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 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$584K - $621K
|
10.1K
$566K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
7.82KNew |
$454K - $483K
|
7.82K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
5.38KNew |
$312K - $332K
|
5.38K
$303K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.37KNew |
$312K - $332K
|
5.37K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.17KNew |
$300K - $319K
|
5.17K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.5KNew |
$261K - $278K
|
4.5K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
4.14KNew |
$240K - $256K
|
4.14K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.73KNew |
$217K - $230K
|
3.73K
$210K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.89K+ 30.24% |
$110K - $117K
|
8.14K
$459K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.83KNew |
$106K - $113K
|
1.83K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.36KNew |
$78.7K - $83.7K
|
1.36K
$76.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
807New |
$46.8K - $49.8K
|
807
$45.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
675+ 6.31% |
$39.2K - $41.7K
|
11.4K
$641K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
647+ 12.94% |
$37.6K - $40K
|
5.65K
$318K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
565New |
$32.8K - $34.9K
|
565
$31.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
550+ 1279.07% |
$31.9K - $34K
|
593
$33.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
505New |
$29.3K - $31.2K
|
505
$28.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
500New |
$29K - $30.9K
|
500
$28.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
350+ 7.45% |
$20.3K - $21.6K
|
5.05K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
330New |
$19.2K - $20.4K
|
330
$18.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
316+ 400.0% |
$18.3K - $19.5K
|
395
$22.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
220New |
$12.8K - $13.6K
|
220
$12.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
112New |
$6.5K - $6.92K
|
112
$6.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
75+ 1.96% |
$4.35K - $4.63K
|
3.9K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
67New |
$3.89K - $4.14K
|
67
$3.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
30New |
$1.74K - $1.85K
|
30
$1.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$697 - $741
|
12
$676
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.13% |
$58.1 - $61.8
|
780
$43.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2MNew |
$122M - $619M
|
2M
$113M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.2K+ 1161.84% |
$5.61M - $28.6M
|
100K
$5.64M
|
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
50.4K+ 1945.66% |
$3.07M - $15.6M
|
53K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.4K+ 322.87% |
$2.7M - $13.8M
|
58.2K
$3.28M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
34.2K+ 562.33% |
$2.08M - $10.6M
|
40.3K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
24.3KNew |
$1.48M - $7.53M
|
24.3K
$1.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
23.3K+ 359.93% |
$1.42M - $7.22M
|
29.8K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
23.3K+ 400.0% |
$1.42M - $7.22M
|
29.1K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
20.2K+ 407.7% |
$1.23M - $6.25M
|
25.1K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
19.8K+ 400.0% |
$1.2M - $6.13M
|
24.8K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
18.1K+ 387.39% |
$1.1M - $5.62M
|
22.8K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
16.1K+ 399.95% |
$980K - $4.99M
|
20.1K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
12.9K+ 390.66% |
$783K - $3.99M
|
16.2K
$911K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
12.6K+ 400.0% |
$769K - $3.92M
|
15.8K
$890K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.4K+ 400.0% |
$694K - $3.54M
|
14.3K
$804K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.3KNew |
$689K - $3.51M
|
11.3K
$638K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.1K+ 524.34% |
$617K - $3.14M
|
12.1K
$681K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
9.66K+ 400.0% |
$588K - $2.99M
|
12.1K
$680K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.1K+ 397.6% |
$554K - $2.82M
|
11.4K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.26K+ 400.29% |
$502K - $2.56M
|
10.3K
$581K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.15K+ 400.0% |
$496K - $2.53M
|
10.2K
$574K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.12K+ 416.89% |
$494K - $2.52M
|
10.1K
$567K
|
|