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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
310+ 2.26% |
$16.9K - $18.3K
|
14K
$897K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
308+ 1.17% |
$16.7K - $18.2K
|
26.5K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
296+ 5.81% |
$16.1K - $17.5K
|
5.39K
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
292+ 1.69% |
$15.9K - $17.2K
|
17.6K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
285+ 1.45% |
$15.5K - $16.8K
|
19.9K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
277+ 1.41% |
$15.1K - $16.3K
|
20K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
274+ 1.57% |
$14.9K - $16.2K
|
17.8K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
252+ 5.66% |
$13.7K - $14.9K
|
4.7K
$300K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
246+ 10.58% |
$13.4K - $14.5K
|
2.57K
$164K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
225+ 5.31% |
$12.2K - $13.3K
|
4.46K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
224+ 4.08% |
$12.2K - $13.2K
|
5.71K
$365K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
215+ 4.24% |
$11.7K - $12.7K
|
5.28K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
212+ 2.69% |
$11.5K - $12.5K
|
8.1K
$517K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
209+ 1.48% |
$11.4K - $12.3K
|
14.4K
$918K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
179+ 5.14% |
$9.73K - $10.6K
|
3.66K
$234K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
174+ 1.17% |
$9.46K - $10.3K
|
15.1K
$963K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
174+ 2.56% |
$9.46K - $10.3K
|
6.97K
$445K
|
|
|
Nov 04, 2025
Q3 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
174+ 0.58% |
$9.46K - $10.3K
|
30K
$1.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
160+ 290.91% |
$8.7K - $9.43K
|
215
$13.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
150+ 1.01% |
$8.15K - $8.84K
|
15K
$958K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
148+ 2.95% |
$8.05K - $8.73K
|
5.16K
$330K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
144+ 0.87% |
$7.83K - $8.49K
|
16.7K
$1.06M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
136+ 2.02% |
$7.39K - $8.02K
|
6.86K
$438K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
125New |
$6.8K - $7.37K
|
125
$7.98K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
115New |
$6.25K - $6.78K
|
115
$7.35K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
105+ 2.79% |
$5.71K - $6.19K
|
3.87K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
102+ 0.1% |
$5.54K - $6.01K
|
103K
$6.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
100+ 1.16% |
$5.44K - $5.9K
|
8.72K
$557K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
78+ 0.42% |
$4.24K - $4.6K
|
18.5K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
45+ 0.33% |
$2.45K - $2.65K
|
13.8K
$880K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
42+ 0.63% |
$2.28K - $2.48K
|
6.66K
$425K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
37+ 0.27% |
$2.01K - $2.18K
|
13.8K
$881K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
28+ 0.57% |
$1.52K - $1.65K
|
4.93K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
27New |
$1.47K - $1.59K
|
27
$1.72K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
24+ 0.31% |
$1.3K - $1.42K
|
7.7K
$492K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
20+ 0.33% |
$1.09K - $1.18K
|
6.1K
$390K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
11+ 0.31% |
$598 - $649
|
3.6K
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$544 - $590
|
7.69K
$491K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.32% |
$544 - $590
|
3.18K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9+ 0.15% |
$489 - $531
|
5.97K
$381K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9+ 0.09% |
$489 - $531
|
9.96K
$636K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8+ 0.14% |
$435 - $472
|
5.74K
$367K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.17% |
$435 - $472
|
4.83K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.07% |
$272 - $295
|
6.92K
$442K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.27% |
$272 - $295
|
1.85K
$118K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.01% |
$272 - $295
|
43.6K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4+ 0.39% |
$217 - $236
|
1.02K
$65.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.03% |
$217 - $236
|
12.6K
$802K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3+ 0.38% |
$163 - $177
|
802
$51.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2+ 0.39% |
$109 - $118
|
514
$32.8K
|
|