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, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-230Closed |
$28.6K - $32.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
164+ 104.46% |
$20.4K - $23K
|
321
$46.5K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.6KNew |
$1.31M - $1.48M
|
10.6K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.5K+ 75.0% |
$186K - $211K
|
3.5K
$507K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 66.67% |
$12.4K - $14K
|
50
$7.24K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.41K- 55.83% |
$797K - $900K
|
5.07K
$734K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
290+ 16.01% |
$36.1K - $40.7K
|
2.1K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
15.3KNew |
$1.9M - $2.15M
|
15.3K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$249 - $281
|
2
$290
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82KNew |
$226K - $255K
|
1.82K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.18K- 93.36% |
$1.02M - $1.15M
|
581
$84.1K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4KNew |
$1.29M - $1.46M
|
10.4K
$1.5M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
528New |
$65.6K - $74.1K
|
528
$76.5K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
22.1KNew |
$2.75M - $3.11M
|
22.1K
$3.2M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
422New |
$52.5K - $59.3K
|
422
$61.1K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.17K- 40.17% |
$145K - $164K
|
1.74K
$252K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
3.33KNew |
$413K - $467K
|
3.33K
$482K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
689New |
$85.7K - $96.8K
|
689
$99.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
358New |
$44.5K - $50.3K
|
358
$51.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.68KNew |
$830K - $938K
|
6.68K
$967K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.74KNew |
$216K - $244K
|
1.74K
$252K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
625New |
$77.7K - $87.8K
|
625
$90.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
3.32KNew |
$413K - $467K
|
3.32K
$481K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6New |
$656 - $803
|
6
$869
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-50.5K- 84.2% |
$5.52M - $6.76M
|
9.48K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
236New |
$25.8K - $31.6K
|
236
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
3KNew |
$328K - $402K
|
3K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
350New |
$38.3K - $46.9K
|
350
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$109 - $134
|
33.3K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
9.48KNew |
$1.04M - $1.27M
|
9.48K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$189K - $231K
|
1.73K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
12.8KNew |
$1.4M - $1.71M
|
12.8K
$1.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.08K- 72.21% |
$664K - $813K
|
2.34K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
30+ 100.0% |
$3.28K - $4.02K
|
60
$8.69K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
180New |
$19.7K - $24.1K
|
180
$26.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.12K+ 103.19% |
$778K - $954K
|
14K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.9KNew |
$863K - $1.06M
|
7.9K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-24.2K- 66.56% |
$2.65M - $3.24M
|
12.2K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.63KNew |
$506K - $620K
|
4.63K
$670K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.11KNew |
$449K - $550K
|
4.11K
$595K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
160New |
$17.5K - $21.4K
|
160
$23.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
10New |
$1.09K - $1.34K
|
10
$1.45K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-17.3K- 88.51% |
$1.89M - $2.31M
|
2.24K
$325K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-1.1K- 38.26% |
$120K - $147K
|
1.78K
$257K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-428- 90.49% |
$46.8K - $57.3K
|
45
$6.52K
|
|
| Q3 2022 | |||||||
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-56.7KClosed |
$6.05M - $7.41M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-35- 0.83% |
$3.73K - $4.57K
|
4.2K
$608K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-858- 18.23% |
$91.4K - $112K
|
3.85K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.4KNew |
$149K - $183K
|
1.4K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-10.8KClosed |
$1.15M - $1.41M
|
0
$0
|
|