Latest Institutional Transactions on Ishares Tr (IYM)
This table provides information on the latest institutional transactions involving Ishares Tr (IYM) 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 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
16+ 0.71% |
$2.22K - $2.41K
|
2.28K
$330K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-200- 11.44% |
$27.8K - $30.1K
|
1.55K
$224K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-25- 1.59% |
$3.47K - $3.77K
|
1.55K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-407- 45.12% |
$56.6K - $61.3K
|
495
$71.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.37KNew |
$191K - $207K
|
1.37K
$199K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-112- 39.72% |
$15.6K - $16.9K
|
170
$24.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-201- 4.29% |
$27.9K - $30.3K
|
4.48K
$649K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-310- 2.55% |
$43.1K - $46.7K
|
11.9K
$1.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-55- 4.23% |
$7.64K - $8.29K
|
1.25K
$180K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1+ 50.0% |
$139 - $151
|
3
$434
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-192- 0.4% |
$22.3K - $26.9K
|
47.5K
$6.88M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-625- 30.22% |
$72.6K - $87.5K
|
1.44K
$209K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.29K+ 186.32% |
$266K - $320K
|
3.52K
$509K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-600- 5.95% |
$69.7K - $84K
|
9.49K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
316KNew |
$36.7M - $44.3M
|
316K
$45.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200+ 6.9% |
$23.2K - $28K
|
3.1K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.11KNew |
$245K - $295K
|
2.11K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-475- 27.31% |
$55.2K - $66.5K
|
1.26K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44- 15.55% |
$5.11K - $6.16K
|
239
$34.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
350+ 7.0% |
$40.7K - $49K
|
5.35K
$775K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-7.7K- 23.26% |
$894K - $1.08M
|
25.4K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
376New |
$43.7K - $52.6K
|
376
$54.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
19.5K+ 13901.43% |
$2.26M - $2.72M
|
19.6K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
784New |
$91.1K - $110K
|
784
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
200New |
$23.2K - $28K
|
200
$29K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-306- 9.15% |
$35.5K - $42.8K
|
3.04K
$440K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.34K- 93.05% |
$155K - $187K
|
100
$14.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 476.19% |
$23.2K - $28K
|
242
$35K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-14- 3.23% |
$1.63K - $1.96K
|
420
$60.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-32- 30.77% |
$3.72K - $4.48K
|
72
$10.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-355- 14.81% |
$41.2K - $49.7K
|
2.04K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
221+ 442.0% |
$25.7K - $30.9K
|
271
$39.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-35- 9.46% |
$4.07K - $4.9K
|
335
$48.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.87KNew |
$217K - $262K
|
1.87K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-435- 28.08% |
$50.5K - $60.9K
|
1.11K
$161K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$268K - $323K
|
2.31K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
416+ 8.82% |
$48.3K - $58.2K
|
5.13K
$743K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 7.27% |
$929 - $1.12K
|
118
$17.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.44KNew |
$168K - $202K
|
1.44K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 7.7% |
$11.6K - $14K
|
1.2K
$174K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
115New |
$13.4K - $16.1K
|
115
$16.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-681- 13.08% |
$79.1K - $95.3K
|
4.53K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1Closed |
$116 - $140
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-146- 9.06% |
$17K - $20.4K
|
1.47K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
123+ 7.12% |
$14.3K - $17.2K
|
1.85K
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.57% |
$116 - $140
|
177
$25.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
10New |
$1.16K - $1.4K
|
10
$1.45K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-19- 14.18% |
$2.21K - $2.66K
|
115
$16.7K
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
66+ 2.38% |
$8.48K - $9.37K
|
2.84K
$411K
|
|