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 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.49KNew |
$1.07M - $1.11M
|
7.49K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.14KNew |
$589K - $613K
|
4.14K
$591K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.04% |
$142 - $148
|
2.81K
$402K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1- 0.02% |
$142 - $148
|
4.4K
$628K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
48New |
$6.84K - $7.11K
|
48
$6.86K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
2.12KNew |
$303K - $315K
|
2.12K
$304K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-160- 3.38% |
$22.8K - $23.7K
|
4.57K
$653K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.19% |
$570 - $593
|
2.09K
$298K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
199+ 4.4% |
$28.3K - $29.5K
|
4.72K
$675K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.06K+ 8.85% |
$150K - $156K
|
13K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
236New |
$33.6K - $35K
|
236
$33.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-169- 7.41% |
$24.1K - $25K
|
2.11K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.32KNew |
$473K - $492K
|
3.32K
$474K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.77K+ 2.49% |
$251K - $262K
|
72.7K
$10.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.04% |
$142 - $148
|
2.47K
$353K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.75K- 5.17% |
$392K - $408K
|
50.5K
$7.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-75- 8.82% |
$10.7K - $11.1K
|
775
$111K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
217+ 4.12% |
$30.9K - $32.2K
|
5.48K
$784K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.1% |
$427 - $445
|
2.97K
$424K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.9K- 7.83% |
$270K - $281K
|
22.3K
$3.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-320- 36.12% |
$45.6K - $47.4K
|
566
$80.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.6K+ 735.49% |
$3.07M - $3.19M
|
24.5K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-310- 2.68% |
$44.2K - $45.9K
|
11.3K
$1.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.42K+ 33.15% |
$203K - $211K
|
5.71K
$817K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-679- 13.14% |
$96.7K - $101K
|
4.49K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-203- 8.53% |
$28.9K - $30.1K
|
2.18K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-127- 34.6% |
$18.1K - $18.8K
|
240
$34.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.07% |
$171K - $178K
|
40.4K
$5.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 30.43% |
$997 - $1.04K
|
30
$4.29K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 2.65% |
$4.84K - $5.04K
|
1.25K
$179K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5- 0.15% |
$712 - $741
|
3.32K
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.16% |
$855 - $889
|
3.75K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-90- 1.71% |
$12.8K - $13.3K
|
5.17K
$739K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.03% |
$142 - $148
|
3.05K
$436K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-286- 6.89% |
$40.7K - $42.4K
|
3.87K
$553K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-154- 0.91% |
$21.9K - $22.8K
|
16.7K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-798- 27.53% |
$114K - $118K
|
2.1K
$300K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.46% |
$142 - $148
|
218
$31.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
17+ 0.43% |
$2.42K - $2.52K
|
3.93K
$562K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-119- 4.99% |
$16.9K - $17.6K
|
2.27K
$324K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-991- 41.33% |
$141K - $147K
|
1.41K
$201K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
289+ 1.6% |
$41.2K - $42.8K
|
18.3K
$2.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-184- 0.96% |
$26.2K - $27.3K
|
19.1K
$2.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4+ 0.15% |
$570 - $593
|
2.69K
$384K
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-26- 1.58% |
$3.7K - $3.85K
|
1.62K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-134- 51.94% |
$19.1K - $19.9K
|
124
$17.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.37K- 15.45% |
$195K - $203K
|
7.49K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-325- 4.84% |
$46.3K - $48.2K
|
6.39K
$913K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
499+ 8.07% |
$71.1K - $73.9K
|
6.69K
$956K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
220New |
$31.3K - $32.6K
|
220
$31.5K
|
|