K
|
5.19K
$332K
|
|