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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.01KNew |
$305K - $1.55M
|
5.01K
$320K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.83K+ 446.44% |
$294K - $1.49M
|
5.91K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.66K+ 589.87% |
$283K - $1.44M
|
5.45K
$348K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.37K+ 400.0% |
$266K - $1.35M
|
5.46K
$349K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.36K+ 400.0% |
$265K - $1.35M
|
5.46K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.23K+ 288.93% |
$257K - $1.31M
|
5.69K
$363K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.19K+ 400.0% |
$255K - $1.3M
|
5.24K
$334K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
4K+ 400.0% |
$243K - $1.24M
|
5K
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.97KNew |
$241K - $1.23M
|
3.97K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.93KNew |
$239K - $1.22M
|
3.93K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.85K+ 327.74% |
$234K - $1.19M
|
5.03K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.62K+ 391.87% |
$220K - $1.12M
|
4.54K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.6K+ 400.0% |
$219K - $1.12M
|
4.5K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
3.56K+ 392.6% |
$216K - $1.1M
|
4.46K
$285K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.41K+ 400.0% |
$208K - $1.06M
|
4.27K
$272K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
3.15K+ 400.0% |
$192K - $976K
|
3.94K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.09K+ 400.0% |
$188K - $958K
|
3.87K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3.06K+ 400.0% |
$186K - $947K
|
3.82K
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
3K+ 400.0% |
$182K - $929K
|
3.75K
$240K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.95K+ 400.14% |
$179K - $912K
|
3.68K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.92K+ 400.0% |
$178K - $906K
|
3.66K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 400.0% |
$162K - $826K
|
3.34K
$213K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 198.48% |
$135K - $688K
|
3.34K
$213K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.94KNew |
$118K - $601K
|
1.94K
$124K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.92K+ 400.0% |
$117K - $594K
|
2.4K
$153K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.9K+ 400.0% |
$115K - $587K
|
2.37K
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.84K+ 400.0% |
$112K - $570K
|
2.3K
$147K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
1.83K+ 64.66% |
$111K - $567K
|
4.66K
$298K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.6K+ 400.0% |
$97.3K - $496K
|
2K
$128K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.57K+ 334.04% |
$95.5K - $486K
|
2.04K
$130K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$90K - $458K
|
1.48K
$94.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.3K+ 400.0% |
$79.1K - $403K
|
1.63K
$104K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.06K+ 400.0% |
$64.7K - $330K
|
1.33K
$84.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1K+ 400.0% |
$60.8K - $310K
|
1.25K
$79.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
944+ 400.0% |
$57.4K - $292K
|
1.18K
$75.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
828+ 400.0% |
$50.4K - $256K
|
1.04K
$66.1K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
800+ 400.0% |
$48.7K - $248K
|
1K
$63.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
796+ 390.2% |
$48.4K - $247K
|
1K
$63.9K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
712+ 400.0% |
$43.3K - $221K
|
890
$56.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
645New |
$39.2K - $200K
|
645
$41.2K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
600+ 400.0% |
$36.5K - $186K
|
750
$47.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
500New |
$30.4K - $155K
|
500
$31.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
468+ 400.0% |
$28.5K - $145K
|
585
$37.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
460+ 400.0% |
$28K - $142K
|
575
$36.7K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
436+ 400.0% |
$26.5K - $135K
|
545
$34.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400+ 400.0% |
$24.3K - $124K
|
500
$31.9K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
324+ 400.0% |
$19.7K - $100K
|
405
$25.9K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
300+ 400.0% |
$18.2K - $92.9K
|
375
$24K
|
|