Latest Institutional Purchases of Ishares Tr (IYJ)
This list provides information on the latest institutional transactions involving Ishares Tr (IYJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
544New |
$51.8K - $56.7K
|
544
$75.6K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
87New |
$8.29K - $9.07K
|
87
$12.1K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
40New |
$3.81K - $4.17K
|
40
$5.56K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7+ 0.2% |
$667 - $730
|
3.51K
$487K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.85% |
$95.3 - $104
|
119
$16.5K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
23.5KNew |
$2M - $2.38M
|
23.5K
$3.27M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.64KNew |
$308K - $368K
|
3.64K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.23KNew |
$189K - $226K
|
2.23K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.2KNew |
$187K - $223K
|
2.2K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.19KNew |
$186K - $221K
|
2.19K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.71KNew |
$145K - $173K
|
1.71K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.11K+ 41.06% |
$93.9K - $112K
|
3.8K
$529K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
819New |
$69.5K - $82.9K
|
819
$114K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
774New |
$65.7K - $78.3K
|
774
$108K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
531New |
$45.1K - $53.7K
|
531
$73.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
380New |
$32.2K - $38.5K
|
380
$52.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
206New |
$17.5K - $20.8K
|
206
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$17K - $20.2K
|
200
$27.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
200New |
$17K - $20.2K
|
200
$27.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
174New |
$14.8K - $17.6K
|
174
$24.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$12.7K - $15.2K
|
150
$20.9K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
122New |
$10.4K - $12.3K
|
122
$17K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.58KNew |
$300K - $367K
|
3.58K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
2.52KNew |
$211K - $259K
|
2.52K
$351K
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
600New |
$50.3K - $61.5K
|
600
$83.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
564New |
$47.3K - $57.8K
|
564
$78.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
272New |
$22.8K - $27.9K
|
272
$37.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
112+ 0.28% |
$9.38K - $11.5K
|
40.3K
$5.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$419 - $513
|
5
$695
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$83.8 - $103
|
234
$32.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
BUY
|
- |
1New |
$83.8 - $103
|
1
$139
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
20.7KNew |
$1.78M - $2.19M
|
20.7K
$2.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.55KNew |
$305K - $375K
|
3.55K
$493K
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.58KNew |
$223K - $273K
|
2.58K
$359K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 23.57% |
$95.5K - $117K
|
5.81K
$808K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
325+ 3.6% |
$28K - $34.4K
|
9.35K
$1.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
120New |
$10.3K - $12.7K
|
120
$16.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
90New |
$7.75K - $9.52K
|
90
$12.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9+ 0.34% |
$775 - $952
|
2.64K
$367K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 1.11% |
$86.2 - $106
|
91
$12.6K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
2.65KNew |
$258K - $302K
|
2.65K
$368K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
237New |
$23.1K - $27K
|
237
$32.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
208New |
$20.3K - $23.7K
|
208
$28.9K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30New |
$2.93K - $3.42K
|
30
$4.17K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$104K - $114K
|
1K
$139K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
380New |
$39.7K - $43.4K
|
380
$52.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
314New |
$32.8K - $35.9K
|
314
$43.6K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$3.13K - $3.43K
|
30
$4.17K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
90KNew |
$9.64M - $10.3M
|
90K
$12.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.67KNew |
$287K - $307K
|
2.67K
$372K
|
|