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 |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.1KNew |
$1.1M - $1.21M
|
9.1K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-498- 59.78% |
$60.2K - $66.1K
|
335
$46K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$6.04K - $6.63K
|
50
$6.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.87KNew |
$347K - $381K
|
2.87K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
150+ 13.54% |
$18.1K - $19.9K
|
1.26K
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.12KNew |
$377K - $414K
|
3.12K
$429K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 10.59% |
$6.53K - $7.17K
|
564
$77.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-890Closed |
$108K - $118K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-25- 1.34% |
$3.02K - $3.32K
|
1.84K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-68- 2.96% |
$8.22K - $9.02K
|
2.23K
$306K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$230K - $252K
|
1.9K
$261K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.35KNew |
$526K - $578K
|
4.35K
$598K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-500- 33.33% |
$60.4K - $66.4K
|
1K
$137K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-710- 4.79% |
$85.8K - $94.2K
|
14.1K
$1.94M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$121 - $133
|
115
$15.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-50- 3.09% |
$6.04K - $6.63K
|
1.57K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-45- 2.83% |
$5.44K - $5.97K
|
1.54K
$212K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
113+ 6.95% |
$13.7K - $15K
|
1.74K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.86KNew |
$224K - $246K
|
1.86K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-548- 17.13% |
$66.2K - $72.7K
|
2.65K
$365K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.45% |
$114 - $128
|
221
$30.4K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-20- 0.9% |
$2.29K - $2.56K
|
2.2K
$302K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
880+ 13.83% |
$101K - $113K
|
7.25K
$996K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.65KNew |
$189K - $211K
|
1.65K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
502+ 5.06% |
$57.4K - $64.3K
|
10.4K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38+ 1.85% |
$4.34K - $4.87K
|
2.09K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.68K+ 5.56% |
$192K - $215K
|
31.8K
$4.38M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.22K- 28.98% |
$253K - $284K
|
5.44K
$747K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-40- 1.69% |
$4.57K - $5.12K
|
2.33K
$320K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-600- 21.66% |
$68.6K - $76.9K
|
2.17K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90New |
$10.3K - $11.5K
|
90
$12.4K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
403+ 4.49% |
$46K - $51.6K
|
9.38K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.64KNew |
$187K - $210K
|
1.64K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.6KNew |
$868K - $973K
|
7.6K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11KNew |
$126K - $142K
|
1.11K
$152K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
80New |
$9.14K - $10.2K
|
80
$11K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
892New |
$102K - $114K
|
892
$123K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
25New |
$2.86K - $3.2K
|
25
$3.44K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-50- 2.15% |
$5.71K - $6.4K
|
2.27K
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-538- 60.04% |
$61.5K - $68.9K
|
358
$49.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-12- 0.36% |
$1.37K - $1.54K
|
3.3K
$454K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-190- 6.39% |
$21.7K - $24.3K
|
2.78K
$382K
|
|
| Q4 2023 | |||||||
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
930New |
$93K - $109K
|
930
$128K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.34KNew |
$234K - $274K
|
2.34K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$199K - $233K
|
1.99K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.7KNew |
$870K - $1.02M
|
8.7K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 32.35% |
$110K - $129K
|
2.3K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
63New |
$6.3K - $7.36K
|
63
$8.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 20.0% |
$100 - $117
|
4
$550
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-168- 7.25% |
$16.8K - $19.6K
|
2.15K
$296K
|
|