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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1+ 0.55% |
$138 - $149
|
183
$26.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.45% |
$138 - $149
|
223
$32.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.05% |
$138 - $149
|
2.15K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24KNew |
$3.02M - $3.36M
|
24K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.2KNew |
$2.04M - $2.26M
|
16.2K
$2.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.1KNew |
$1.14M - $1.27M
|
9.1K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.66KNew |
$460K - $511K
|
3.66K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$366K - $406K
|
2.91K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.76KNew |
$347K - $386K
|
2.76K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.09KNew |
$262K - $291K
|
2.09K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.91KNew |
$240K - $266K
|
1.91K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.5KNew |
$189K - $209K
|
1.5K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.45KNew |
$182K - $202K
|
1.45K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.45KNew |
$182K - $202K
|
1.45K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
926+ 20.53% |
$116K - $129K
|
5.44K
$795K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
379+ 7.21% |
$47.7K - $52.9K
|
5.63K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
199New |
$25K - $27.8K
|
199
$29.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
78+ 2.92% |
$9.81K - $10.9K
|
2.75K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
50New |
$6.29K - $6.98K
|
50
$7.31K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
26+ 0.22% |
$3.27K - $3.63K
|
12K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 5.3% |
$880 - $977
|
139
$20.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.39% |
$252 - $279
|
513
$75K
|
|
| Q2 2024 | |||||||
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
9.1KNew |
$1.1M - $1.21M
|
9.1K
$1.33M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6KNew |
$725K - $796K
|
6K
$878K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.35KNew |
$526K - $578K
|
4.35K
$637K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.12KNew |
$377K - $414K
|
3.12K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.87KNew |
$347K - $381K
|
2.87K
$420K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.9KNew |
$230K - $252K
|
1.9K
$278K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.86KNew |
$224K - $246K
|
1.86K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
150+ 13.54% |
$18.1K - $19.9K
|
1.26K
$184K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
113+ 6.95% |
$13.7K - $15K
|
1.74K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 10.59% |
$6.53K - $7.17K
|
564
$82.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
50New |
$6.04K - $6.63K
|
50
$7.31K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.88% |
$121 - $133
|
115
$16.8K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
7.6KNew |
$868K - $973K
|
7.6K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.68K+ 5.56% |
$192K - $215K
|
31.8K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.65KNew |
$189K - $211K
|
1.65K
$241K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.64KNew |
$187K - $210K
|
1.64K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.11KNew |
$126K - $142K
|
1.11K
$162K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
892New |
$102K - $114K
|
892
$130K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
880+ 13.83% |
$101K - $113K
|
7.25K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
502+ 5.06% |
$57.4K - $64.3K
|
10.4K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
403+ 4.49% |
$46K - $51.6K
|
9.38K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
90New |
$10.3K - $11.5K
|
90
$13.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
80New |
$9.14K - $10.2K
|
80
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38+ 1.85% |
$4.34K - $4.87K
|
2.09K
$306K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
25New |
$2.86K - $3.2K
|
25
$3.66K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.7KNew |
$870K - $1.02M
|
8.7K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.34KNew |
$234K - $274K
|
2.34K
$343K
|
|