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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
40New |
$2.33K - $2.51K
|
40
$2.55K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.25KNew |
$423K - $455K
|
7.25K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-80- 23.19% |
$4.67K - $5.02K
|
265
$16.9K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.05KNew |
$120K - $129K
|
2.05K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
3.3KNew |
$192K - $207K
|
3.3K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-325- 36.31% |
$19K - $20.4K
|
570
$36.4K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.32KNew |
$194K - $209K
|
3.32K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.37KNew |
$197K - $212K
|
3.37K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.75KNew |
$219K - $236K
|
3.75K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-185- 4.82% |
$10.8K - $11.6K
|
3.65K
$233K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-253- 2.78% |
$14.8K - $15.9K
|
8.86K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
250New |
$14.6K - $15.7K
|
250
$16K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
300New |
$17.5K - $18.8K
|
300
$19.2K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.89KNew |
$227K - $244K
|
3.89K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.35K- 37.67% |
$137K - $147K
|
3.89K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
CALL |
1.4KNew |
$81.6K - $87.9K
|
1.4K
$89.4K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.34KNew |
$195K - $210K
|
3.34K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
347New |
$20.2K - $21.8K
|
347
$22.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.2K+ 21.88% |
$70K - $75.3K
|
6.69K
$427K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-8.99K- 69.03% |
$524K - $564K
|
4.03K
$258K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
173K+ 104.36% |
$10.1M - $10.9M
|
340K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
85+ 2.09% |
$4.96K - $5.33K
|
4.16K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.46K- 30.61% |
$84.9K - $91.3K
|
3.3K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1K- 66.67% |
$58.3K - $62.8K
|
500
$31.9K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.04KNew |
$60.6K - $65.2K
|
1.04K
$66.4K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
2New |
$117 - $126
|
2
$128
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
6+ 0.15% |
$350 - $377
|
4.05K
$259K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
541+ 11.55% |
$31.6K - $34K
|
5.23K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.58K- 14.62% |
$92.1K - $99.2K
|
9.23K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-15- 0.2% |
$875 - $941
|
7.67K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 13.27% |
$58.3K - $62.8K
|
6.54K
$417K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-334- 5.8% |
$19.5K - $21K
|
5.43K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.94% |
$58.3 - $62.8
|
107
$6.83K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.73KNew |
$217K - $234K
|
3.73K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
225New |
$13.1K - $14.1K
|
225
$14.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3.6KNew |
$210K - $226K
|
3.6K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.39KNew |
$198K - $213K
|
3.39K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-936- 17.21% |
$54.6K - $58.7K
|
4.5K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.9KNew |
$812K - $874K
|
13.9K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-70- 63.64% |
$4.08K - $4.39K
|
40
$2.55K
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-850- 2.13% |
$49.6K - $53.3K
|
39K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 24.09% |
$70.4K - $75.8K
|
3.8K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-850- 62.96% |
$49.6K - $53.3K
|
500
$31.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-67- 1.92% |
$3.91K - $4.2K
|
3.43K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-128- 50.0% |
$7.46K - $8.03K
|
128
$8.18K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
1.62K+ 6.53% |
$94.5K - $102K
|
26.4K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
53.8K+ 1471.42% |
$3.13M - $3.37M
|
57.4K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.48KNew |
$203K - $218K
|
3.48K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-37- 3.08% |
$2.16K - $2.32K
|
1.16K
$74.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-659- 70.18% |
$38.4K - $41.4K
|
280
$17.9K
|
|