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 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100New |
$6.08K - $31K
|
100
$5.63K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
92+ 400.0% |
$5.6K - $28.5K
|
115
$6.48K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
72+ 400.0% |
$4.38K - $22.3K
|
90
$5.07K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
70New |
$4.26K - $21.7K
|
70
$3.94K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
44+ 400.0% |
$2.68K - $13.6K
|
55
$3.1K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 400.0% |
$2.43K - $12.4K
|
50
$2.82K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
40+ 400.0% |
$2.43K - $12.4K
|
50
$2.82K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28+ 400.0% |
$1.7K - $8.67K
|
35
$1.97K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20New |
$1.22K - $6.2K
|
20
$1.13K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
16+ 400.0% |
$973 - $4.96K
|
20
$1.13K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12+ 400.0% |
$730 - $3.72K
|
15
$845
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
37.3KNew |
$9.6M - $10.7M
|
37.3K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
4.83KNew |
$1.24M - $1.38M
|
4.83K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.83KNew |
$1.24M - $1.38M
|
4.83K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.15KNew |
$1.07M - $1.19M
|
4.15K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
713New |
$183K - $204K
|
713
$40.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
654New |
$168K - $187K
|
654
$36.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
185New |
$47.6K - $53K
|
185
$10.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
142+ 4.33% |
$36.5K - $40.7K
|
3.43K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
97+ 2.02% |
$25K - $27.8K
|
4.89K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$12.9K - $14.3K
|
50
$2.82K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
47+ 2.4% |
$12.1K - $13.5K
|
2.01K
$113K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
16New |
$4.12K - $4.58K
|
16
$901
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5New |
$1.29K - $1.43K
|
5
$282
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3+ 15.0% |
$772 - $859
|
23
$1.3K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
2+ 0.23% |
$514 - $573
|
881
$49.6K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1New |
$257 - $286
|
1
$56.3
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1+ 0.11% |
$257 - $286
|
952
$53.6K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.87KNew |
$1.04M - $1.11M
|
3.87K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.22KNew |
$870K - $923K
|
3.22K
$182K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.08KNew |
$292K - $310K
|
1.08K
$61K
|
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
589+ 2.5% |
$159K - $169K
|
24.2K
$1.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
289+ 12.93% |
$78.1K - $82.8K
|
2.52K
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
286New |
$77.2K - $81.9K
|
286
$16.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
268+ 36.61% |
$72.4K - $76.8K
|
1K
$56.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
206+ 7.68% |
$55.6K - $59K
|
2.89K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
202+ 21.22% |
$54.6K - $57.9K
|
1.15K
$65K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
159New |
$42.9K - $45.5K
|
159
$8.96K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
88+ 1100.0% |
$23.8K - $25.2K
|
96
$5.41K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$11.9K - $12.6K
|
44
$2.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
30+ 0.52% |
$8.1K - $8.59K
|
5.78K
$325K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
27New |
$7.29K - $7.73K
|
27
$1.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
26New |
$7.02K - $7.45K
|
26
$1.46K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
17New |
$4.59K - $4.87K
|
17
$958
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
15New |
$4.05K - $4.3K
|
15
$845
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14+ 1.23% |
$3.78K - $4.01K
|
1.15K
$64.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
7+ 0.87% |
$1.89K - $2.01K
|
812
$45.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
2New |
$540 - $573
|
2
$113
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2New |
$540 - $573
|
2
$113
|
|