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 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-250- 6.25% |
$15.1K - $16.6K
|
3.75K
$229K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-14- 21.54% |
$813 - $865
|
51
$3.11K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$58.1 - $61.8
|
780
$47.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
316+ 400.0% |
$18.3K - $19.5K
|
395
$24.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.91K- 25.1% |
$459K - $488K
|
23.6K
$1.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.2K- 7.66% |
$128K - $136K
|
26.5K
$1.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.13K- 24.95% |
$182K - $193K
|
9.42K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.17KNew |
$300K - $319K
|
5.17K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.73KNew |
$217K - $230K
|
3.73K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.46K- 21.54% |
$201K - $214K
|
12.6K
$769K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 8.33% |
$1.45K - $1.54K
|
275
$16.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-325- 3.54% |
$18.9K - $20.1K
|
8.86K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$697 - $741
|
12
$732
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.5K+ 296.14% |
$4.15M - $4.42M
|
95.7K
$5.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1K+ 26.25% |
$58.1K - $61.8K
|
4.81K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
30New |
$1.74K - $1.85K
|
30
$1.83K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
26.1KNew |
$1.51M - $1.61M
|
26.1K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-842- 1.5% |
$48.9K - $52K
|
55.3K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
75+ 1.96% |
$4.35K - $4.63K
|
3.9K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
122+ 1.96% |
$7.08K - $7.53K
|
6.34K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.23K- 14.43% |
$71.6K - $76.1K
|
7.31K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.38KNew |
$312K - $332K
|
5.38K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$584K - $621K
|
10.1K
$614K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-100- 20.0% |
$5.81K - $6.18K
|
400
$24.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1K- 58.7% |
$58.2K - $61.9K
|
705
$43K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.36KNew |
$78.7K - $83.7K
|
1.36K
$82.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.5KNew |
$261K - $278K
|
4.5K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
675+ 6.31% |
$39.2K - $41.7K
|
11.4K
$694K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 16.46% |
$77.6K - $82.5K
|
9.45K
$577K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-226- 3.23% |
$13.1K - $14K
|
6.78K
$414K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.82KNew |
$454K - $483K
|
7.82K
$478K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-815- 8.23% |
$47.3K - $50.3K
|
9.09K
$555K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
565New |
$32.8K - $34.9K
|
565
$34.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
330New |
$19.2K - $20.4K
|
330
$20.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
647+ 12.94% |
$37.6K - $40K
|
5.65K
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
807New |
$46.8K - $49.8K
|
807
$49.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
179+ 4.59% |
$10.4K - $11.1K
|
4.08K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.89K+ 30.24% |
$110K - $117K
|
8.14K
$497K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.08K- 47.11% |
$237K - $252K
|
4.58K
$280K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
550+ 1279.07% |
$31.9K - $34K
|
593
$36.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-114- 31.67% |
$6.62K - $7.04K
|
246
$15K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-425- 3.29% |
$24.7K - $26.2K
|
12.5K
$762K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-317- 1.04% |
$18.4K - $19.6K
|
30K
$1.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-24- 0.44% |
$1.39K - $1.48K
|
5.38K
$328K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-380- 8.14% |
$22.1K - $23.5K
|
4.29K
$262K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
67New |
$3.89K - $4.14K
|
67
$4.09K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 1.76% |
$4.06K - $4.32K
|
4.05K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.22% |
$58.1 - $61.8
|
456
$27.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-791- 14.71% |
$45.9K - $48.8K
|
4.59K
$280K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.22K- 32.1% |
$129K - $137K
|
4.69K
$286K
|
|