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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
86+ 0.91% |
$11K - $12.2K
|
9.5K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
206+ 1.11% |
$26.3K - $29.3K
|
18.8K
$2.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-160- 5.99% |
$20.4K - $22.7K
|
2.51K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-6- 0.27% |
$765 - $852
|
2.18K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-305- 2.47% |
$38.9K - $43.3K
|
12K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
6.82K+ 6.69% |
$869K - $968K
|
109K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.25K+ 6.76% |
$160K - $178K
|
19.8K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
13.5KNew |
$1.72M - $1.91M
|
13.5K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 1.52% |
$4.33K - $4.83K
|
2.2K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-745- 1.11% |
$95K - $106K
|
66.1K
$8.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 26.74% |
$226K - $251K
|
4.85K
$603K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
439+ 997.73% |
$56K - $62.3K
|
483
$60K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
230New |
$29.3K - $32.7K
|
230
$28.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-363- 7.12% |
$46.3K - $51.5K
|
4.73K
$588K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-347- 29.71% |
$44.2K - $49.3K
|
821
$102K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.04% |
$127 - $142
|
2.66K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.88KNew |
$240K - $267K
|
1.88K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
7+ 0.2% |
$892 - $994
|
3.51K
$436K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.18KNew |
$532K - $593K
|
4.18K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3+ 0.17% |
$382 - $426
|
1.75K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$12.7K - $14.2K
|
100
$12.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$382 - $426
|
19.3K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-482- 20.15% |
$61.4K - $68.4K
|
1.91K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.66K+ 59.24% |
$211K - $235K
|
4.46K
$554K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-15- 0.39% |
$1.91K - $2.13K
|
3.83K
$475K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3+ 0.18% |
$382 - $426
|
1.69K
$210K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-469- 1.19% |
$59.8K - $66.6K
|
38.8K
$4.82M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-674- 1.52% |
$85.9K - $95.7K
|
43.6K
$5.41M
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.62KNew |
$216K - $233K
|
1.62K
$201K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.28KNew |
$835K - $903K
|
6.28K
$780K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 62.06% |
$142K - $154K
|
2.79K
$347K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13- 0.66% |
$1.73K - $1.87K
|
1.96K
$243K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-522- 25.12% |
$69.4K - $75.1K
|
1.56K
$193K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-670- 9.98% |
$89.1K - $96.4K
|
6.04K
$750K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $144
|
3.8K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.54KNew |
$604K - $653K
|
4.54K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.5K+ 0.93% |
$332K - $360K
|
272K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.6K- 12.72% |
$478K - $518K
|
24.7K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
184+ 7.83% |
$24.5K - $26.5K
|
2.53K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.91K- 35.26% |
$387K - $419K
|
5.35K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-86- 2.4% |
$11.4K - $12.4K
|
3.5K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 0.29% |
$4.92K - $5.33K
|
13K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.68K+ 0.53% |
$489K - $529K
|
700K
$86.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-696- 4.07% |
$92.5K - $100K
|
16.4K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.14K- 69.69% |
$550K - $596K
|
1.8K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
6.9K+ 24.3% |
$917K - $993K
|
35.3K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4K+ 101.65% |
$1.91M - $2.07M
|
28.5K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
317+ 2.19% |
$42.2K - $45.6K
|
14.8K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
430+ 1.1% |
$57.2K - $61.9K
|
39.4K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
962+ 17.73% |
$128K - $138K
|
6.39K
$793K
|
|