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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-300- 4.01% |
$17.4K - $18.5K
|
7.19K
$439K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
507+ 281.67% |
$29.4K - $31.3K
|
687
$41.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-82- 1.6% |
$4.76K - $5.06K
|
5.03K
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
505New |
$29.3K - $31.2K
|
505
$30.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-2.27K- 6.72% |
$132K - $140K
|
31.5K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4.14KNew |
$240K - $256K
|
4.14K
$253K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
500New |
$29K - $30.9K
|
500
$30.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 3.0% |
$2.9K - $3.09K
|
1.62K
$98.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-300- 73.17% |
$17.4K - $18.5K
|
110
$6.71K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
350+ 7.45% |
$20.3K - $21.6K
|
5.05K
$308K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.14K- 11.04% |
$66.1K - $70.3K
|
9.18K
$560K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-158- 4.08% |
$9.17K - $9.76K
|
3.72K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2.57K- 42.86% |
$149K - $158K
|
3.42K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
112New |
$6.5K - $6.92K
|
112
$6.84K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.37KNew |
$312K - $332K
|
5.37K
$328K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-85- 0.81% |
$4.93K - $5.25K
|
10.4K
$634K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.83KNew |
$106K - $113K
|
1.83K
$112K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-613- 95.33% |
$35.6K - $37.9K
|
30
$1.83K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
220New |
$12.8K - $13.6K
|
220
$13.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
165New |
$9.58K - $10.2K
|
165
$10.1K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.86K+ 322.13% |
$478K - $2.43M
|
10.3K
$629K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.21K+ 400.1% |
$256K - $1.3M
|
5.26K
$321K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
540+ 400.0% |
$32.8K - $167K
|
675
$41.2K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.53KNew |
$397K - $2.02M
|
6.53K
$398K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
221+ 248.31% |
$13.4K - $68.5K
|
310
$18.9K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
668+ 400.0% |
$40.6K - $207K
|
835
$51K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.33K+ 400.0% |
$324K - $1.65M
|
6.66K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
5.33KNew |
$324K - $1.65M
|
5.33K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
600+ 400.0% |
$36.5K - $186K
|
750
$45.8K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.65K+ 400.09% |
$283K - $1.44M
|
5.82K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
16.1K+ 399.95% |
$980K - $4.99M
|
20.1K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24.3KNew |
$1.48M - $7.53M
|
24.3K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
250New |
$15.2K - $77.4K
|
250
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
276+ 400.0% |
$16.8K - $85.5K
|
345
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
125New |
$7.6K - $38.7K
|
125
$7.63K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.6K+ 400.0% |
$219K - $1.12M
|
4.5K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.67K+ 400.0% |
$102K - $518K
|
2.09K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.85K+ 327.74% |
$234K - $1.19M
|
5.03K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
800+ 400.0% |
$48.7K - $248K
|
1K
$61K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.26K+ 400.29% |
$502K - $2.56M
|
10.3K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
260+ 400.0% |
$15.8K - $80.5K
|
325
$19.8K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
712+ 400.0% |
$43.3K - $221K
|
890
$54.3K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.46K+ 400.0% |
$149K - $761K
|
3.07K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.5KNew |
$213K - $1.08M
|
3.5K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 400.0% |
$7.3K - $37.2K
|
150
$9.16K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
18.1K+ 387.39% |
$1.1M - $5.62M
|
22.8K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.62K+ 391.87% |
$220K - $1.12M
|
4.54K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2MNew |
$122M - $619M
|
2M
$122M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200+ 400.0% |
$12.2K - $62K
|
250
$15.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.4K+ 322.87% |
$2.7M - $13.8M
|
58.2K
$3.55M
|
|