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, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$199K - $233K
|
1.99K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.8KNew |
$180K - $210K
|
1.8K
$263K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.17K+ 59.56% |
$117K - $137K
|
3.13K
$458K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
930New |
$93K - $109K
|
930
$136K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
200New |
$20K - $23.4K
|
200
$29.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
200New |
$20K - $23.4K
|
200
$29.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
66New |
$6.6K - $7.71K
|
66
$9.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
63New |
$6.3K - $7.36K
|
63
$9.21K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
11+ 0.4% |
$1.1K - $1.29K
|
2.75K
$401K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
3New |
$300 - $351
|
3
$439
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
24.3KNew |
$2.53M - $2.72M
|
24.3K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
550+ 292.55% |
$57.2K - $61.6K
|
738
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
516New |
$53.6K - $57.8K
|
516
$75.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
472New |
$49.1K - $52.9K
|
472
$69K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$31.2K - $33.6K
|
300
$43.9K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
9.31KNew |
$917K - $1.01M
|
9.31K
$1.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
2.84KNew |
$280K - $308K
|
2.84K
$415K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.27KNew |
$224K - $246K
|
2.27K
$333K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.25K+ 102.27% |
$222K - $244K
|
4.45K
$651K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.92KNew |
$190K - $208K
|
1.92K
$281K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
825New |
$81.3K - $89.4K
|
825
$121K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
602New |
$59.3K - $65.2K
|
602
$88K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
457+ 8.63% |
$45K - $49.5K
|
5.75K
$842K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
364New |
$35.9K - $39.4K
|
364
$53.2K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
257+ 100.0% |
$25.3K - $27.8K
|
514
$75.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
185New |
$18.2K - $20K
|
185
$27.1K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
160New |
$15.8K - $17.3K
|
160
$23.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
19+ 0.25% |
$1.87K - $2.06K
|
7.5K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.26% |
$296 - $325
|
1.15K
$168K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 2.86% |
$98.6 - $108
|
36
$5.27K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
PUT |
8.5KNew |
$788K - $871K
|
8.5K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.08KNew |
$564K - $623K
|
6.08K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.19KNew |
$203K - $224K
|
2.19K
$320K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.12KNew |
$196K - $217K
|
2.12K
$309K
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.11KNew |
$196K - $216K
|
2.11K
$309K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.11KNew |
$195K - $216K
|
2.11K
$308K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
2KNew |
$185K - $205K
|
2K
$293K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
945New |
$87.6K - $96.8K
|
945
$138K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
354New |
$32.8K - $36.3K
|
354
$51.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
33New |
$3.06K - $3.38K
|
33
$4.83K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
43.5KNew |
$3.81M - $4.34M
|
43.5K
$6.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.53KNew |
$571K - $651K
|
6.53K
$954K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.71KNew |
$324K - $370K
|
3.71K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.85KNew |
$249K - $284K
|
2.85K
$416K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.76KNew |
$154K - $175K
|
1.76K
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
1.18KNew |
$103K - $118K
|
1.18K
$173K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
664New |
$58.1K - $66.2K
|
664
$97.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
472New |
$41.3K - $47.1K
|
472
$69K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
438New |
$38.3K - $43.7K
|
438
$64.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
260New |
$22.7K - $25.9K
|
260
$38K
|
|