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 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
100+ 1.16% |
$5.44K - $5.9K
|
8.72K
$557K
|
|
|
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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.32% |
$544 - $590
|
3.18K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.13% |
$544 - $590
|
7.69K
$491K
|
|
|
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 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
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.25% |
$109 - $118
|
804
$51.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.67% |
$54.4 - $59
|
151
$9.64K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$54.4 - $59
|
3.98K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.19% |
$54.4 - $59
|
524
$33.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$54.4 - $59
|
1.83K
$117K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.33% |
$54.4 - $59
|
305
$19.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$54.4 - $59
|
471
$30.1K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
152K+ 725.81% |
$8.18M - $9.12M
|
172K
$11M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
29KNew |
$1.57M - $1.75M
|
29K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
12.2KNew |
$657K - $732K
|
12.2K
$777K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.2K+ 25.61% |
$496K - $553K
|
45.1K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
5.17K+ 32.85% |
$279K - $311K
|
20.9K
$1.34M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
5.12KNew |
$276K - $308K
|
5.12K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.64KNew |
$250K - $279K
|
4.64K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.3K+ 32.32% |
$232K - $259K
|
17.6K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.94KNew |
$105K - $117K
|
1.94K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.61K+ 284.6% |
$86.8K - $96.8K
|
2.17K
$139K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.6K+ 1772.22% |
$86.1K - $96K
|
1.69K
$108K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.37K+ 13.34% |
$74.2K - $82.7K
|
11.7K
$746K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$54K - $60.2K
|
1K
$63.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
885+ 10.55% |
$47.8K - $53.3K
|
9.28K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
643+ 7.36% |
$34.7K - $38.7K
|
9.38K
$599K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
635+ 3.58% |
$34.3K - $38.2K
|
18.4K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
500New |
$27K - $30.1K
|
500
$31.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
455+ 13.02% |
$24.6K - $27.4K
|
3.95K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
416+ 31.04% |
$22.5K - $25K
|
1.76K
$112K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
400New |
$21.6K - $24.1K
|
400
$25.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
381New |
$20.6K - $22.9K
|
381
$24.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
250New |
$13.5K - $15K
|
250
$16K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
250+ 18.62% |
$13.5K - $15K
|
1.59K
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
177New |
$9.55K - $10.7K
|
177
$11.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
140+ 0.98% |
$7.56K - $8.42K
|
14.4K
$920K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
125New |
$6.75K - $7.52K
|
125
$7.98K
|
|