Latest Institutional Transactions on Ishares Tr (IYJ)
This table provides information on the latest institutional transactions involving Ishares Tr (IYJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
781+ 12.25% |
$104K - $112K
|
7.15K
$994K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
44+ 69.84% |
$5.85K - $6.33K
|
107
$14.9K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.6KNew |
$1.14M - $1.24M
|
8.6K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-129- 6.15% |
$17.2K - $18.6K
|
1.97K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.38K+ 65.63% |
$715K - $774K
|
13.6K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.3% |
$266 - $288
|
675
$93.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23+ 0.78% |
$3.06K - $3.31K
|
2.99K
$415K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
264+ 2.11% |
$35.1K - $38K
|
12.8K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.71K+ 47.52% |
$1.02M - $1.11M
|
23.9K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
662+ 8.91% |
$88K - $95.3K
|
8.1K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-921- 60.47% |
$122K - $133K
|
602
$83.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-38- 0.83% |
$5.05K - $5.47K
|
4.53K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.2K+ 52.0% |
$1.49M - $1.61M
|
32.8K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
248+ 2.42% |
$33K - $35.7K
|
10.5K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.63K+ 3037.68% |
$1.15M - $1.24M
|
8.91K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.35KClosed |
$844K - $914K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.06KNew |
$673K - $728K
|
5.06K
$704K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.9KNew |
$253K - $274K
|
1.9K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.63KNew |
$216K - $234K
|
1.63K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-237- 8.7% |
$31.5K - $34.1K
|
2.49K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
58+ 1.99% |
$7.71K - $8.35K
|
2.98K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
220+ 12.93% |
$29.3K - $31.7K
|
1.92K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-397- 3.75% |
$52.8K - $57.1K
|
10.2K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-221- 2.73% |
$29.4K - $31.8K
|
7.86K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-116- 3.55% |
$15.4K - $16.7K
|
3.15K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
14.4KNew |
$1.92M - $2.07M
|
14.4K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-440- 0.65% |
$58.5K - $63.3K
|
66.8K
$9.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
8.99KNew |
$1.2M - $1.29M
|
8.99K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-202- 10.06% |
$26.9K - $29.1K
|
1.81K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.81KNew |
$640K - $693K
|
4.81K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
566+ 144.39% |
$75.3K - $81.5K
|
958
$133K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-114- 0.83% |
$15.2K - $16.4K
|
13.6K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-86- 0.91% |
$11.4K - $12.4K
|
9.41K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1+ 0.06% |
$133 - $144
|
1.64K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-90- 3.88% |
$12K - $13K
|
2.23K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
10+ 0.29% |
$1.33K - $1.44K
|
3.5K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-490- 6.89% |
$65.2K - $70.5K
|
6.62K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
206New |
$27.4K - $29.6K
|
206
$28.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1+ 0.04% |
$133 - $144
|
2.46K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.24K+ 14.83% |
$164K - $178K
|
9.58K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.91KNew |
$387K - $419K
|
2.91K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
767+ 2.62% |
$102K - $110K
|
30K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
430New |
$57.2K - $61.9K
|
430
$59.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4- 4.82% |
$532 - $576
|
79
$11K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.09% |
$2.13K - $2.3K
|
17K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 1.89% |
$13K - $14.1K
|
5.1K
$709K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
95+ 4.55% |
$12.6K - $13.7K
|
2.19K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-22.6K- 84.73% |
$3M - $3.25M
|
4.07K
$566K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
140New |
$18.6K - $20.2K
|
140
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.6K+ 43.3% |
$745K - $806K
|
18.5K
$2.58M
|