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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
17.9K+ 32.81% |
$2.13M - $2.24M
|
72.4K
$10.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.1K- 32.35% |
$131K - $138K
|
2.3K
$320K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.87K+ 16.98% |
$1.06M - $1.11M
|
61.1K
$8.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
254New |
$30.3K - $31.8K
|
254
$35.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.19KNew |
$261K - $274K
|
2.19K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-135- 2.44% |
$16.1K - $16.9K
|
5.41K
$753K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
337+ 171.94% |
$40.1K - $42.1K
|
533
$74.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53New |
$6.31K - $6.63K
|
53
$7.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.82KNew |
$574K - $603K
|
4.82K
$672K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
314+ 0.78% |
$37.4K - $39.3K
|
40.5K
$5.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.91K+ 136.82% |
$346K - $363K
|
5.03K
$701K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100New |
$11.9K - $12.5K
|
100
$13.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-65- 4.63% |
$7.74K - $8.13K
|
1.34K
$187K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.3K+ 17.29% |
$155K - $162K
|
8.81K
$1.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.85K- 42.6% |
$221K - $232K
|
2.5K
$348K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
26.1KNew |
$3.1M - $3.26M
|
26.1K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-340- 16.21% |
$40.5K - $42.5K
|
1.76K
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
85New |
$10.1K - $10.6K
|
85
$11.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
363+ 10.46% |
$43.2K - $45.4K
|
3.83K
$534K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-125- 12.82% |
$14.9K - $15.6K
|
850
$118K
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.2KNew |
$381K - $400K
|
3.2K
$446K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
43New |
$5.12K - $5.38K
|
43
$5.99K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-45- 17.72% |
$5.36K - $5.63K
|
209
$29.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-92- 1.48% |
$11K - $11.5K
|
6.13K
$854K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.32KNew |
$157K - $165K
|
1.32K
$183K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.68KNew |
$200K - $210K
|
1.68K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
407+ 4.72% |
$48.5K - $50.9K
|
9.02K
$1.26M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 44.44% |
$9.53K - $10K
|
100
$13.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
152New |
$18.1K - $19K
|
152
$21.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
112+ 116.67% |
$13.3K - $14K
|
208
$29K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
946+ 426.13% |
$113K - $118K
|
1.17K
$163K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.82K+ 13.26% |
$425K - $480K
|
32.6K
$4.54M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-392- 32.5% |
$43.6K - $49.3K
|
814
$113K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.71K- 20.99% |
$301K - $340K
|
10.2K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
300New |
$33.4K - $37.7K
|
300
$41.8K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.19% |
$222 - $251
|
1.03K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.56K+ 40.17% |
$285K - $322K
|
8.93K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
283+ 7.26% |
$31.5K - $35.6K
|
4.18K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-22K- 93.07% |
$2.44M - $2.76M
|
1.64K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.28KNew |
$254K - $287K
|
2.28K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
50+ 1.28% |
$5.56K - $6.29K
|
3.96K
$552K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
276New |
$30.7K - $34.7K
|
276
$38.4K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.7KNew |
$189K - $214K
|
1.7K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-190- 19.13% |
$21.1K - $23.9K
|
803
$112K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-52- 14.77% |
$5.78K - $6.54K
|
300
$41.8K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.4KNew |
$1.49M - $1.68M
|
13.4K
$1.86M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-316- 4.25% |
$35.1K - $39.7K
|
7.11K
$991K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.43K+ 15.37% |
$159K - $179K
|
10.7K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-80- 2.89% |
$8.9K - $10.1K
|
2.69K
$374K
|
|