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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-14- 1.79% |
$756 - $842
|
770
$49.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-1.7K- 30.69% |
$91.7K - $102K
|
3.84K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-419- 74.82% |
$22.6K - $25.2K
|
141
$9.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
12.2KNew |
$657K - $732K
|
12.2K
$777K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.94KNew |
$105K - $117K
|
1.94K
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-53- 0.49% |
$2.86K - $3.19K
|
10.7K
$686K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.37K+ 13.34% |
$74.2K - $82.7K
|
11.7K
$746K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
250+ 18.62% |
$13.5K - $15K
|
1.59K
$102K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 4.2% |
$10.8K - $12K
|
4.56K
$291K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1K- 6.42% |
$54.1K - $60.3K
|
14.6K
$933K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
100New |
$5.4K - $6.02K
|
100
$6.39K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-17- 0.4% |
$917 - $1.02K
|
4.19K
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-315- 5.68% |
$17K - $19K
|
5.23K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-30- 0.65% |
$1.62K - $1.81K
|
4.56K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
29KNew |
$1.57M - $1.75M
|
29K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-268- 5.21% |
$14.5K - $16.1K
|
4.88K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-940- 20.52% |
$50.7K - $56.6K
|
3.64K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-325- 4.88% |
$17.5K - $19.6K
|
6.34K
$405K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-390- 60.94% |
$21K - $23.5K
|
250
$16K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
125New |
$6.75K - $7.52K
|
125
$7.98K
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.27K- 4.86% |
$123K - $137K
|
44.4K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
416+ 31.04% |
$22.5K - $25K
|
1.76K
$112K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
364+ 98.38% |
$19.6K - $21.9K
|
734
$46.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.3K+ 32.32% |
$232K - $259K
|
17.6K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.6K+ 1772.22% |
$86.1K - $96K
|
1.69K
$108K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
25New |
$1.35K - $1.5K
|
25
$1.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-167- 4.49% |
$9.01K - $10K
|
3.55K
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4+ 400.0% |
$216 - $241
|
5
$319
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
100+ 60.61% |
$5.4K - $6.02K
|
265
$16.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 2.06% |
$2.7K - $3.01K
|
2.38K
$152K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$21.6K - $24.1K
|
400
$25.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-125- 2.22% |
$6.75K - $7.52K
|
5.5K
$351K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-695- 30.02% |
$37.5K - $41.8K
|
1.62K
$103K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
381New |
$20.6K - $22.9K
|
381
$24.3K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
177New |
$9.55K - $10.7K
|
177
$11.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
500New |
$27K - $30.1K
|
500
$31.9K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.5K- 26.46% |
$81K - $90.3K
|
4.17K
$266K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.55% |
$54 - $60.2
|
182
$11.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-367- 36.16% |
$19.8K - $22.1K
|
648
$41.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
5.17K+ 32.85% |
$279K - $311K
|
20.9K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-14.8K- 63.63% |
$800K - $892K
|
8.47K
$541K
|
|