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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
330New |
$19.2K - $20.4K
|
330
$19.5K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
316+ 400.0% |
$18.3K - $19.5K
|
395
$23.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
220New |
$12.8K - $13.6K
|
220
$13K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
179+ 4.59% |
$10.4K - $11.1K
|
4.08K
$241K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
165New |
$9.58K - $10.2K
|
165
$9.74K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
122+ 1.96% |
$7.08K - $7.53K
|
6.34K
$374K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
112New |
$6.5K - $6.92K
|
112
$6.61K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
75+ 1.96% |
$4.35K - $4.63K
|
3.9K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 1.76% |
$4.06K - $4.32K
|
4.05K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
67New |
$3.89K - $4.14K
|
67
$3.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
30New |
$1.74K - $1.85K
|
30
$1.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$697 - $741
|
12
$709
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$58.1 - $61.8
|
780
$46.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.22% |
$58.1 - $61.8
|
456
$26.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2MNew |
$122M - $619M
|
2M
$118M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.2K+ 1161.84% |
$5.61M - $28.6M
|
100K
$5.91M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
48.5K+ 378.51% |
$2.95M - $15M
|
61.3K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.4K+ 322.87% |
$2.7M - $13.8M
|
58.2K
$3.43M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
34.2K+ 562.33% |
$2.08M - $10.6M
|
40.3K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
33.2K+ 402.59% |
$2.02M - $10.3M
|
41.5K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24.3KNew |
$1.48M - $7.53M
|
24.3K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
23.3K+ 359.93% |
$1.42M - $7.22M
|
29.8K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
23.3K+ 400.0% |
$1.42M - $7.22M
|
29.1K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
20.2K+ 407.7% |
$1.23M - $6.25M
|
25.1K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
19.8K+ 400.0% |
$1.2M - $6.13M
|
24.8K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
18.1K+ 387.39% |
$1.1M - $5.62M
|
22.8K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
16.5KNew |
$1M - $5.11M
|
16.5K
$974K
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
16.1K+ 399.95% |
$980K - $4.99M
|
20.1K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
12.9K+ 390.66% |
$783K - $3.99M
|
16.2K
$955K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
12.6K+ 400.0% |
$769K - $3.92M
|
15.8K
$933K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.4K+ 400.0% |
$694K - $3.54M
|
14.3K
$843K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.3KNew |
$689K - $3.51M
|
11.3K
$669K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 524.34% |
$617K - $3.14M
|
12.1K
$713K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
9.66K+ 400.0% |
$588K - $2.99M
|
12.1K
$713K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
9.37KNew |
$570K - $2.9M
|
9.37K
$553K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.1K+ 397.6% |
$554K - $2.82M
|
11.4K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.26K+ 400.29% |
$502K - $2.56M
|
10.3K
$609K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.12K+ 416.89% |
$494K - $2.52M
|
10.1K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.05K+ 400.0% |
$490K - $2.49M
|
10.1K
$594K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8K+ 400.0% |
$487K - $2.48M
|
10K
$591K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
7.86K+ 322.13% |
$478K - $2.43M
|
10.3K
$608K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
6.68K+ 400.0% |
$407K - $2.07M
|
8.36K
$493K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.53KNew |
$397K - $2.02M
|
6.53K
$385K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.49KNew |
$395K - $2.01M
|
6.49K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.45K+ 400.0% |
$392K - $2M
|
8.06K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.19K+ 400.0% |
$376K - $1.92M
|
7.74K
$457K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.03K+ 400.0% |
$367K - $1.87M
|
7.54K
$445K
|
|
|
Apr 18, 2024
Q1 2024
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
5.83K+ 400.0% |
$355K - $1.81M
|
7.29K
$430K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.64K+ 400.0% |
$343K - $1.75M
|
7.06K
$417K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
5.61K+ 401.5% |
$341K - $1.74M
|
7.01K
$414K
|
|