Latest Institutional Purchases of Ishares Tr (IYH)
This list provides information on the latest institutional transactions involving Ishares Tr (IYH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
144KNew |
$8.64M - $9.28M
|
144K
$9.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
110KNew |
$6.57M - $7.06M
|
110K
$7.02M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
90.9K+ 9109.82% |
$5.44M - $5.84M
|
91.9K
$5.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
53.7K+ 1291.05% |
$3.21M - $3.45M
|
57.8K
$3.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
44.4KNew |
$2.66M - $2.85M
|
44.4K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
39.1KNew |
$2.34M - $2.51M
|
39.1K
$2.5M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
24.8KNew |
$1.48M - $1.59M
|
24.8K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
20KNew |
$1.19M - $1.28M
|
20K
$1.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
19.1KNew |
$1.14M - $1.23M
|
19.1K
$1.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
16.2KNew |
$968K - $1.04M
|
16.2K
$1.03M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 9.7% |
$936K - $1.01M
|
177K
$11.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
13.6K+ 268.8% |
$815K - $876K
|
18.7K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
12.6KNew |
$752K - $808K
|
12.6K
$803K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
6.5KNew |
$389K - $418K
|
6.5K
$415K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.18KNew |
$310K - $333K
|
5.18K
$331K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
5KNew |
$299K - $321K
|
5K
$319K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.65K+ 15.83% |
$218K - $235K
|
26.7K
$1.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.31KNew |
$198K - $212K
|
3.31K
$211K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
3.15KNew |
$188K - $203K
|
3.15K
$201K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.09KNew |
$185K - $199K
|
3.09K
$198K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.99K+ 24.88% |
$119K - $128K
|
9.96K
$636K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.9KNew |
$114K - $122K
|
1.9K
$121K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.2K+ 4.72% |
$72K - $77.4K
|
26.7K
$1.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.12K+ 7.31% |
$67K - $72K
|
16.4K
$1.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1KNew |
$59.8K - $64.3K
|
1K
$63.9K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
927+ 14.21% |
$55.5K - $59.6K
|
7.45K
$476K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
780New |
$46.7K - $50.1K
|
780
$49.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
731+ 7.21% |
$43.7K - $47K
|
10.9K
$695K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
180New |
$10.8K - $11.6K
|
180
$11.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
176+ 1.21% |
$10.5K - $11.3K
|
14.7K
$938K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
163+ 4.2% |
$9.75K - $10.5K
|
4.05K
$258K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
124+ 2.08% |
$7.42K - $7.97K
|
6.1K
$389K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
70+ 1.48% |
$4.19K - $4.5K
|
4.8K
$307K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
43+ 0.31% |
$2.57K - $2.76K
|
14.1K
$900K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
28+ 0.36% |
$1.68K - $1.8K
|
7.73K
$493K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
13+ 0.36% |
$778 - $836
|
3.62K
$231K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.34% |
$479 - $514
|
2.35K
$150K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.14% |
$419 - $450
|
4.94K
$315K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.09% |
$359 - $386
|
6.93K
$442K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2+ 0.01% |
$120 - $129
|
20K
$1.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2New |
$120 - $129
|
2
$128
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.02% |
$120 - $129
|
8.75K
$559K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$59.8 - $64.3
|
9.4K
$601K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.07% |
$59.8 - $64.3
|
1.48K
$94.5K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
933KNew |
$50.7M - $55M
|
933K
$59.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
634KNew |
$34.5M - $37.4M
|
634K
$40.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
168KNew |
$9.12M - $9.9M
|
168K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
123K+ 10.98% |
$6.69M - $7.25M
|
1.24M
$79.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
88K+ 4.17% |
$4.78M - $5.19M
|
2.2M
$141M
|
|
|
Nov 13, 2025
Q3 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
43.4K+ 16.38% |
$2.36M - $2.56M
|
309K
$19.7M
|
|