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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-35- 20.59% |
$2.66K - $2.95K
|
135
$19.3K
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-100Closed |
$7.59K - $8.43K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-62Closed |
$4.71K - $5.23K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-150Closed |
$11.4K - $12.6K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-375Closed |
$28.5K - $31.6K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-42Closed |
$3.19K - $3.54K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-145Closed |
$11K - $12.2K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-52Closed |
$3.95K - $4.38K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-357Closed |
$26.8K - $28.8K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-35Closed |
$2.63K - $2.83K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
260New |
$19.5K - $21K
|
260
$37.2K
|
|
|
Nov 07, 2019
Q3 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-25.1KClosed |
$1.89M - $2.03M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.53KClosed |
$191K - $205K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.51KClosed |
$114K - $122K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
67.5KNew |
$4.98M - $5.36M
|
67.5K
$9.65M
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.18KClosed |
$87K - $93.7K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-389Closed |
$28.7K - $30.9K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4Closed |
$295 - $318
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-100Closed |
$7.38K - $7.94K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-580Closed |
$42.8K - $46.1K
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.43KClosed |
$106K - $114K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-8- 88.89% |
$500 - $611
|
1
$143
|
|
|
May 09, 2019
Q1 2019
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4.04KClosed |
$252K - $308K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-3.28KClosed |
$205K - $251K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Mv Capital Management, Inc.
|
SELL
|
- |
-248Closed |
$15.5K - $19K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-390Closed |
$24.4K - $29.8K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.39KClosed |
$212K - $259K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Aug 04, 2020
Q4 2018
|
Milestone Advisory Partners
|
SELL
|
- |
-13.6KClosed |
$817K - $1.07M
|
0
$0
|
|
|
May 13, 2019
Q4 2018
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.8KClosed |
$168K - $221K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-160Closed |
$9.6K - $12.6K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-76.6KClosed |
$4.6M - $6.04M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.37KClosed |
$202K - $266K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
104New |
$6.24K - $8.21K
|
104
$14.9K
|
|
|
Feb 01, 2019
Q4 2018
|
Grimes & Company, Inc.
|
SELL
|
- |
-88.5KClosed |
$5.31M - $6.98M
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Regions Financial Corp
|
SELL
|
- |
-200Closed |
$12K - $15.8K
|
0
$0
|
|
|
Jan 18, 2019
Q4 2018
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-6KClosed |
$360K - $473K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.27KClosed |
$234K - $260K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
13.9KNew |
$1M - $1.11M
|
13.9K
$1.99M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75New |
$5.38K - $5.96K
|
75
$10.7K
|
|
|
Nov 13, 2018
Q3 2018
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7.2KClosed |
$516K - $572K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.22KClosed |
$159K - $176K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Oct 29, 2018
Q2 2018
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-5.02KClosed |
$352K - $381K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.93KClosed |
$205K - $222K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-152Closed |
$10.7K - $11.5K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.7KClosed |
$189K - $205K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Cutler Group LP
|
SELL
|
PUT |
-100Closed |
$7.01K - $7.59K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Estate Counselors, LLC
|
SELL
|
- |
-1.4KClosed |
$98.2K - $106K
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3Closed |
$210 - $228
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 18, 2018
Q1 2018
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-6.92KClosed |
$490K - $547K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-278Closed |
$19.7K - $22K
|
0
$0
|
|