Latest Institutional Transactions on Ishares Tr (IYY)
This table provides information on the latest institutional transactions involving Ishares Tr (IYY) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-575- 51.16% |
$91.6K - $96.3K
|
549
$89.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
455+ 20.16% |
$72.5K - $76.2K
|
2.71K
$443K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-14- 0.5% |
$2.23K - $2.34K
|
2.77K
$452K
|
|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.11K- 35.92% |
$336K - $353K
|
3.76K
$615K
|
|
|
Jan 26, 2026
Q4 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-19- 0.21% |
$3.03K - $3.18K
|
8.87K
$1.45M
|
|
|
Jan 26, 2026
Q4 2025
|
Thomasville National Bank
|
SELL
|
- |
-320- 3.0% |
$51K - $53.6K
|
10.4K
$1.69M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-249- 5.98% |
$39.7K - $41.7K
|
3.91K
$639K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
275+ 9.26% |
$43.8K - $46K
|
3.25K
$530K
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-200- 0.89% |
$31.9K - $33.5K
|
22.4K
$3.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.5KNew |
$238K - $250K
|
1.5K
$244K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.67K- 52.69% |
$265K - $279K
|
1.5K
$244K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-136- 2.55% |
$21.7K - $22.8K
|
5.2K
$849K
|
|
|
Jan 23, 2026
Q4 2025
|
Steinberganna Wealth Management
Huntington, NY |
SELL
|
- |
-1.71K- 4.28% |
$272K - $286K
|
38.2K
$6.24M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.21% |
$159 - $167
|
484
$79K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.07KNew |
$170K - $179K
|
1.07K
$175K
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
4.24KNew |
$675K - $710K
|
4.24K
$692K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
85.9KNew |
$13.7M - $14.4M
|
85.9K
$14M
|
|
|
Jan 20, 2026
Q4 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-210- 1.3% |
$33.5K - $35.2K
|
16K
$2.61M
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
316+ 20.84% |
$50.3K - $52.9K
|
1.83K
$299K
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.13% |
$478 - $502
|
2.28K
$371K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.4K- 66.67% |
$382K - $402K
|
1.2K
$196K
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-69- 4.94% |
$11K - $11.6K
|
1.33K
$217K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-321- 2.22% |
$51.1K - $53.7K
|
14.1K
$2.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1+ 0.06% |
$159 - $167
|
1.55K
$252K
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-18- 0.79% |
$2.87K - $3.01K
|
2.25K
$368K
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
8.74K+ 5.26% |
$1.39M - $1.46M
|
175K
$28.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
20.5KNew |
$3.26M - $3.43M
|
20.5K
$3.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-600- 14.02% |
$95.6K - $100K
|
3.68K
$601K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-80- 1.94% |
$12.7K - $13.4K
|
4.04K
$660K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
99+ 3.02% |
$15.8K - $16.6K
|
3.38K
$551K
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-500- 20.15% |
$79.7K - $83.7K
|
1.98K
$324K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
684+ 18.15% |
$109K - $115K
|
4.45K
$727K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.29% |
$1.59K - $1.67K
|
3.43K
$559K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-416- 1.71% |
$66.3K - $69.7K
|
24K
$3.91M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7.74K+ 258.1% |
$1.23M - $1.3M
|
10.7K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-203- 0.38% |
$32.3K - $34K
|
53.8K
$8.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-69- 4.33% |
$11K - $11.6K
|
1.52K
$249K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-101- 4.03% |
$15.2K - $16.4K
|
2.4K
$393K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.57K+ 292.19% |
$237K - $256K
|
2.11K
$345K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.1% |
$151 - $163
|
1.05K
$171K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
7.46KNew |
$1.12M - $1.21M
|
7.46K
$1.22M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
655+ 10.44% |
$98.7K - $107K
|
6.93K
$1.13M
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.13% |
$603 - $651
|
3.06K
$499K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-370- 23.72% |
$55.8K - $60.2K
|
1.19K
$194K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41- 0.18% |
$6.18K - $6.68K
|
23.1K
$3.78M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.57K- 93.45% |
$538K - $581K
|
250
$40.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
705+ 15.55% |
$106K - $115K
|
5.24K
$856K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.04K- 25.0% |
$157K - $169K
|
3.12K
$510K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.64K+ 56.5% |
$247K - $267K
|
4.54K
$741K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19K+ 93.36% |
$2.86M - $3.09M
|
39.3K
$6.41M
|
|