Latest Institutional Purchases of Ishares Tr (IYY)
This list provides information on the latest institutional transactions involving Ishares Tr (IYY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.27KNew |
$274K - $342K
|
2.27K
$371K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.58K+ 68.03% |
$190K - $238K
|
3.89K
$635K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.45KNew |
$175K - $218K
|
1.45K
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45KNew |
$175K - $218K
|
1.45K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.41KNew |
$171K - $213K
|
1.41K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1.4KNew |
$169K - $211K
|
1.4K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
1.38KNew |
$167K - $208K
|
1.38K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.36KNew |
$165K - $206K
|
1.36K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.33KNew |
$160K - $200K
|
1.33K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
803+ 33.98% |
$97.1K - $121K
|
3.17K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
543+ 14.84% |
$65.6K - $81.9K
|
4.2K
$686K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 26.22% |
$60.5K - $75.4K
|
2.41K
$393K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
426New |
$51.5K - $64.3K
|
426
$69.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
135+ 0.59% |
$16.3K - $20.4K
|
23K
$3.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35New |
$4.23K - $5.28K
|
35
$5.72K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
19+ 0.21% |
$2.3K - $2.87K
|
8.89K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$725 - $905
|
2.58K
$421K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2New |
$242 - $302
|
2
$327
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.12% |
$242 - $302
|
1.72K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1+ 0.02% |
$121 - $151
|
4.85K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.04% |
$121 - $151
|
2.78K
$454K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.7K+ 175.77% |
$1.83M - $2.05M
|
21.5K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.05KNew |
$409K - $457K
|
3.05K
$498K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.76KNew |
$236K - $263K
|
1.76K
$287K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.64KNew |
$220K - $245K
|
1.64K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
650New |
$87.1K - $97.3K
|
650
$106K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
346+ 61.35% |
$46.4K - $51.8K
|
910
$149K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
223New |
$29.9K - $33.4K
|
223
$36.4K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
136New |
$18.2K - $20.4K
|
136
$22.2K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
126New |
$16.9K - $18.9K
|
126
$20.6K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
95New |
$12.7K - $14.2K
|
95
$15.5K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
48+ 0.74% |
$6.43K - $7.19K
|
6.53K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
18+ 0.82% |
$2.41K - $2.7K
|
2.22K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.87% |
$134 - $150
|
116
$18.9K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.3KNew |
$3.77M - $4.07M
|
27.3K
$4.46M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
24.8KNew |
$3.43M - $3.7M
|
24.8K
$4.05M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.69KNew |
$924K - $998K
|
6.69K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.83K+ 47.9% |
$805K - $869K
|
18K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
5.4KNew |
$746K - $805K
|
5.4K
$882K
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.74KNew |
$240K - $259K
|
1.74K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
1.47KNew |
$204K - $220K
|
1.47K
$241K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.15KNew |
$159K - $171K
|
1.15K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
573New |
$79.2K - $85.5K
|
573
$93.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
517+ 2.31% |
$71.4K - $77.1K
|
22.9K
$3.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
315New |
$43.5K - $47K
|
315
$51.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
290New |
$40.1K - $43.2K
|
290
$47.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
210New |
$29K - $31.3K
|
210
$34.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
148New |
$20.4K - $22.1K
|
148
$24.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
100New |
$13.8K - $14.9K
|
100
$16.3K
|
|