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, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.1KNew |
$187K - $206K
|
3.1K
$189K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1K- 21.05% |
$60.3K - $66.4K
|
3.75K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.05% |
$121 - $133
|
4.24K
$259K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.38% |
$181 - $199
|
792
$48.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
13.5KNew |
$811K - $893K
|
13.5K
$821K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.03% |
$60.3 - $66.4
|
3.44K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
881+ 1.72% |
$53.1K - $58.5K
|
52.1K
$3.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 14.1% |
$944K - $1.04M
|
95.4K
$5.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.63% |
$60.3 - $66.4
|
160
$9.77K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
219K+ 6271.65% |
$13.2M - $14.6M
|
223K
$13.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 1.46% |
$6.03K - $6.64K
|
6.75K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 3.17% |
$15.1K - $16.6K
|
7.63K
$465K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-867- 53.52% |
$52.3K - $57.6K
|
753
$46K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-16.8K- 4.27% |
$1.01M - $1.12M
|
377K
$23M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 4.57% |
$1.12M - $1.24M
|
388K
$23.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.7K- 3.44% |
$888K - $977K
|
413K
$25.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
3.16KNew |
$190K - $210K
|
3.16K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-336- 0.1% |
$20.3K - $22.3K
|
327K
$20M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-868- 21.78% |
$52.3K - $57.6K
|
3.12K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1- 0.01% |
$60.3 - $66.4
|
9.77K
$596K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
600New |
$36.2K - $39.8K
|
600
$36.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-629- 14.87% |
$37.9K - $41.8K
|
3.6K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$60.3 - $66.4
|
301
$18.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-910- 5.4% |
$54.9K - $60.4K
|
15.9K
$973K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.7K+ 205.65% |
$1.07M - $1.18M
|
26.3K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.37KNew |
$324K - $357K
|
5.37K
$328K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2K+ 100.0% |
$121K - $133K
|
4K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
480+ 19.67% |
$28.9K - $31.9K
|
2.92K
$178K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.13KNew |
$188K - $207K
|
3.13K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.83KNew |
$593K - $652K
|
9.83K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
193+ 2.33% |
$11.6K - $12.8K
|
8.47K
$517K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-153- 7.18% |
$9.22K - $10.2K
|
1.98K
$121K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
672+ 15.25% |
$40.5K - $44.6K
|
5.08K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
380+ 89.41% |
$22.9K - $25.2K
|
805
$49.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2KNew |
$121K - $133K
|
2K
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.5KNew |
$631K - $695K
|
10.5K
$639K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.15K- 19.07% |
$69.3K - $76.3K
|
4.88K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.53K+ 6.5% |
$92K - $101K
|
25K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
122+ 2.08% |
$7.36K - $8.1K
|
5.99K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-140- 3.6% |
$8.44K - $9.29K
|
3.75K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3+ 0.07% |
$181 - $199
|
4.18K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 3.4% |
$90.7K - $99.8K
|
45.7K
$2.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-506- 13.94% |
$30.5K - $33.6K
|
3.13K
$191K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$362 - $398
|
3.38K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-194- 0.99% |
$11.7K - $12.9K
|
19.3K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-125- 0.6% |
$7.54K - $8.3K
|
20.6K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
785New |
$47.3K - $52.1K
|
785
$47.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3+ 0.02% |
$181 - $199
|
16.7K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.59K+ 23.8% |
$96.1K - $106K
|
8.29K
$506K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-91- 0.99% |
$5.49K - $6.04K
|
9.11K
$556K
|