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 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-787- 17.47% |
$42.8K - $46.4K
|
3.72K
$238K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.87K+ 26.79% |
$265K - $287K
|
23.1K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.03K+ 11.33% |
$56.1K - $60.8K
|
10.1K
$648K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-730- 0.89% |
$39.7K - $43K
|
81.7K
$5.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
45+ 0.33% |
$2.45K - $2.65K
|
13.8K
$880K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
277+ 1.41% |
$15.1K - $16.3K
|
20K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.73K- 2.46% |
$93.9K - $102K
|
68.5K
$4.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.47K- 49.92% |
$80.1K - $86.9K
|
1.48K
$94.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-621- 3.98% |
$33.8K - $36.6K
|
15K
$958K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-277- 4.52% |
$15.1K - $16.3K
|
5.85K
$374K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$54.4 - $59
|
471
$30.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-475- 74.8% |
$25.8K - $28K
|
160
$10.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-250- 12.5% |
$13.6K - $14.7K
|
1.75K
$112K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
500+ 5.65% |
$27.2K - $29.5K
|
9.35K
$597K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-175- 2.94% |
$9.51K - $10.3K
|
5.79K
$369K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
369New |
$20.1K - $21.8K
|
369
$23.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-324- 33.58% |
$17.6K - $19.1K
|
641
$40.9K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.37K- 6.76% |
$74.6K - $81K
|
19K
$1.21M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-385- 0.4% |
$20.9K - $22.7K
|
96.4K
$6.16M
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.78K- 7.45% |
$150K - $167K
|
34.5K
$2.2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-262K- 23.54% |
$14.1M - $15.8M
|
851K
$54.4M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-2.9K- 6.77% |
$156K - $174K
|
39.9K
$2.55M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
635+ 3.58% |
$34.3K - $38.2K
|
18.4K
$1.17M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
5.12KNew |
$276K - $308K
|
5.12K
$327K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.62K- 54.57% |
$303K - $338K
|
4.67K
$299K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$54K - $60.2K
|
1K
$63.9K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-150- 10.64% |
$8.1K - $9.03K
|
1.26K
$80.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
19+ 0.17% |
$1.03K - $1.14K
|
11K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-43- 1.18% |
$2.32K - $2.59K
|
3.61K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-226- 14.9% |
$12.2K - $13.6K
|
1.29K
$82.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
250New |
$13.5K - $15K
|
250
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
455+ 13.02% |
$24.6K - $27.4K
|
3.95K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-147- 0.92% |
$7.93K - $8.84K
|
15.8K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
152K+ 725.81% |
$8.18M - $9.12M
|
172K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 1.97% |
$4.64K - $5.17K
|
4.45K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
643+ 7.36% |
$34.7K - $38.7K
|
9.38K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 11.35% |
$93.4K - $104K
|
13.5K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.06K- 37.41% |
$219K - $244K
|
6.79K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.7K- 31.54% |
$146K - $162K
|
5.85K
$374K
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-14.5K- 53.16% |
$785K - $875K
|
12.8K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-420- 8.32% |
$22.7K - $25.3K
|
4.63K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.2K+ 25.61% |
$496K - $553K
|
45.1K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.64KNew |
$250K - $279K
|
4.64K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
140+ 0.98% |
$7.56K - $8.42K
|
14.4K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-140- 3.36% |
$7.56K - $8.42K
|
4.03K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.45K- 72.65% |
$240K - $268K
|
1.68K
$107K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-1.6K- 59.26% |
$86.4K - $96.3K
|
1.1K
$70.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-250- 76.92% |
$13.5K - $15K
|
75
$4.79K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.61K+ 284.6% |
$86.8K - $96.8K
|
2.17K
$139K
|
|