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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-57- 4.56% |
$6.8K - $7.96K
|
1.19K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.1KNew |
$2.27M - $2.66M
|
19.1K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10New |
$1.19K - $1.4K
|
10
$1.27K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.48KNew |
$177K - $207K
|
1.48K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.98K- 82.1% |
$832K - $974K
|
1.52K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.77KNew |
$569K - $666K
|
4.77K
$606K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-428- 16.62% |
$51.1K - $59.7K
|
2.15K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-337- 2.03% |
$40.2K - $47K
|
16.2K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.49KNew |
$893K - $1.05M
|
7.49K
$951K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
91New |
$10.9K - $12.7K
|
91
$11.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
490New |
$58.5K - $68.4K
|
490
$62.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-2.02K- 42.05% |
$241K - $282K
|
2.78K
$353K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-56- 3.52% |
$6.68K - $7.82K
|
1.54K
$195K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-114- 1.5% |
$13.6K - $15.9K
|
7.48K
$950K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-325- 9.91% |
$38.8K - $45.4K
|
2.96K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
1.53KNew |
$183K - $214K
|
1.53K
$194K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
206New |
$24.6K - $28.8K
|
206
$26.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16- 15.38% |
$1.91K - $2.23K
|
88
$11.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$11.9K - $14K
|
100
$12.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$11.9K - $14K
|
100
$12.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.53K+ 8.68% |
$182K - $213K
|
19.1K
$2.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
581+ 32.4% |
$69.3K - $81.1K
|
2.37K
$302K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-456- 13.37% |
$54.4K - $63.7K
|
2.96K
$375K
|
|
| Q3 2023 | |||||||
|
Feb 10, 2025
Q3 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-42.1KClosed |
$5.26M - $5.84M
|
0
$0
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-9.19KClosed |
$1.15M - $1.27M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.69K- 98.53% |
$461K - $512K
|
55
$6.99K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-446- 13.65% |
$55.7K - $61.9K
|
2.82K
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.02KNew |
$376K - $418K
|
3.02K
$383K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-794- 25.31% |
$99.1K - $110K
|
2.34K
$298K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
3.38K+ 15.68% |
$422K - $469K
|
24.9K
$3.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-123- 4.36% |
$15.4K - $17.1K
|
2.7K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-574- 22.34% |
$71.7K - $79.6K
|
2K
$253K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7+ 2.27% |
$874 - $971
|
316
$40.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7New |
$874 - $971
|
7
$889
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-502- 5.44% |
$62.7K - $69.6K
|
8.72K
$1.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
132New |
$16.5K - $18.3K
|
132
$16.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
38+ 1.25% |
$4.74K - $5.27K
|
3.09K
$392K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
259+ 2.14% |
$32.3K - $35.9K
|
12.3K
$1.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
1.65KNew |
$205K - $228K
|
1.65K
$209K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6New |
$749 - $832
|
6
$762
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$12.5K - $13.9K
|
100
$12.7K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.24KNew |
$391K - $434K
|
3.24K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
750New |
$90.5K - $100K
|
750
$95.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 0.79% |
$6.03K - $6.7K
|
6.25K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-574- 26.73% |
$69.3K - $76.9K
|
1.57K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.36K+ 402.4% |
$768K - $852K
|
7.94K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
151+ 1.77% |
$18.2K - $20.2K
|
8.66K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.6KNew |
$556K - $616K
|
4.6K
$585K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
63.8K+ 138.8% |
$7.7M - $8.55M
|
110K
$14M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.6KNew |
$1.76M - $1.95M
|
14.6K
$1.85M
|
|